Some Points to note when applying a script to such records like lead, Case, etc. Always release the script to all users and roles, unless it will not work for users who create these records from online (Web Context). Same for Workflow Online Case Form: The following preference overrides customers/companies in Case form Setup> Support>… Continue reading Online Form
Author: Sreelakshmi R
Embroidering Items
Proposed Cycle: We utilize the Assembly items feature to create a work order and will keep custom records for setting bins as follows: The cycle starts from placing an order, then work order generation, allocating bins, once shipped free the bins.
Address External ID
Requirement:Is there any way we can see the external ID of address in a customer saved search? This is to compare the external CSV template, We need something to be unique and the same between both systems. Solution:The purpose of the external Id is to avoid duplication and for upsert action. We have no way… Continue reading Address External ID
MTE CUSTOMER EOM STATEMENT PROPOSAL
Proposal Summary Magswitch would like to create a new advanced pdf template for customer EOM statements exclusively for the MTE subsidiary. Requirement Magswitch currently using the standard form as the USA which confuses their customers. Hence need an entirely new form for MTE customers and the layout of PDF which will mockup the given layout… Continue reading MTE CUSTOMER EOM STATEMENT PROPOSAL
Voiding Credit Card Transactions
NetSuite lets you void (reverse) authorizations by canceling the sales order. When you cancel or close a sales order, NetSuite sends a void request to the payment gateway to void the authorization and release shopper’s funds. For details on closing a sales order. Important Voiding authorizations from within NetSuite is supported only for CyberSource and… Continue reading Voiding Credit Card Transactions
Difference of As Of and Age As Of on Aging Reports
As Of refers to the date that the report will capture transactions. If As Of is set to yesterday, then the transactions that the Aging report will include will be all the transactions dated up to yesterday’s date. Age As Of refers to the date from which the report will count the age of transactions. If Age As Of is set… Continue reading Difference of As Of and Age As Of on Aging Reports
Item Fulfillment – Address Update
Scenario A User Event script is loading the Item Fulfillment record dynamically and it appends details to the Attention (id: attention) field found in the Address subrecord. Appending values to the said field in the record level will automatically check the Override (id: override)checkbox that is also a part of the Address subrecord of the Item Fulfillment and set… Continue reading Item Fulfillment – Address Update
Apply Summary Search Result to a Field
Requirement: We need a reference in the Sales Order Advanced PDF template to distinguish whether the order has an invoice posted against it or Partially/Fully fulfilled. Solution: We can create a free-form text type field where we will add a summary search which shows the count of applying transactions (type= invoice or Item fulfillments) in… Continue reading Apply Summary Search Result to a Field
Creating Work Orders From Item Records
You can set an assembly item to default to create a work order by tagging the item record. Then, when the item is selected on a sales order, the box in the Create WO column is automatically checked. To set an assembly item to default to create a work order: Go to Lists > Accounting >… Continue reading Creating Work Orders From Item Records
Create Work Order From Sales Order
You can tag items to create work orders when you enter a sales transaction by checking the box in the Create WO column. Then, when you save or approve the order, NetSuite creates a work order that is linked to the sale. To create a work order from the sales order: Go to Transactions > Sales > Enter… Continue reading Create Work Order From Sales Order