Restrict Access to Custom Record by Disabling Roles

Scenario There are instances wherein users need to restrict Custom Record Types from specific Roles.  Solution Navigate to Customization > Lists, Records, & Fields > Record Types Click the preferred Custom Record Type Access Type: Select Use Permission List Click Permissions Role: Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Role: Select Role Note: Add all… Continue reading Restrict Access to Custom Record by Disabling Roles

Generate E- invoice

To generate an e-invoice: Create an invoice. On the E-Document subtab: Select a template from the E–Document Template field. The field contains the templates associated with the e-document package assigned to the customer or vendor. (Optional) Select a sending method from the E–Document Sending Method field. The field contains the sending methods associated with the e–document package assigned to the customer… Continue reading Generate E- invoice

Center Tab is Not Showing on Some Users with the Same User Role

There are cases wherein OneWorld is enabled on a NetSuite Account and some users are not seeing the Center Tabs that other users are seeing despite having the same User Role. It is possible that there are specific Subsidiaries selected on the Audience of the Center Tab making it not appear on users with the… Continue reading Center Tab is Not Showing on Some Users with the Same User Role

Automatic invoice creation from Item fulfillment

When the fulfilment is generated and designated as shipped, a shipping label is produced, and a tracking number is appended to the item fulfilment record. This action signifies the item has shipped or released. The requirement involves the automatic generation of invoices as soon as order fulfilment is created.   In cases of partial fulfilment, the… Continue reading Automatic invoice creation from Item fulfillment

Proposal For Sales Rep Reassignment in Customer record for CGS Mule

Proposal Summary  This proposal encompasses the development for the Salesrep update in the customer record created from webstore. The objective is to assign the exact sales territory and sales rep to the customer created from webstore.  Requirements  CGS Mule has expressed the desire to assign the right sales rep to the customer record when the… Continue reading Proposal For Sales Rep Reassignment in Customer record for CGS Mule

Proposal For WMS Customization Phase – 2 And Eshipz Integration

Proposal summary  This proposal covers the solution to the following requirements of XSEED- Bulk printing of Shipping labels, Manifest Generation, Transporter integration Eshipz (VE002191 LOGIQ LABS PRIVATE LIMITED) and Shipping label changes.    Requirement 1  Bulk printing of Shipping labels   Bulk printing of Shipping labels happens. The shipping labels to be sorted by the following… Continue reading Proposal For WMS Customization Phase – 2 And Eshipz Integration