Author: Jasmine Jacob

There are two distinct stages to setting up a new case alert. First, we need to create a case-saved search which will be used to monitor the required performance criteria. Once this is done, we create a new case alert assign the various recipients, and select the required email template. To create a case saved… Continue reading Setting up a Case Alert on Support Cases

Navigate to Customization > Forms > Advanced PDF/HTML Templates Preferred Advanced PDF Template: Click Customize/Edit Toggle Source Code Source Code: Add the following code: <#assign shippingcost = record.shippingcost – record.handlingcost><table><tr><th>${‌record.shippingcost@label}</th><td>${‌shippingcost?string.currency}</td></tr><tr><th>${‌record.handlingcost@label}</th><td>${‌record.handlingcost}</td></tr></table></code>

You can link support cases to seven transaction types including sales orders, invoices, and purchase orders.  To link a support case to a transaction: Open the support case record. Click the Related Records subtab. Click New on the Transactions subtab to create a new linked transaction. You can also click Attach to link an existing transaction to the support case.

The Email Case Capture feature automatically converts customer support messages your company receives into organized cases in NetSuite. An administrator can enable this feature at Setup > Company > Enable Features > CRM > Support.  When cases are submitted, each case is automatically: saved in your case queue saved on the customer’s record assigned to a… Continue reading Prerequisites for Setting Up Email Case Capture

The Case Alerts feature includes a default email template that is fully customizable. You can access this template at Setup > Company > System Email Templates. The subject header is derived from the case name used in the name field on the case alert record. The subject header also includes the number of cases that match… Continue reading The Standard Case Alert Email Template

Mobile states store data to make them available within the app. Data captured from a process page can be stored in the state and accessed on succeeding pages within the mobile process. At the end of a process flow, the stored data can be saved to a NetSuite record or transaction.  When you add or… Continue reading WMS:Mobile States as Data Source

Currently, the ability to restrict the custom lists based on role is still an enhancement. As an alternate solution, you may follow the steps below: A. Convert the Custom List into a Custom Record Type: 1. Navigate to Customization > Lists, Records, & Fields > Lists. 2. Click on the Custom List in question 3. Check off Convert to Custom… Continue reading Restrict adding new value to Custom List Field