<td margin-top=”18px” font-size=”9pt” padding=”-0.2in 0in 0.2in 0.0in” class=”nameandaddress”> <span> <#if record.subsidiary == ‘Subsidiary1’> 4528 55 Ave NW, Edmonton AB T6B 3S2<br /> 105-10711 74 ST SE Calgary AB T2C 5T2<br /> 101-30923 Wheel Ave, Abbotsford BC V2T 6G7<br /> P: 888-435-6466 E: sales@expertec.ca <#elseif record.subsidiary == “Subsidiary2”> Company name<br /> 3880 S Power Rd… Continue reading Update the address in the PDF template based on the selected subsidiary.
Author: Mindu Paul
Automate Monthly Spend Report for Blanket Purchase Orders
We need to create an automated report in NetSuite that will be sent out on a monthly basis. This report should detail the spend against specific blanket Purchase Orders (POs). Navigate to Lists > Search > Saved Search > New Select the type as ‘Blanket PO’. Blanket Po is a custom record Under the criteria… Continue reading Automate Monthly Spend Report for Blanket Purchase Orders
Formula to convert the amount from the base unit to the primary unit in an item saved search
Navigate to Lists > Search >Saved Search > New, then select item search. Provide the criteria and results as per the requirement. Under the results tab, select ‘Formula(currency)’ Select summary type as ‘Maximum’ Provide the formula: MAX(({transaction.rate}*{transaction.quantity})/{transaction.quantityuom}) KEEP(DENSE_RANK LAST ORDER BY {transaction.trandate} ) Then save and run the search
Item saved search to get the last purchase price from the most recent PO
Client requested to retrieve the last purchase price from the most recent PO. Navigate to Lists > Search >Saved Search > New, then select item search. Provide the criteria and results as per the requirement. Under the results subtab, select Transaction Fields: Item Rate Summary type – Maximum When ordered by field – Transaction Fields:… Continue reading Item saved search to get the last purchase price from the most recent PO
How to create sublist action group
If you have not already done so, open the existing workflow that contains the state where you want to create an action group in edit mode. In the diagrammer, select the state and click the Edit icon on the State tab in the context panel. Click New Sublist Group. The Sublist Action Group window appears with the Type field set to Sublist Action… Continue reading How to create sublist action group
Why is the standard Alternate Email field not appearing in vendor and customer records?
Navigate to Lists > Relationships > Vendors/ Customers > New On the page that opens, if the customer/vendor type is set to “Company,” the standard Alt. Email field will not be displayed. Select “Individual” as the type to make the Alt. Email field visible.
To Update Address field using CSV import
User is updating the Address field that is exposed in the primary information section of the form. Navigate to Setup > Import/Export > Import CSV Records Import Type: Select Relationships Record Type: Select Customers Only CSV File(s): Click Select… and select the file Click Next Data Handling: Select Update Field Mapping: Your Fields: Select Internal ID NetSuite Fields: Select Internal ID Your Fields: Select Address Line 1 NetSuite Fields: Select Address1 Your Fields: Select Address Line 2 NetSuite Fields: Select Address2… Continue reading To Update Address field using CSV import
To make CSV imports public
Opening the Share Import Dialog from the Import Assistant After you have saved an import job, on the Finished page, click Share Import. Opening the Share Import Dialog from the Saved CSV Imports Page Go to Setup > Import/Export > Saved CSV Imports to see all imports to which you have access. Review an import’s setting in… Continue reading To make CSV imports public
Setting Up Rebate Agreement Records
After the installation of Rebate and Trade Promotions SuiteApp completes, you must set up all the required records to set the conditions for how rebates should be calculated, applied, and settled. The following records must be created before you create or enter transactions: Rebate Preference When you set rebate preferences, you can specify the rebate… Continue reading Setting Up Rebate Agreement Records
Limiting Inventory Transfers from and to a particular Location.
Navigate to Customization > Workflow > Workflows > New. Select the record type as transaction Select Inventory Transfer from the subtype Set the workflow to trigger on Create and Edit events. Add a State and set the action as ‘Return User Error’ Then add condition to the state In the workflow condition, select the fields… Continue reading Limiting Inventory Transfers from and to a particular Location.