To disable the email notification when creating a transaction record, follow the procedure. Navigate to Customization > Workflow > Workflows > New. Basic Information: Name: Enter Name of workflow. Record Type: Select Transaction Sub Types: Select required transaction records. Execute as Admin: Enter Checkmark Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark Click Save Click State 1 Bottom right corner: Click New… Continue reading Disable email notification
Author: Nancy Enasu
Workflow send email action
To send emails when creating transaction record, Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Record Type: Select Transaction Sub Types: Select Sales Order Execute as Admin: Enter Checkmark Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Event Types: Select Create Click Save Click State 1 Bottom right corner: Click New Action… Continue reading Workflow send email action
Identify email templates used in transactions
Open the required transaction form in edit mode. Email template used is given in the Email message template field. If the email message template is “Default email template” To see the default email template, navigate to Setup > Company > Email Preferences Under Transactions, default email template can be viewed.
Shopify Refund to NetSuite Refund Add
The Shopify Refund to NetSuite Refund Add flow syncs refund orders from Shopify to NetSuite Refund. The flow helps you to create a Customer Refund from an Invoice, a Cash Refund from a Cash Sale, and a Customer Refund from a Customer Deposit. When we run the flow; The flow first fetches all the refund orders from… Continue reading Shopify Refund to NetSuite Refund Add
NetSuite Refund to Shopify Refund Add
To sync refund orders from NetSuite to Shopify: Select the SO in NetSuite that is already imported from Shopify. Ensure it has a Cash Sale/Invoice that will refund against. Create a Cash Refund. Navigate to Transactions > Sales > Enter Cash Sales > List for Cash Sale or create Credit Memo. Navigate to Transactions >… Continue reading NetSuite Refund to Shopify Refund Add
Shopify-NetSuite Integration app
Shopify – NetSuite integration app comes with prebuilt integration flows that synchronize Customers, Sales Orders, Inventory levels, Items, Billing Info, Fulfillments, Cancellations and Refunds between NetSuite & Shopify Some of the prebuilt flows are given below; 1.Sync NetSuite Items as Shopify products 2. Sync orders and customers from Shopify to NetSuite 3. Sync order refunds… Continue reading Shopify-NetSuite Integration app
Restrict purchase order creation
To restrict purchase order creation to admin role, it can be done using workflow. Navigate to Customization > Workflow> Workflows > New Add basic information Click State 1 Select New Action Select Return User Error Trigger on : Select Before Record Load Condition: User Role != Administrator Event Type: Select Create and Copy Text : “You have no permission to create Purchase Order”… Continue reading Restrict purchase order creation
Set default Shipping Carrier
To set default Shipping Carrier, Navigate to Setup > Accounting > Shipping Select the default Shipping Carrier. Submit it. Please note that this default value will be displayed on the customer records, Sales Orders, and Invoices. Also, the Shipping Carrier field is not yet exposed to Workflows.
Saved search to show last item receipt date
Saved Search to Show the Last Item Receipt Date (in case of item receipt of a transfer order, current date should be based on the To Location). Navigate to Lists > Search > Saved Searches > New > Item Under Criteria tab, enter the required criteria. Under Results tab, enter the following: Formula (Date) | Summary Type = Maximum Add this formula, Enter a Search Title and hit Save. The search… Continue reading Saved search to show last item receipt date
gross profit and gross profit percentage
We calculate Gross Profit = Selling Price – Purchase Price.Gross Profit Percentage = (Gross Profit / Selling Price) * 100. If item line consists of selling price and purchase price, then use this function to calculate gross profit and gross profit percentage.