To schedule reports – Navigate to reports and choose the report to be scheduled. At the bottom right corner, select the icon to schedule the reports. Name the schedule, select the start date for report sending, specify the time of sending. In the recipient subtab, designate the primary recipient and indicate any additional recipients for… Continue reading Schedule reports to send emails.
Author: Geethu Krishna
Adding multiple recipients in send email action of a workflow
To add multiple recipients to send email action of a workflow – Click on new action and choose send email action. Under the recipient subtab choose free form address Enter the email address of all recipients separated by comma. Note – If emails are sent using the send email action with a free-form email address,… Continue reading Adding multiple recipients in send email action of a workflow
Customize the inventory profitability report
The client wanted to customize the inventory profitability report such that – only the parent item should be shown in the list , the total revenue column must be in the descending order and to show only item that have quantities in the reporting period . Filter added – quantity – not empty Revenue sorted… Continue reading Customize the inventory profitability report
Saved search to send email to customers when days overdue
Saved search to automate the process of sending emails to customers when days overdue past 7 days. Criteria type – invoice amount remaining not equal to 0 subsidiary – east USA (as the search is subsidiary specific) mainline – true days overdue – greater than or equal to 7 Result date document number days overdue… Continue reading Saved search to send email to customers when days overdue
Single invoice for multiple sales orders – Invoice grouping
In NetSuite, by standard it is not possible to generate a consolidated invoice for multiple sales order created for the same customer. As an alternative the open invoices related to a particular customer can be combined to a single PDF and send to the customers for convenience. This feature is called invoice grouping. the invoice… Continue reading Single invoice for multiple sales orders – Invoice grouping
Create projects from sales transactions
Project records can be created from sales transaction – Projects can be created from sales order , opportunities, estimate which are not closed, pending approval and cancelled To enable this feature – in the item record for the service item for sales and resale – click on the checkbox create project under the related records… Continue reading Create projects from sales transactions
Report that shows of average daily transactions year over year
Report for daily shipments and daily Purchase order for the year 2022 and 2023 Created a saved search of type – transaction. Criteria ( Type is Purchase Order OrType is Item Fulfillment ) AndMain Line is true Result Type – Group For 2022 – Formula (Numeric) – Count- CASE WHEN TO_CHAR({trandate}, ‘YYYY’) = ‘2022’ THEN… Continue reading Report that shows of average daily transactions year over year
Saved search to fetch the invoice amount, payments, deposit and cash collected per trimester each year.
Trimester 1 – February 1 to May 31 Trimester 2 – June 1 to September 30 Trimester 3 – October 1 to January 31 Create a saved search of type transaction Criteria- Type is InvoiceCreated From : Type is Sales OrderPaying Transaction : Type is any of Deposit Application, PaymentCreated From : Date is within… Continue reading Saved search to fetch the invoice amount, payments, deposit and cash collected per trimester each year.
Mark Drop ship Item checkbox of all inventory items
To mark all inventory items as drop ship items, 1.First create a saved search of the list of inventory items which are not marked drop shipped but have a preferred vendor and purchase price. Criteria – type – inventory drop ship item – no preferred vendor – yes purchase price – not empty 2.Export the… Continue reading Mark Drop ship Item checkbox of all inventory items
Functional Specification Document for Service Pack
OVERVIEW This document provides an overview of the functional specifications for automating the service pack business model at Jobin and Jismi using NetSuite. Currently, the company’s operational setup lacks the capability to precisely monitor monthly working hours, with no provisions for accurately tracking the actual hours utilized. Consequently, the company requires a system integrated into… Continue reading Functional Specification Document for Service Pack