Client requirement is to document the steps to take a stock take in the warehouse using NS WMS Features to be enabled in account: Inventory Count Cycle counting Release steps in Netsuite 1.Change to Warehouse role 2. Click on Warehouse 3. Using the Warehouse role, go to Inventory > Cycle Counting > Cycle Count Plan… Continue reading Standard Operational Procedures for Stock take using NS WMS
Author: Celus Francis
Automatically post item receipt in NS WMS
There is a a system rule in the NS WMS to enable or disable the item receipts in NS WMS. If we enable these faeture, the below statements explains how it handles under receipt or over receipt cases Under-Receipt: System treats under receipt as a partial shipment with expectation that remaining qty will show up… Continue reading Automatically post item receipt in NS WMS
Automated Cash Application Feature
The Automated Cash Application feature enables you to automatically generate a batch of customer payments in NetSuite and apply them to open invoices. The generated customer payments are then automatically matched and cleared in the system. Overview Benefits of Auto Cash Application Auto-match incoming customer payments from your bank to open invoices Auto-create GL customer… Continue reading Automated Cash Application Feature
Feasibility of Amazon Integration using different methods
Requirement The Client requires to integrate the Orders which are ‘Fulfillment By Amazon’(FBA) to Netsuite. Also, they want to record the Fees from Amazon (such as Storage Fee, Advertisement Fee, etc) as a Journal in NetSuite. Introduction The Integration of Orders and Fees with Netsuite from Amazon can be achieved by following methods: Amazon –… Continue reading Feasibility of Amazon Integration using different methods
Proposal for teamwork collaboration with Netsuite
Our Solutions The document summarizes the solutions we suggested for bringing up some teamwork features in the Netsuite 1. Field Customization Create Project Rep field in the opportunity record where project reps lists will be sourced to the field. The user can select or change the rep through the User interface. 2.Contractor health and safety… Continue reading Proposal for teamwork collaboration with Netsuite
Proposal For Invoice PDF Customization
Requirement Client would like to implement customizations in Invoice PDF., The following points need to be noted: Item description to be limited to only 50 characters when displayed in the invoice PDF. Shipment ID (Item fulfillment number) info to be displayed under invoice in the invoice PDF Forms to be applied will be different according… Continue reading Proposal For Invoice PDF Customization
Outbound Integration of Customer Master Data and Customer Balance From Netsuite
Requirement The client would like to sync the customer data and customer balance data from Netsuite to the Application. Our Solution We will provide a REST API for the Application user to fetch the data from Netsuite to the Application. Customer Data Sync We will be implementing an API to fetch the customer data from… Continue reading Outbound Integration of Customer Master Data and Customer Balance From Netsuite
Updating due date based on uploading date
Requirement The client requirement is to update the due date in the invoice record according to the uploading date and the customer’s terms of billing. Our Solution Implement a script in the invoice record and script will be updating the due date according to the value selected in the fields “uploading date” and “customer terms”… Continue reading Updating due date based on uploading date
Automated Consolidate Fulfillment from sales order Phase II
Proposal summary Bloom & Grow Group would like to automate their fulfillment process as per the following scope and plan. Requirement In the existing system, we have automated the process of consolidated fulfillment record creation and item fulfillment record creation from sales order when the ‘auto consolidate fulfill’ checkbox is checked Three processes is automated… Continue reading Automated Consolidate Fulfillment from sales order Phase II
Proposal for customization to generate Item Fulfillments in Netsuite
Proposal summary Clients would like to automate their fulfillment process as per the following scope and plan. Requirement The ultimate aim is to generate item fulfilment records for sales order from a customized page. The user should be able to filter out the sales orders after specifying some criteria. Users should have the flexibility to… Continue reading Proposal for customization to generate Item Fulfillments in Netsuite