ScenarioAdd the carrier BOLLORE in the Shipping Carrier list field of Item Fulfilment. Solution Go to Customization> List,Record & Fields > ListsFrom the list identify the custom list Shipping Carrier and click on editIn the Custom list, add the carrier BOLLORE and save Now in the item fulfillment record under the field Shipping Carrier the… Continue reading Custom List
Author: Parvathi K J
Purchase Order Approval Flow
In the employee record under the human resource tab, we can set the Purchase Approver. If we set Purchas Approver in the employee record then the approval is done by the selected employee. If no approver is selected then the supervisor “Approves” the Purchase Order.If a purchase approver is selected then the supervisor is no… Continue reading Purchase Order Approval Flow
Default Sales Order Status
We can set sales order status in default for an entire account Setup> Accounting> Accounting Preference Under the Order Management tab, there is a field called “Default sales order status” from this field we can set the default sales order status. We can select the default sales order status as Pending fulfillment or Pending Approval.… Continue reading Default Sales Order Status
Accounting Preference available to not show Item Lines that are not yet fulfilled in Invoices
Show Unfulfilled Items on Invoices NetSuite has an Accounting Preference available to not show Item Lines that are not yet fulfilled in Invoices: Show Unfulfilled Items on Invoices This preference works hand in hand with the Invoice in Advance of Fulfillment Accounting Preference. Show unfulfilled Items on InvoicesCheck this box to have your invoices show items that have yet to be… Continue reading Accounting Preference available to not show Item Lines that are not yet fulfilled in Invoices
Customer Statement Emails With Pdf Attachments
ScenarioThe client needs to send Customer statements to customers in a batch as a PDF attachment and now the statement attachment is delivered to customer in HTML format. SolutionTo send statements as pdf attachments follow the below steps.we can set the email preference individually to a customer or we can set it as a general… Continue reading Customer Statement Emails With Pdf Attachments
Quote Approval workflow for a specific User
ScenarioThe client wants to set up a process in NetSuite that requires approval from a specific user (Approver) before any quotes are created by a specific user (Creator). The submit for Approval button is displayed for the Creator ( In all roles the creator is able to use the Submit for Approval button) and this… Continue reading Quote Approval workflow for a specific User
Customer Statement
Scenario Create an Individual Customer statement that shows open transactions only. SolutionIndividual Customer Statement Go to Transaction> Customer> Individual StatementFrom the field, “Customer” select the name of the customer we want to generate the statement. In the Statement Date field, accept or enter the date you want to appear on the statement. In the Start… Continue reading Customer Statement
Publish Dashboard
ScenarioAdd the Same Dashboard Tile of the Controller to a custom Role SolutionAdd “Publish Dashboards” Permission under the setup tab to the role Controller User: ControllerGo to Settings> Publish Dashboard> List From the list of saved dashboards edit the dashboard, we want to publishThen go to Apply to Role and add the name of the… Continue reading Publish Dashboard
Add Custom Report to Dashboard Tile
User: Administrative RoleTo add a Custom Report to the Dashboard tile go to Setup> Dashboard Tiles> Manage Dashboard Tiles > NewAs per our requirement, we can select the tile type like Reminder, StaticAdd NameTile Type: StaticDisplay To all Role – checking on this box leads to publishing the custom report to all rolesOr we can… Continue reading Add Custom Report to Dashboard Tile
Custom Role with Access to Only Report
Scenario Create a Custom Role based on a Custom center with all transactions and Report view with Report Customization Permission Solution Create a custom center (Report Center)Go to Customization> Centers & Tab> Center > NewCreate a custom role based on the previously created custom roleGo to Set Up> Users/Role> Mange Roles> NewSelect the center as… Continue reading Custom Role with Access to Only Report