Navigate to Customization > Forms > Advanced PDF/HTML Templates Preferred PDF Template: Click Edit Add the following in URL “&VERSION=(#VERSION NUMBER)” Check the template version below down
Author: Sandhra Simon
Estimates does not follow the internal IDs in sequence.
All records belonging to the same high-level group share the same ID pool. For example, sales orders and invoices both belong to the group of transaction records. When you create a sales order and it is assigned 1234 as the internal ID, you should not assume that the internal ID of the next sales order… Continue reading Estimates does not follow the internal IDs in sequence.
Uploading images or adding the respective URLs
I. Create a Custom Item Field 1. Navigate to Customization > Lists, Records, & Fields > Item Fields > New 2. Provide a Label 3. Set Type to Hypelink 4. Mark the Store Value checkbox 5. Under Applies To tab, select the item type (e.g. Inventory Item) 6. Under Display tab, set Subtab to Main, then… Continue reading Uploading images or adding the respective URLs
Default Payment Account Hierarchy
The following is the hierarchy that NetSuite uses for its default payment account: Payment Method Note: This can be found in Setup > Accounting > Accounting Lists > Type: Payment Method If Deposit To is marked, either: Undeposited Funds, or Specific Account selected If no Account is selected, it will default to Settlement Bank Account… Continue reading Default Payment Account Hierarchy
Print subsidiary name on condition
<#if record.subsidiary = ‘ABC Company’> </td> ABC Company</#if>
Activate tax rate for state
Step-by-step instructions for activating tax rate for state Using administrator role, Navigate to Setup → Accounting → Nexus → New Add Country, State/Province/County and save the record. Navigate to Setup → Company → Subsidiary Click on Edit of Subsidiary In Nexus subtab, add the newly added Nexus and save the record Navigate to Setup →… Continue reading Activate tax rate for state
Net Promoter Score
Net Promoter Score (NPS) is a metric used to measure customer loyalty and satisfaction based on their likelihood to recommend a company’s product or service to others. It is a popular tool for assessing customer experience and is widely used in various industries to understand customer sentiment. How NPS Works: NPS is typically measured through… Continue reading Net Promoter Score
If Purchasing(Checkbox) is checked make contact information mandatory
Create Custom Entity Field – Purchasing Checkbox Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter Purchasing Type: Select Check Box Store Value: Enter Checkmark Click Applies To Vendor: Enter Checkmark Click Display Subtab: Select Main Click Save Create Workflow Navigate to Customization > Workflow > Workflows > New Basic… Continue reading If Purchasing(Checkbox) is checked make contact information mandatory
Discount at Line level of Sales Order
Discount Item can be created by the following steps: Navigate to Lists > Accounting > Items > New Click Discount In the Item Name/Number field, enter a name or number for the Discount Item In the Rate field, enter an amount or percentage value In the Accounting tab, for the Account field, select a GL… Continue reading Discount at Line level of Sales Order
To remove kit components from the Advanced PDF and Transactions
Navigate to Lists > Accounting > Items Select the Item Group record on Edit mode On Purchasing/Inventory tab > Components sub list Unmark the ‘Display Components on Transactions‘ box Click Save