Resolving Duplicate Abbreviation Errors in CSV When Adding or Updating Custom List Values

Scenario Resolve Error: “Please Make All Abbreviations Unique. They Will Be Used To Automatically Generate Matrix Subitem Name/Numbers” This happens when an Inactive value in the Custom List uses a duplicate abbreviation from the active values or the CSV file being uploaded. Navigate to Customization > Lists, Records, & Fields > Lists Preferred Custom List:… Continue reading Resolving Duplicate Abbreviation Errors in CSV When Adding or Updating Custom List Values

Switch account ownership to another user in Celigo

When you create an integrator.io account, you can invite other users to your account to administer, monitor, or manage your integrations. You can also transfer account ownership of your account to another user. If you transfer account ownership to another user, that user becomes the account owner. Follow the steps below to switch ownership of… Continue reading Switch account ownership to another user in Celigo

Add Images to File Cabinet via CSV Import and Associate Them to Item

Upload the images to your File Cabinet. On your Computer, collect all your images and make sure to name them accordingly. Move it to one folder then Archive it Login as an Administrator Navigate to Documents > Files > File Cabinet Click Advance Add Zip Archived to Add: Select Zip file Destination Folder: Select Folder Destination Unzip Files:… Continue reading Add Images to File Cabinet via CSV Import and Associate Them to Item

Show Amount Due on Customer Statement

To show Amount Due on Customer Statement: Navigate to Customization > Forms >Transaction Forms Click Customize or Edit preferred Statement form Select Printing type as Basic Go to the Printing fields tab > Columns subtab Enable the Print/Email checkbox on the Open Amount field Click Save

Allow JS/HTML Uploads Permission

Scenario Custom Roles encounter the following permission violation message when uploading a file or sending an email with HTML attachments: “Permission Violation: You need the ‘Allow JS/HTML Uploads’ permission to access this page. Please contact your account administrator.” NetSuite implemented a stricter policy for uploading files with .js and .html suffixes to the file cabinet.… Continue reading Allow JS/HTML Uploads Permission

Bulk Removal of Custom Item Pricing from Customer Records via CSV

The user wants to bulk delete Item Pricing details from customer records. Normally, this can only be done if the Multiple Currencies feature is disabled, because item pricing may include different currencies for the same customer. In this case, the Multiple Currencies feature is already enabled in the account, and it cannot be disabled. Steps… Continue reading Bulk Removal of Custom Item Pricing from Customer Records via CSV