Requirement The objective of this proposal is to create a customized solution in NetSuite that allows users to manually control the restocking process when creating cash refunds. The standard NetSuite functionality automatically handles restocking in the background. The goal is to modify the existing NetSuite functionality which automatically handles restocking when creating cash refunds.… Continue reading Proposal For Restock Functionality on Cash Refund.
Author: Jasmine Jacob
Email campaign to Non NetSuite customers
Requirement The client has customers outside of NetSuite and would like to send marketing emails to non-NetSuite customers. However, they also want to track which campaign customers originate from within NetSuite. Solution Marketing Email Customizations Prerequisite · Email templates will be pre-created in NetSuite, allowing users to select the appropriate template for… Continue reading Email campaign to Non NetSuite customers
How to set the Status of Return Authorization to Pending Receipt via Workflow?
How to set the Status of Return Authorization to Pending Receipt when a custom ‘Approve’ button is clicked via Workflow. Solution This can be achieved by setting the order status to ‘Pending Fulfillment’ and setting the approved status to ‘Approved’.
Enter Email Domains in NetSuite
To set up Email Domains in your NetSuite account: Go to Setup > Company > Email > Email Preferences. Click the Email Domains (DKIM) subtab. In the Domain Name field, enter the domain name (or subdomain name) you are using to send email from NetSuite. For example: If the email address from which you are sending the email is jwolfe@wolfeelectronics.com, wolfeelectronics.com is… Continue reading Enter Email Domains in NetSuite
NetSuite Emails Coming From “system@netsuite.com”
Some of our NetSuite clients noticed emails being sent from ‘system@netsuite.com’ instead of their preferred address ‘john.doe@mycompany.com’. Solution The reason for this is that they might not have configured your DKIM settings in NetSuite yet. NetSuite clients set up DKIM (DomainKeys Identified Mail) right away to ensure emails appear to be sent from the correct… Continue reading NetSuite Emails Coming From “system@netsuite.com”
Giving Sandbox Access to Individual Users
After a refresh of a sandbox account is complete, access can be added or removed as necessary for individual users in that account. To give sandbox access to individual users: In the sandbox account, go to Lists > Employees > Employees (Administrator) and click Edit next to the name of the employee. 2. On the… Continue reading Giving Sandbox Access to Individual Users
Set the Sales Effective Date to Current Date using Workflow
Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Custom Workflow to Set Date Record Type: Select Transaction Sub Types: Select Sales Order Execute As Admin: Enter Checkmark Release Status: Select Released 3.Initiation: Select Event Based 4.Event Definition: On Create: Enter Checkmark Trigger Type: Select Before Record Load 5.Click Save 6.Click State 1 7.Bottom right corner: Click New Action 8.Click Set Field Value 9.Basic Information: Trigger On: Select Entry 10.Parameters: Field: Select Sales Effective Date Value: Select Date… Continue reading Set the Sales Effective Date to Current Date using Workflow
Requesting a Sandbox Account for the First Time
If you want to purchase a sandbox account, contact your NetSuite account manager. After a license is created for your sandbox account, a user with the Administrator role in your production account should complete these steps. To complete your new sandbox account request: Log in to the production account that is associated with the sandbox… Continue reading Requesting a Sandbox Account for the First Time
Display Type of a Custom Field Automatically Changed
Scenario The user noticed that the Display Type of the Custom Transaction Line Field coming from a Managed Bundle was changed from Normal to Hidden. Under History tab > System Notes, it suggests that one of the Administrators performed the changes. However, the Administrator never performed this change in the UI himself/herself. Solution As the custom field… Continue reading Display Type of a Custom Field Automatically Changed
Troubleshooting: Item Custom Segment Not Auto-Populating on Transaction Line
Scenario: You’ve set up a custom segment to appear on both item records and transaction line items, but it’s not auto-populating as expected. Solution: Edit Custom Segment: Navigate to Customization > Lists, Records & Fields > Custom Segments. Adjust Application & Sourcing: Within the Custom Segment settings, locate the Application & Sourcing tab. Transaction Columns… Continue reading Troubleshooting: Item Custom Segment Not Auto-Populating on Transaction Line