Request a separate Release Preview(RP) Account for Sandbox
Author: Able Wilson
Difference Between Closing and Cancelling a Sales Order
Closing and Cancelling a Sales Order
KPI Customization
JIRA: PCIC-744 Scenario: Client wants to see the additional column( $$ changes) on the standard KPI of dashboard. Solution: We are unable to add a $$increase column to the dashboard’s KPI. So We have to create new saved search for the similar to the KPI and should have to set up the custom search portlet… Continue reading KPI Customization
Different between LOG CALL and NEW CALL
Status is completed for log call. Status is scheduled for new call. The idea being you create a new call to schedule it then later complete it, but log call already took place.
Dynamic Search Links On Another Saved Search
Dynamic Search Links On Another Saved Search
Balance and Overdue Balance
Balance and Overdue Balance
Year Wise Report
JIRA: PCIC-716 Scenario: When client run the report by the year(column) filter, it shown the year column wise report, but the the year are shown in the columns are not in the date filter we have selected. For example: Date filter selected from Jan 1 2019 to Dec 31st 2021 and column filter were selected… Continue reading Year Wise Report
Error in the search after enabling the auto-numbering for custom record
JIRA- NTI-63 & NTI-64 Scenario: Saved search has been running successfully since it was created, but after a while the client encountered a problem trying to access it and was unable to open it. Issue: This error occurred after enabling the automatic numbering option on the custom record. In the search has formula criteria includes… Continue reading Error in the search after enabling the auto-numbering for custom record
Enable Auto Suggest
NTI-48 Scenario: Client want to be able to type ahead a few characters to search from the filtered Contact results, they want to be able to type “AP” in the contact window to locate this particular Contact quicker. Solution: NetSuite provides an auto suggest function for lists, including multi-select lists. As user types three letters… Continue reading Enable Auto Suggest
No items show in an item search when a particular location is set as a filter
The Inventory Location is actually the existing locations in the system at the time the item is created. The reason why there is no item showing when we set the Inventory Location = Location ABCD (sample new location) because there are no new items created after the creation of Location ABCD. If we will create a… Continue reading No items show in an item search when a particular location is set as a filter