Author: Parvathi K J

The Workflow Action With After Field Edit Trigger is Not Working On Records Created Via CSV Import

Scenario The After Field Edit Trigger on Workflow Actions will not be executed when doing CSV Imports. Since this is the case, the trigger must be changed to After Record Submit. The best practice is to create a new action that will execute specifically for CSV Imports/Updates only. Solution Navigate to Customization > Workflow > Workflows Preferred Workflow: Click Edit Preferred State: Click Edit… Continue reading The Workflow Action With After Field Edit Trigger is Not Working On Records Created Via CSV Import

Email Transaction PDF > Incorrect Currency Symbol

Scenario The PDF attachments of an email created from the transaction record under Create New > Email do not show the correct transaction currency. Solution Navigate to Lists > Accounting > Currencies Select the transaction currency If the Override Currency Format checkbox is unmarked, mark then unmark the checkbox to bring back the correct currency symbol Hit Save

Mass Update of Customer Records to Set the Email Preference to PDF

Scenario The user wants to update the email preferences of several customers to PDF in bulk. Solution Navigate to Lists > Mass Update > Mass Updates Drill down General Updates Click Customer Title of Action: Enter title Click CriteriaNote: Add criteria to your preferencesIf we want to update only the Customer and need not consider the Leads or Prospects then use the criteria “Stage”… Continue reading Mass Update of Customer Records to Set the Email Preference to PDF

Fully Applied Vendor Bill/ Bill Credit is showing in A/P Aging Detail report

The As Of date in the A/P Aging Detail is before the Applied To Transaction (Bill, Journal, or Bill Credit) Date. The balance of the Vendor Payment / Bill Credit is considered as Unapplied until the As Of date covers the applied to the transaction date Example: Vendor Payment / Bill Credit is dated 8/21/2023… Continue reading Fully Applied Vendor Bill/ Bill Credit is showing in A/P Aging Detail report

SFTP Connector SuiteApp

The SFTP (Secure File Transfer Protocol) Connector SuiteApp enables you to directly transfer your payment files from NetSuite to your bank servers. You can also download files from your bank server to NetSuite. The SuiteApp establishes an SFTP connection between your NetSuite account and a remote SFTP server. The SFTP Connector SuiteApp works together with… Continue reading SFTP Connector SuiteApp

Create Workflow to Set Email Format to PDF on Customer Record

Scenario On Customer Record, the default Email Format value is Default. Create Workflow to Set Email Format Set to PDF. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Customer Email Format Record Type: Select Customer SubTypes: Select Customer Execute As Admin: Enter Checkmark Release Status: Select Released Initiation: Select Event Based Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Trigger Type: Select -All- Click Save Click State 1 Bottom right corner: Click New Action… Continue reading Create Workflow to Set Email Format to PDF on Customer Record

Item Receipt From Purchase Order Displays No Records to Show

Scenario The user wants to receive line items from Purchase Orders using the Receive button but the Items and Expenses Tab on Item Receipt displays No Records To Show. Solution Receive the items in Inbound Shipment Open Purchase Order Record Customize the Form On the Sublist Fields tab, Quantity on Shipments: Enter Checkmark Click Save Once the customized form is already saved, the Quantity on Shipments… Continue reading Item Receipt From Purchase Order Displays No Records to Show

NetSuite Promotion: Buy 4 Get 1 Free

Scenario Customers are eligible for a 100% discount on an additional item when they buy at least four of that items. Solution By utilizing Item Promotion we can create a promotion for buy 4 get 1 free.  For that Navigate to List> Marketing> Promotions> New (Item Promotion) Add basic information like “Name” & “Description” Select the… Continue reading NetSuite Promotion: Buy 4 Get 1 Free

Promotion Record

Each promotion type has its own unique promotion form. However, all promotions consist of the same basic elements.   Basic properties – identify the promotion.   To identify a promotion, give each promotion a useful name. We can also provide a description for each promotion if needed.  In the Custom Form field select the promotion type. We… Continue reading Promotion Record