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
Author: Diya S
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
To publish an online case or customer form
Go to Commerce > Site Builder > Content Management > Publish Forms. Select the type of online form you want to publish: For case records, click Case Form. For online customer forms, click Customer Form. Enter a value in the Name field to create the link displayed on your site. When site visitors click this name, they are directed to… Continue reading To publish an online case or customer form
Creating an Online Form Template Record
After you upload your template to your file cabinet, create an online form template record. To create an online form template record: Go to Documents > Templates > Marketing Templates > New. On the Select Type page, click Online Form. On the Online Form Template page, enter a name for the template. In the Title field, enter the text… Continue reading Creating an Online Form Template Record
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: