Proposal For Sales VS Quota Report for Partners This proposal covers the scope of enabling the “Elevate Outside Sales Rep” role to view their own sales quotas alongside actual sales data without accessing other sales representatives’ information NetSuite for Elevate Oral Care (hereafter referred as the client). This proposal also covers the engagement scope of… Continue reading Proposal For Sales VS Quota Report for Partners
Author: Francies Sunny
Setting Availability Date in NetSuite Items Based on Sales Orders with Pending Approval Status
Managing inventory effectively is crucial in any business, especially when it comes to ensuring that items are available for customers at the right time. One key aspect of this is setting the availability date for items, particularly when there are sales orders pending approval. Here’s a step-by-step guide to how this can be accomplished in… Continue reading Setting Availability Date in NetSuite Items Based on Sales Orders with Pending Approval Status
Narrow Portlet and Wide Portlet in Customize Report Snapshot
When adding a report to your NetSuite dashboard, you have the option to customize how the report data is displayed using Narrow and Wide Portlets. This flexibility ensures that the most relevant information is presented in the most appropriate format. Customizing the Report Snapshot Selecting Columns for Narrow and Wide Portlets: When configuring the report… Continue reading Narrow Portlet and Wide Portlet in Customize Report Snapshot
Adding Reports to Dashboard View
Customizing your NetSuite dashboard with key reports can provide quick access to vital information. Here’s how you can add reports to your dashboard view: Steps to Add Reports to Dashboard Create a Snapshot from the Report: In the report view, navigate to the bottom right corner where the snapshot option is available. Click on it… Continue reading Adding Reports to Dashboard View
Linking Reports on the Reports Tab
Customizing the Reports tab in NetSuite allows you to tailor your reporting interface to better suit your organization’s needs. Here’s how you can link and organize your reports on the Reports tab by customizing it. Steps to Customize the Reports Tab Login as Administrator: Ensure you have the necessary permissions by logging in with an… Continue reading Linking Reports on the Reports Tab
Using Email Templates in NetSuite for Item Approval
NetSuite allows businesses to automate and streamline their workflows using email templates. The provided template is designed to facilitate the item approval process, ensuring that stakeholders can easily approve or reject items with just a click. Below, we break down the components of this email template and explain how it enhances the approval workflow. Email… Continue reading Using Email Templates in NetSuite for Item Approval
Merging Email Templates and Sending Approval Emails in NetSuite
Introduction: Merging email templates with dynamic content and sending approval emails are key steps in automating approval workflows in NetSuite. This article covers the merging process and email sending functionality. Key Script: const sendEmail = { sendEmail(recordId, itemName) { try { … Continue reading Merging Email Templates and Sending Approval Emails in NetSuite
Generating Dynamic URLs for Approval Processes in NetSuite
Introduction: Creating dynamic URLs for approval processes is crucial in automating workflows in NetSuite. This article discusses generating external and record URLs to streamline item approval processes. const sendEmail = { sendEmail(recordId, itemName) { try { const… Continue reading Generating Dynamic URLs for Approval Processes in NetSuite
Project Management in NetSuite: Key Terms and Concepts
Project Account Configuration Project Offerings Project offerings in NetSuite refer to the different types of services or deliverables that a project provides. These can include consulting, software development, implementation, and support services. Proper configuration of project offerings ensures that each project aligns with the specific needs and expectations of the client. Account Configuration Account configuration… Continue reading Project Management in NetSuite: Key Terms and Concepts
Creating and Applying a Journal Entry to a Payment Record in NetSuite
Overview The provided function, createJournalRecord, takes in request parameters, creates a journal entry, and applies this entry to a specified payment record if available. Key Steps Extract Parameters from the Request Create a Journal Entry Apply the Journal Entry to a Payment Record Extract Parameters from the Request First, we extract the necessary parameters from… Continue reading Creating and Applying a Journal Entry to a Payment Record in NetSuite