Scenario: I have a transaction saved search in a function, and the internal ID used to filter out the search results, based on the internal ID of the transaction record, is passed from where the function is invoked. However, an error “elem._marshal is not a function” occurred when running the script. Solution: The error occurred… Continue reading Error: “elem._marshal is not a function” when creating saved search
Author: Lakshmi priya Suresh
Automatic Commission Report – Generating the report and sending automated emails.
Deliverables We have developed a functionality to automatically generate commission reports, listing the commission amounts for sales reps based on the start and end dates of the month for which the report should be calculated. Development of a custom interface: To automate the entire process, we have provided a custom interface where the user can… Continue reading Automatic Commission Report – Generating the report and sending automated emails.
Automatic Commission Report – Development
Client requirement: The client would like to automatically generate commission reports for their sales reps and email them to respective sales reps once a month User Event script to display a button to review the commission report for the specified month: /** * @NApiVersion 2.1 * @NScriptType UserEventScript */ define([‘N/error’, ‘N/search’], (error, search) => {… Continue reading Automatic Commission Report – Development
Consolidating Sales orders from NetSuite and sending to Footprint as single outbound order: Proposal
Requirement: Client wants to know if it’s possible to consolidate orders that needs to be consolidated from NetSuite itself and send as a single order to Footprint so that from Footprint, the consolidated order can be processed easily. The orders that need to be combined are identified from the Memo field in which Corp Design… Continue reading Consolidating Sales orders from NetSuite and sending to Footprint as single outbound order: Proposal
PRICE LEVEL DISCOUNTING PROPOSAL
Proposal Summary This proposal summarizes the functionality of applying discounts based on customer price level and the order net total. Requirement When a customer places an order and we process the Estimate Or SO, the below discount should apply based on the NET cost. Corp Design would like the price level to change automatically once… Continue reading PRICE LEVEL DISCOUNTING PROPOSAL
Hide Standard Fields and Subtabs of an Entity Record when using a Custom Role
Scenario The administrator created a Custom Role with Full Access for their developer to access the account and perform different type of customization. The administrator only want their developer to access the customization and have limited view access on the records. The standard field (e.g. Tax ID) and the subtab Bank Payment Details will be hidden for the Developer Custom Role. Solution I. Create a new… Continue reading Hide Standard Fields and Subtabs of an Entity Record when using a Custom Role
Prevent User From Editing or Creating of Sales Order Using Workflow
Scenario User needs to prevent certain role to create and edit Sales Order eventhough they have edit access for it. The edit access is needed so that files can be attached to the record. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Example: Prevent user from creating and editing of SO. Record Type: Select Transaction Sub types: Select Sales Order Execute as… Continue reading Prevent User From Editing or Creating of Sales Order Using Workflow
Resolve Hidden Custom Form Field on Entity or Transaction Records
Scenario There are instances when the Custom Form field is not visible on a custom form even if the field is marked as Show on the custom form’s setup page. This is caused by the fact that only one form for the particular record type is active. If the Custom Form field does not include any… Continue reading Resolve Hidden Custom Form Field on Entity or Transaction Records
Attach Multiple Files to Item Records
Scenario Ability to associate or attach multiple files into an Item Record. Solution User can create a custom record that will store the files and associate it with the Item Records. 1. Create a Custom Record via Customization > List, Records & Fields > Record Types > New Set Name: to Files On Item Uncheck Include Name Field Check Show Creation Date On Record and On List Check Allow Quick Add and Enable… Continue reading Attach Multiple Files to Item Records
Show Custom Special Instruction on Sales Order from Customer Record
Scenario Currently there is no Special Instruction field on the Sales Order record that automatically pulls the value from the Customer record. Some companies need this field to efficiently see the additional instructions associated to the Customer. In order to achieve this, a Custom Entity Field and Custom Transaction Body Field needs to be created.… Continue reading Show Custom Special Instruction on Sales Order from Customer Record