SCENARIO: User wants to identify which records are synced via NetSuite for Outlook. The table below indicates the column fields that can be added in Outlook to identify which records are synced. Users need to be in List view to expose these fields. When using Microsoft Outlook 2010, perform the steps below: A. Inbox 1. Click View tab > Change View > select Compact. 2. On the Layout group, click Reading… Continue reading NetSuite for Outlook > Identify which records are synced/saved in Outlook
Author: Akshay Suresh
Best Practices for Designing HTML Templates for Use with Marketing Campaigns and Email Templates
Scenario Best Practices for Designing HTML templates for use with Marketing Campaigns and Email Templates. Solution Plan and design the layout before writing the code. Remember that all assets and elements in the page is laid out in blocks of squares or rectangles, like a Spreadsheet, take note and take advantage of this. Once the… Continue reading Best Practices for Designing HTML Templates for Use with Marketing Campaigns and Email Templates
Setting Permissions for a Custom Record Type
To manage access to custom record type data, you can: Define the Permission Model to use permissions on role records, use permissions defined on the custom record itself, or provide public access to the custom record type. Prevent Access through the User Interface so that users cannot access custom record type data through the NetSuite user interface.… Continue reading Setting Permissions for a Custom Record Type
This proposal outlines the development of a production order tracking system utilizing QR codes to streamline the tracking process from the production line through post-production.
Proposal Summary This proposal outlines the development of a production order tracking system utilizing QR codes to streamline the tracking process from the production line through post-production. The estimated time for the completion of this proposal is 40 hours. The scope and the provided estimate are based on discussions and email communications. Any scope changes… Continue reading This proposal outlines the development of a production order tracking system utilizing QR codes to streamline the tracking process from the production line through post-production.
Resolve error: “You cannot disable journal entries approval routing because there are journal entries pending approval or journal entries with a rejected status” when disabling Journal Entry Approval Preference
Scenario User wants to disable Journal Entries Approval Routing in from the Accounting Preferences but received an error: “You cannot disable journal entries approval routing because there are journal entries pending approval or journal entries with a rejected status”. Solution Navigate to Transactions > Financial > Make Journal Entries > List Click Customize View Click Available Filters Filters: Select Status Click Save Status: Select “Rejected” and “Pending Approval“ All Journal Entries: Click Edit… Continue reading Resolve error: “You cannot disable journal entries approval routing because there are journal entries pending approval or journal entries with a rejected status” when disabling Journal Entry Approval Preference
How to revert to a previous version on Advanced PDF/HTML Templates?
1. Navigate to Customization > Forms > Advanced PDF/HTML Temaplates 2. On the Advanced PDF/HTML Template page, click on Edit on your PDF Template (In this case, we’ll use NSC Test Invoice PDF/HTML Template II) Check the Template Version of your PDF: On the bottom left corner of the page, you can find the Template Version of your Advanced PDF form: Revert the… Continue reading How to revert to a previous version on Advanced PDF/HTML Templates?
**Error Resolution: “The Location XXX is not available in the elimination subsidiary XXX required to run intercompany elimination. Please change the location record to include the elimination subsidiary.” Scenario:
When attempting to perform an intercompany elimination, the user encounters the error: “The Location XXX is not available in the elimination subsidiary XXX required to run intercompany elimination. Please change the location record to include the elimination subsidiary.” Solution: This error occurs when the Location field is set to mandatory on transactions. To resolve the… Continue reading **Error Resolution: “The Location XXX is not available in the elimination subsidiary XXX required to run intercompany elimination. Please change the location record to include the elimination subsidiary.” Scenario:
Item Used in Previous Sales Orders does not Show When Creating New Sales Orders
How to investigate: 1. Check if the item is set to inactive by navigating to Lists > Accounting > Items > Show Inactives = T. 2. Go to item record and in the System Information tab > System Notes sub tab > check the Date it was set to Inactive (from F to T). 3. Go to the Sales Order record where this item has been selected. Check… Continue reading Item Used in Previous Sales Orders does not Show When Creating New Sales Orders
Change Item’s External ID
External ID of an item record is a standard field that cannot be modified through user interface. Modification can only be accomplished through CSV Import. 1. Create a CSV file, basic example is to add 2 columns: a. Internal ID – internal ID of the item record to be updated. This can be located on the item record… Continue reading Change Item’s External ID
HTML PAGE FOR QR CODE SCANNING USING JAVASCRIPT LIBRARY
<!DOCTYPE html> <html lang=“en”> <head> <meta charset=“utf-8”> <meta name=“viewport” content=“width=device-width, initial-scale=1, shrink-to-fit=no”> <link rel=“preconnect” href=“https://fonts.gstatic.com”> <link href=“https://fonts.googleapis.com/css2?family=Roboto:wght@400;700&display=swap” rel=“stylesheet”> <link rel=“stylesheet” href=“https://cdn.jsdelivr.net/npm/bootstrap@4.5.3/dist/css/bootstrap.min.css” integrity=“sha384-TX8t27EcRE3e/ihU7zmQxVncDAy5uIKz4rEkgIXeMed4M0jlfIDPvg6uqKI2xXr2” crossorigin=“anonymous”> <script src=“https://unpkg.com/html5-qrcode” type=“text/javascript”></script> <script src=“https://ajax.googleapis.com/ajax/libs/jquery/3.5.1/jquery.min.js”></script> <style> body {… Continue reading HTML PAGE FOR QR CODE SCANNING USING JAVASCRIPT LIBRARY