Working With Cases

When a customer reports an issue, question, or suggestion to your business, you create a case in your account. That is added to the cases list and starts the case workflow. The case is then routed to the appropriate support rep from the cases list. The support rep can reply by email with an answer,… Continue reading Working With Cases

Creating New Records for Projects

Depending on the features you have enabled, you can create new records for projects. Read Customers for information about entering a new customer record. Read Creating a Basic Project Record for information if you have enabled the Projects feature but not enabled the Project Management feature. Read Creating a Project Record for information if you have enabled the Project Management feature.… Continue reading Creating New Records for Projects

Customer Return Management

When a customer returns an item, it is tracked in a return authorization. Each return authorization records data regarding the Customer Returns Process, such as item numbers and prices, as well as procedural information such as the status of each return. This process can include issuing and approving the return authorization, receiving items back into inventory,… Continue reading Customer Return Management

Enabling Project Features

Go to Setup > Company > Setup Tasks > Enable Features. Check these boxes to enable features: To use basic projects, check the box next to Projects. To use Project Management: Check the box next to Projects and Check the box next to Project Management. To use milestone billing: Check the box next to Projects and Check the box next to Project Management and… Continue reading Enabling Project Features

Search for the filter some item committed in the pick picking ticket page

var transactionSearchObj = search.create({ type: “transaction”, settings:[{“name”:”consolidationtype”,”value”:”ACCTTYPE”}], filters: [ [[“type”,”anyof”,”SalesOrd”],”AND”,[“cogs”,”is”,”F”],”AND”,[“shipping”,”is”,”F”],”AND”,[“formulanumeric: case when ({item.type}NOT IN(‘Inventory Item’,’Kit/Package’,’Assembly’) AND {item.isfulfillable} =’T’ AND ({quantity} – nvl({quantityshiprecv},0)) >0 ) THEN 1 when {item.type}IN(‘Inventory Item’,’Kit/Package’,’Assembly’) AND {quantitypicked}!={quantity} AND {quantitycommitted}>0 then 1 else 0 end”,”equalto”,”1″],”AND”,[“taxline”,”is”,”F”],”AND”,[“status”,”noneof”,”SalesOrd:A”,”SalesOrd:G”,”SalesOrd:H”,”SalesOrd:C”,”SalesOrd:F”],”AND”,[“mainline”,”is”,”F”],”AND”,[“closed”,”is”,”F”]] ], columns: [ search.createColumn({ name: “trandate”, summary: “GROUP”, label: “Date” }), search.createColumn({ name: “tranid”, summary: “GROUP”, label:… Continue reading Search for the filter some item committed in the pick picking ticket page

Uploading an Online Form Template

NetSuite saves online form templates in the Marketing Templates folder of your file cabinet, by default. An administrator or sales administrator can change the folder you use to store your templates. Go to Setup > Sales Force Automation > Preferences > Set Up SFA. To upload an online form template: Click the Documents tab. In the Documents Links… Continue reading Uploading an Online Form Template

Online Form Template

To create an online form with an HTML online template: Create the HTML file that will be used. Upload your template to the file cabinet. Click new on the template record, or place it in the Marketing Templates folder in your file cabinet. Create a template record at Documents > Templates > Marketing Templates > New >… Continue reading Online Form Template

Setting Supply Chain Management Preferences – To set up Inventory preferences:

To set up Inventory preferences: On the Inventory subtab, select whether you want to sort the inventory count sheet by item or bin. Select Print Inventory Count Sheet with Serial/Lot Number if you want the serial number or lot number to appear in the form. In the No. of Lines for Serial/Lot Number field, specify the number of lines to allot… Continue reading Setting Supply Chain Management Preferences – To set up Inventory preferences: