Issue: We have encountered an issue during the workflow development where the ‘Current Record’ field is not appearing as expected. This appears to be due to the large volume of transactions in the account, which is causing the field values to buffer and load slowly. Even when manually typing the field name, ‘Current Record’ does… Continue reading ‘Current Record’ Option Missing in Workflow’s Set Field Value Action
Author: Renjima C S
Calculating Available to Build on Sales Order
ATB details for assembly items and kits appear on the Sales Order page. We can calculate ATB at Top Level or All Levels. Steps to Calculate ATB: Go to Transactions > Sales > Enter Sales Orders. Select a custom form and a customer. Choose a location: Under the Classification section (Location field). Under Items >… Continue reading Calculating Available to Build on Sales Order
Available to Build Calculation (ATB SuiteApp)
Component Quantity Needed: At each level, the quantity required for each component is 1. Levels and On-Hand Quantities: Level 1 (Top Level): Bicycle is the end assembly. Minimum on-hand quantity at Level 1 is 8 (based on the lowest on-hand quantity, which is Front Parts Assembly). Level 2: Frame Parts: 20 on-hand. Gear Unit: 15… Continue reading Available to Build Calculation (ATB SuiteApp)
ATB – Enable the General Preferences
Enable the General Preferences We can customize how to view Available to Build (ATB) values under Custom Preferences in Setup > Company > General Preferences > Custom Preferences. Here are the options available: Show Available to Build Subtab in Sales Order: Check this box to display the ATB subtab on the Sales Order Entry page.… Continue reading ATB – Enable the General Preferences
Available to Build SuiteApp
The Available To Build (ATB) SuiteApp helps manufacturers determine how many assemblies or kits they can produce with their current on-hand inventory. It evaluates inventory levels for both end assemblies and sub-assembly components, enabling manufacturers to identify how much they can supply to customers. ATB calculates quantities using either the top-level Bill of Materials (BOM)… Continue reading Available to Build SuiteApp
Global Subscription Status
For the Mass update of global subscription status do the following Go to Lists > Mass Update > Mass Updates. Expand General Updates, then click Company, Customer, Partner, or Vendor. Set criteria for the users we want to update. On the Mass Update Fields subtab, check the Global Subscription Status box. Select the status which want to set: Soft… Continue reading Global Subscription Status
Mail Merge History
To review the email history, navigate to Documents > Mail Merge > Merge History, where the status of the sent emails can be viewed.
Prerequisites needed for the Mail merge Option in NetSuite
Prerequisites: we need to create a customer group. For this, navigate to List > Relationships > Group > New, select Customers as the group members and Dynamic as group type, and click Continue. On the ‘Create Dynamic customer group’ page, add a group name, select a saved search to define the group members, and ensure… Continue reading Prerequisites needed for the Mail merge Option in NetSuite
Sending Mass Email in NetSuite
In NetSuite, bulk emails can be sent to all active customers using the ‘Mail Merge’ feature. This is ideal for sending common emails, such as updates on current offers or other relevant information. Attachments can also be included in these emails. To enable and properly use the ‘Mail Merge‘ feature, certain configurations and prerequisites must… Continue reading Sending Mass Email in NetSuite
Intercompany Inventory Transfers – Arm’s Length
Destination subsidiary creates an intercompany purchase order. Source subsidiary generates an intercompany sales order through the Manage Intercompany Sales Orders page. Go to Transactions > Sales > Manage Intercompany Sales Orders (Administrator). Source subsidiary fulfills the order and creates an item fulfillment. Destination subsidiary receives the order and creates an item receipt. The quantity received… Continue reading Intercompany Inventory Transfers – Arm’s Length