The user can calculate the commission payable to employees for every invoice based on the contribution percentage of employees. Create transactions saved search Go to Lists > Search > Saved Searches > New Select type as Transactions Set the title of your saved search (e.g. “Commission Calculation by Employee Contribution“). In the Criteria tab, add… Continue reading Commission calculation based on employee contribution
Author: Vishnu Mohan
How To remove the ID from the lead source created through the marketing campaign
If we are creating a marketing campaign for including in the lead source drop-down in the customer, prospect, or sales order record the ID will be in front of the lead source for resolving the issue. Go to the Auto-generated Numbers page: Setup> Company> Auto Generated Numbers> Click on the CRM subtab and disable or… Continue reading How To remove the ID from the lead source created through the marketing campaign
How to create a lead source when the campaign is enabled/disabled in the account
Scenario 1: If Campaign is not enabled in the account. Go to: Setup> Sales> Sales > CRM List Select the Lead source from the type filter Click on New Scenario 2: If Campaign is enabled in the account. In this scenario, we will have to create the lead source as a campaign Go to List>… Continue reading How to create a lead source when the campaign is enabled/disabled in the account
How to close an item line in a Sales order (because not able to remove it due to Wave record creation)
An item line from a sales order with a connected wave needs to be deleted by the user. Even if the Wave is finished and the Pick Task for the impacted item is marked as Done or deleted, this cannot be done. By doing this, a system error is generated. Solution: Users can make the… Continue reading How to close an item line in a Sales order (because not able to remove it due to Wave record creation)
Account transactions not showing on the Match Bank Data page for reconciliation
If Account transactions are not showing in the match bank data page Then Edit the COA: (Bank Account) List> Accounting> Accounts Uncheck: Use Match Bank Data and Reconcile Account Statement Pages Click on Save. Navigate to Transactions > Bank > Reconcile Bank Statement Statement Date is set to incorrect Statement Date(to show previous incorrect reconciled statement) Actions > Click Delete Go to… Continue reading Account transactions not showing on the Match Bank Data page for reconciliation
How to calculate commission based on the contribution percentage in saved search
Create a Transaction saved search With types Invoice and credit memo. Add contribution% in results and other necessary data The formula of the Commission is when the contribution is greater than 25% and less than 50%. Round to Hundredths CASE WHEN Round({contribution},2)>= 0.25 AND Round({contribution},2)< 0.50 THEN ((NVL({amount},0)-NVL({quantity}{custcol_aha_sales_invoice_cost},0)+NVL({quantity}{custcol_nsts_rm_purchase_rebate},0))((NVL({amount},0)-NVL({quantity}{custcol_aha_sales_invoice_cost},0)+NVL({quantity}{custcol_nsts_rm_purchase_rebate},0))/NULLIF(NVL({amount},0),0)))(25/100) ELSE 0 END The formula of Commission… Continue reading How to calculate commission based on the contribution percentage in saved search
pitney bowes integration with NetSuite using celigo: Case study
American technology business Pitney Bowes Inc. is best known for its postage metres and other mailing tools and services, but it has since expanded into e-commerce, software, and other areas of technology. The Case study prepared: Order flow to export Sales Orders from NetSuite to PB & Sales orders from NetSuite can be exported and… Continue reading pitney bowes integration with NetSuite using celigo: Case study
How to set criteria for an item saved search to show items where the back order quantity is lower than what is on order
Scenario: Create a saved search to display items having the backorder quantity is lower than what is on order Step: 1 Create an Item saved search List> searches> saved searches> New> Item Provide necessary criteria and results. In the criteria add the formula numeric field Add formula: NVL({quantityonorder},0)-NVL({quantitybackordered},0) And greater than needs to be defined.… Continue reading How to set criteria for an item saved search to show items where the back order quantity is lower than what is on order
Dunning Module Implementation: Case Study
The High-level case study on the Dunning Module implementation: Client: Cedar Electronics Cedar Electronics specializes in communication and detection products. The Company develops and distributes consumer electronics such as radars, dash and action cameras, jump starters, power banks, and radios. Dunning enabled for around 250 customers of 1 subsidiary.
Customer Price level update
Choose Custom in the Price Levels field on transactions if you wish to alter a customer’s price. Next, enter the desired price of each item in the Prices area in the customer record. Go to Lists > Relationships > Customers > New. Enter the customer’s name. Click the Financial subtab. Under Account Information in the Price Level field, choose this… Continue reading Customer Price level update