We can enable the promise feature by following the steps below 1.Go to Setup > Company > Enable Features 2.On the Items & Inventory subtab, check the Available to Promise box. 3.Click Save After the feature is enabled, you can set up item records for it.
Author: Remya Krishnan
Resolve Error: “Invalid Credit Card Number” on Sandbox Account When Processing Second Cash Sale From Sales Order
Description On Sandbox account, processing of Cash Sale from Sales Order throws an error message: “Invalid Credit Card Number.” Steps to Reproduce: 1.Log in using Administrator role. 2.Take a sample Sales Order with Billing Schedule and Pending Billing status 3.Click Next Bill 4.Click Save 5.Go back to the Sales Order 6.Click Next Bill 7.Click Save… Continue reading Resolve Error: “Invalid Credit Card Number” on Sandbox Account When Processing Second Cash Sale From Sales Order
Resolve Web Site Login error in the Sandbox Web
Description Customers are unable to login as Shoppers to their Sandbox Web Site, especially after it has been refreshed. Solution This is because during refresh, the Customer Center role assignments for Customer users are not copied from Production to Sandbox Accounts. . Remove Access to Customer Center 1.Navigate to Lists > Relationships > Customers 2.Click… Continue reading Resolve Web Site Login error in the Sandbox Web
Custom Role > Communication > Email > Email Message Pop-Up Window > Message tab > Template drop-down Field is unavailable
Description A User attempts to send an email from a Sales Order via communication messages email but the template drop down field is unavailable in the Email Message pop-up window Solution Login as Administrator Navigate to Setup > Users/Roles > Manage Roles Edit Permissions Lists Permission: Add Email Template Level: Set level Click Save
Create a Saved Search to Extract Email Templates
Description A user wants to export the list of email templates. Solution 1.Navigate to Reports > New Search 2.Search Type: Click Email Template 3.Click Create Saved Search 4.Click Save & Run 5.Hover to upper left side of the screen 6.Click Export Microsoft Excel
Use Employee’s Full Name, Title, and Office Phone Number as an Employee Signature in the Email Template Sent From a Case Record
Description User wants to create an employee signature with the tags sourced from an Employee record however it does not show anything when used in an email from a Case record. Solution Navigate to Customization > Lists, Records, & Fields > CRM Fields > New Name: Enter Name Type: Select Free-Form Text Store Value: Remove Checkmark Click Applies To subtab Case: Enter Checkmark Click Display subtab Subtab: Select Main Click Sourcing & Filtering Source From: Select Job Title… Continue reading Use Employee’s Full Name, Title, and Office Phone Number as an Employee Signature in the Email Template Sent From a Case Record
Saved Search finding Contacts not set as the Primary Contact for company
Description : The user would like to know how to find all Contacts where the Role of the Contact is set to other than the Primary Contact. Solution The Saved search which would provide an ability to find the contact records which have not set the contact role as the Primary Contact for company. By using this saved search the… Continue reading Saved Search finding Contacts not set as the Primary Contact for company
Things to be noticed in extending a private function
Description : The things we need to notice when we are extending a private function Scenario : For example we need to extend this function from the source code private confirmConsent(): void { const consentMessage = this.formModel.get(‘customerconsent’); const approveConsentView = new GlobalViewsConfirmationView({ callBack: (): void => { this.formModel.set(‘consent’, true); const promise = this.formModel.save(); if (promise)… Continue reading Things to be noticed in extending a private function
Disable Store Pickup in SuiteCommerce or SuiteCommerce Advanced
Description : We can configure SuiteCommerce or SuiteCommerce Advanced to disable the Store Pickup feature. To disable the Store Pickup feature: .In NetSuite, go to Commerce > Websites > Configuration. Select your website and domain and click Configure Go to the Checkout tab. Clear the Enable Pickup In Store box. Click Save.
Role Cannot Access Reports even with Sufficient Permissions Assigned
Description : A user Wants a role to have access to a report but the role encounters a permission violation error even with sufficient permissions assigned. Solution : 1. Navigate to Reports 2.Report: Click Edit 3.Click More Options 4.Audience: Roles: Select the affected role 5.Click Save