Scenario User wants to create a Saved Search showing unapplied Customer Deposits. Solution 1. Navigate to Lists > Search > Saved Searches > New 2. Select Transaction 3. Enter Search Title 4. In the Criteria tab > Standard subtab, Add the following filters: Type Select Customer Deposit Select Main Line Set to False Select Applying Transaction Set to is any of, Select – None – Note: Always click Add once Field selected and adjusted as needed. 5.… Continue reading Saved Search To Show Unapplied Customer Deposits
Author: Amisha Ramesh
Auto generation of deposit application
In NetSuite, deposit applications are auto-generated in specific scenarios, typically when a customer deposit and the corresponding invoice are processed. Here’s a general outline of how this might occur: Customer Deposit Creation: A customer deposit is recorded in NetSuite, either manually or via an import (like through CSV or SOAP Web Services). This deposit is… Continue reading Auto generation of deposit application
Advanced Intercompany Journal Entries Saved Search
Scenario Distinguish whether a transaction is a regular Journal Entry, Intercompany Journal Entry or Advanced Intercompany Journal Entry by exposing the Advanced intercompany as true. Solution Navigate to Reports > New Search > Transaction Click on Create Saved Search button Go to Criteria tab, Standard subtab, look for and click Type In the window that pops up, choose journalentry Click Set Then add… Continue reading Advanced Intercompany Journal Entries Saved Search
Go to Page action to redirect to a Saved Search Results
Scenario Workflow Action Go To Page redirects to the Saved Search definition instead of Saved Search Results. Go To Page action is used to redirect Workflow users to a specified page in NetSuite, pages being list views of records or reports. Solution The following Workflow sample adds a Button on the Item Fulfillment Record which upon click redirects the user to the List of Sales Orders awaiting fulfillment. 1. Create a Saved Search to… Continue reading Go to Page action to redirect to a Saved Search Results
Error Troubleshooting in Celigo
Step 1: Identify the Source There are two general sources of errors: internal (Celigo configuration or setting) Eg: Lookup, Transformation, Response Mapping external (endpoint/application) Eg: Mailchimp, shopify Step 2: Identify the Error Classification Next to the Source column in the error list is the Classification column. Based on an error’s properties (such as code, message,… Continue reading Error Troubleshooting in Celigo
Types of Accounts in Celigo
There are three types of accounts within the Celigo Platform: Account Owner Highest permission level available Only one allowed per account Often the creator of the account Abilities include: Creating and editing flows and flow components Inviting users Configuring user permissions Transferring account ownership Admin Second highest permission level available Same abilities as account owner… Continue reading Types of Accounts in Celigo
Field Mapping Types in Celigo
There are four types of field mapping available in the Celigo Platform. Standard mapping, which is a direct one-to-one match, is the default type. The other three options are hard-coded, lookup, and handlebars expression. We can switch to the field mapping type that we need by selecting the gear icon at the end of a… Continue reading Field Mapping Types in Celigo
Include Purchase Order and Vendor Bill Amount in the Body of Email via Workflow Send Email Action
Scenario There are scenarios when a user needs to indicate the Amount of the Purchase Order and Vendor Bill when sending an email to their respective recipients. The Amount should be reflected in the body of the email. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Record Type: Select Transaction Sub Types: Select Vendor Bill and Purchase Order Execute… Continue reading Include Purchase Order and Vendor Bill Amount in the Body of Email via Workflow Send Email Action
Show Warning Message Before Saving a Record Using Confirm Action via Workflow
Scenario Return a warning message before saving Item record if Display in Webstore checkbox is checked. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Show Warning Message Record Type: Select Item Sub Types: Select Inventory Part Note: Select any category under Item Execute as Admin: Enter Checkmark Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark Trigger Type: Select Before Record Submit Click Save Click State… Continue reading Show Warning Message Before Saving a Record Using Confirm Action via Workflow
Hide Fulfill Button on Sales Order via Workflow
Scenario User wants to hide the Fulfill button on the Sales Order when Credit Hold on the Customer is set to On. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Remove Fulfill button Record Type: Select Transaction Sub Types: Select Sales Order Execute As Admin: Enter Checkmark Release Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On View or Update: Enter Checkmark Click Save… Continue reading Hide Fulfill Button on Sales Order via Workflow