Scenario How to show how many leads and prospect are converted to Customer on a specific date range Solution Navigate to Lists > Search > Saved Search > New Click Customer Search Title: Enter Title Click Criteria Click Use Expressions Click Columns Field: Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select System Notes : Old Value Description: contains Prospect Parens: ( And/Or: Or… Continue reading Create Saved Search that Show How Many Leads and Prospect are Converted to Customer on Specific Date Range
Author: Amisha Ramesh
Managing File Size Restrictions
Scenario: Files exceeding 10MB are not handled, which could cause failures. If the file size exceeds 10MB throw an error in the response. Steps: In script add a function to check the size of the file. If the size of file is greater than 10 MB, then throw an error in the response.
Manage the folderID within the script record instead of embedding it directly in the script
Scenario: Hardcoding values in the script (e.g., folder ID) is not best practice. Store such values in a script record field and fetch them using the runtime module. Steps: Add the folderID as a parameter in the script record. Give the folderID value in the script deployment Using runtime module get the folderID
Editing Memorized Transactions
You can make name, type, and schedule changes to a memorized transaction. You can also specify posting options and update addresses to ensure that your information is accurate. However, if the field that you want to edit on the memorized transaction is dimmed or not included on the page, you must create a new original transaction and then memorize that… Continue reading Editing Memorized Transactions
Submitting Memorized Transactions
After you have set up memorized transactions you can submit all transactions due to be posted at one time. To submit memorized transactions: Go to Transactions > Management > Enter Memorized Transactions. On the Enter Memorized Transactions page, use the following filters to show transactions in the list: Date Enter or select the date you want… Continue reading Submitting Memorized Transactions
Memorizing a Transaction
When you create a memorized transaction, the update is tracked on the system notes of the memorized transaction. To memorize a transaction: Automatic Memorized Transactions To memorize a transaction: Edit the transaction you want to memorize, and make sure the appropriate information is filled in. Posting transactions that contain serial or lot numbers cannot be… Continue reading Memorizing a Transaction
Memorized Transactions
A memorized transaction is a transaction you set up to recur in NetSuite, such as recurring journal entries. Memorized transactions eliminate data entry and serve as useful reminders. A memorized transaction consists of two parts: The Memorized Transaction Template defines the transaction to be created. The Memorized Transaction Definition sets the parameters for when to create the transaction, whether… Continue reading Memorized Transactions
Reasons of Printed Picking Ticket Field Value Change on Sales Order’s System Notes
Scenario The user wants to know the reason of automatic change in value of Printed Picking Ticket field in the System Notes of a Sales Order. Solution The value of the Printed Picking Ticket field on System Notes of a Sales order would change from F to T once the Picking Ticket is printed from the Sales Order. If the Sales Order is only partially fulfilled, the Printed Picking Ticket field would reset… Continue reading Reasons of Printed Picking Ticket Field Value Change on Sales Order’s System Notes
Creating Custom Wave Forms
When you customize the Wave form, you can assign your own custom advanced print template for generating pick tickets. You can also set your custom form as the preferred form for creating wave transactions. To create custom wave forms: Go to Customization > Forms > Transaction Forms. From the Custom Transaction Forms list, click Customize next to the… Continue reading Creating Custom Wave Forms
Creating Custom Advanced Templates for Pick Tickets
To create custom advanced templates for pick tickets: Using the Administrator role, go to Customization > Forms > Advanced PDF/HTML Templates. From the Advanced PDF/HTML Templates list, click Customize for Standard Pick Ticket/Pick Report PDF/HTML Template. If you want to display standard or custom fields from a pick ticket saved search, do the following: On the New Element subtab,… Continue reading Creating Custom Advanced Templates for Pick Tickets