Step 1: Navigate to Record Types Log in to your NetSuite account with appropriate credentials. From the Home dashboard, navigate to Setup > Customization > Lists, Records, & Fields > Record Types. Step 2: Select the Custom Record In the Record Types section, select the custom record for which you want to apply the restriction.… Continue reading Restrict Custom Record List View to One Search Result for Certain Roles in NetSuite
Author: Rashmi Joshi
Understanding Warehouse Management System (WMS) in NetSuite
Introduction NetSuite Warehouse Management System (WMS) is an important component for the efficient operation of your warehouse. It extends your NetSuite implementation and its inventory and warehouse management features so you can better manage your inventory and warehouse transactions. Using a mobile device and processes customized to your warehouse setup, NetSuite WMS helps you improve… Continue reading Understanding Warehouse Management System (WMS) in NetSuite
Effects of Auto-Generated Numbers during Imports
NetSuite lets you enable auto-generated numbering for many record types, including many types of transactions, so that records are numbered automatically in the order they are created. Auto-generated numbering is set up and recorded at Setup > Company > Auto-Generated Numbers. After auto-generated numbering is set up for a record type, NetSuite generates IDs for all… Continue reading Effects of Auto-Generated Numbers during Imports
Accessing Image URLs from Custom Child Records in PDF Templates Using Suitelet in NetSuite
Suitelet Function: renderTemplateFile The renderTemplateFile function uses the SuiteScript render module to create a PDF. It sets the template ID, adds the custom record data, and includes the image URLs from the child records. The resulting PDF is then returned. Fetching Image URLs The script fetches image URLs from the child records (‘customrecord_vr_pps_procdet’) using the… Continue reading Accessing Image URLs from Custom Child Records in PDF Templates Using Suitelet in NetSuite
Function to Round Off Values to One Decimal Place with Precision
It is crucial to handle numerical values with precision, especially when dealing with calculations or financial data. One common requirement is to round off a value to one decimal place and ensure that there is always a trailing zero for added precision. function roundToOneDecimalPlaces(context, fieldName) { // Access the current record in the context var… Continue reading Function to Round Off Values to One Decimal Place with Precision
Mass Deleting Support Cases: A User Guide
NetSuite allows users to perform mass updates, including the mass deletion of support cases. It’s important to note that the ability to delete cases may be subject to user roles. Non-administrator roles can delete cases only if they are the organizer or owner of the respective cases. Below is a step-by-step guide on how to… Continue reading Mass Deleting Support Cases: A User Guide
Understanding the Role of Item Serial/Lot Numbers in Support Cases
Managing customer support efficiently is crucial for any business, and the integration of item serial/lot numbers into support cases can significantly enhance this process. However, users may sometimes encounter situations where these numbers do not appear as expected. Why Item Serial/Lot Numbers may not Appear: The Serial/Lot Number field in a Support Case may not… Continue reading Understanding the Role of Item Serial/Lot Numbers in Support Cases
Managing Revenue Arrangements in NetSuite: Deletion and Orphaned Elements
NetSuite provides a user-friendly interface for managing revenue arrangements, allowing businesses to streamline their financial processes. Occasionally, the need to delete a revenue arrangement arises, and it’s essential to understand the steps involved and the implications on associated transactions. Steps to Delete a Revenue Arrangement: Navigate to Revenue Arrangements: Access the Revenue module and go… Continue reading Managing Revenue Arrangements in NetSuite: Deletion and Orphaned Elements
Maximizing Efficiency: Unveiling the Synergy of NetSuite’s Advanced Billing and Advanced Shipping Features
In the fast-paced world of commerce, where customer expectations are high and operational efficiency is paramount, businesses turn to advanced ERP solutions for a competitive edge. NetSuite offers a dynamic duo of features – Advanced Billing and Advanced Shipping – that, when used in tandem, revolutionize order processing. In this article, we’ll explore how these… Continue reading Maximizing Efficiency: Unveiling the Synergy of NetSuite’s Advanced Billing and Advanced Shipping Features
Boosting Revenue and Customer Satisfaction: The Power of Upselling and Cross-Selling in NetSuite
NetSuite provides businesses with powerful tools for upselling and cross-selling to boost revenue and enhance customer satisfaction. In this article, we’ll delve into the significance of upselling and cross-selling in NetSuite and how businesses can leverage these strategies to thrive in the marketplace. Understanding Upselling and Cross-Selling: 1. Upselling: Upselling involves encouraging customers to purchase… Continue reading Boosting Revenue and Customer Satisfaction: The Power of Upselling and Cross-Selling in NetSuite