Author: Jesto Anto

It is a systematic process of tracking overdue invoices and persistently sending letters to customers demanding payment. The Dunning process is of 3 types Customer Level Dunning, Invoice Level Dunning, and Invoice Group Level Dunning. HOW TO INSTALL THE DUNNING PROCESS Customization>Suite Bundler> Search and install bundle Bundle id :- 392827 Prerequisites: – enable the… Continue reading DUNNING PROCESS

Suitepromotions in the NetSuite help to make advantage of most of the recent promotion enhancements. To enable this, enable the features Promotion codes, Suitepromotions, Auto-Apply-Promotions under the transaction subtab of enable features. New promotions can be created in, List>Marketing>Promotions>New There we can choose the discount rate or static discount amount wants to apply through this… Continue reading SUITEPROMOTIONS

Here we want to add a surcharge of 1% to every invoice created. SOLUTION It can be done by creating a markup item and add ‘subtotal’ and ‘markup’ item created to every invoice using a workflow. List>Accounting>Item>New Select Markup item Give item name and in the rate field add 1% add a tax schedule for… Continue reading TO ADD SURCHARGE FOR EVERY INVOICES CREATED

The options of a list/Record field can be filtered using Sourcing and Filtering option while creating field 1)CUSTOMIZATION> LISTS /RECORDS/ FIELDS>TRANSACTION BODY FIELDS 2) Give name and id to the field 3) Type select List/Record 4) List/ record select the list or record corresponding to this field created 5) set APPLIES TO and DISPLAYS as… Continue reading SOURCING AND FILTERING