Use a Bank Statement Parser Plug-in to create and upload your own parsers for different bank and credit card statement formats and store them in NetSuite. Bank Statement Parser Plug-ins translate the information from file formats that are not supported by NetSuite’s default parsers. The Bank Statement Parser Plug-ins then turn the data into account… Continue reading Bank Statement Parser Plug-in Interface Overview
Author: Amal Mathai
Amounts Are Showing Either Negative or Positive on the Saved Search Results
Applies To Product: NetSuite 2020.2 Scenario When working on a Transaction Saved Search, users may sometimes see negative amounts. Solution For amounts to show as negative on a Saved Search results, the nature of the account impacted as well as the impact of the transaction being pulled up have to be considered. When the impact of… Continue reading Amounts Are Showing Either Negative or Positive on the Saved Search Results
BAI2 statement format
BAI2, also called the “Bank Administration Institute Version 2”, is the upgraded version of the BAI file format. It was introduced by the “Bank Administration Institute”, based in the US, to facilitate previous day reporting of account balance information to clients and their agents, for activities that have occurred on a client’s accounts. The main… Continue reading BAI2 statement format
Debugger Not Triggering for Workflow Action Script Called from a Suitelet.
Applies To Product: NetSuite 2022.2 Scenario The debugger is stuck at ‘waiting for user action’ when debugging a workflow action script that was called adhoc by another script. Solution As of 2020.2, it is currently not possible to debug workflow action script if it is triggered through nlapiInitiateWorkflow() as workflow action scripts that are triggered by another script will… Continue reading Debugger Not Triggering for Workflow Action Script Called from a Suitelet.
Consider the User’s Subsidiary in Generating the List of Transactions on the Bulk Approval Page when Using a Custom Approval Workflow
Scenario Add a Formula on the Add Button action of a Workflow to consider the user’s subsidiary in showing the list of transactions on the bulk approval page (for example: Approve Bills page) and displaying the Approve button on transaction records. The standard subsidiary restrictions will not be followed because the bulk approval page generates the list based on the Custom… Continue reading Consider the User’s Subsidiary in Generating the List of Transactions on the Bulk Approval Page when Using a Custom Approval Workflow
Unrestricted Search Permissions in Client Scripts
When running a search on client scripts, the permission level is always set to the user’s currently logged in role. This may cause problems if the role does not have view permissions to the record. This restriction can be bypassed with the following workaround. Unrestrict search permissions on client scripts Update the client script to… Continue reading Unrestricted Search Permissions in Client Scripts
Outbound HTTPs in an unauthenticated client-side context
The following SuiteScript functions are not allowed in an unauthenticated or untrusted client-side context: • SuiteScript 1.0nlapiRequestURL() nlapiRequestURLwithCredentials() nlapiResolveURL() nlapiSetRedirectURL() All search APIs • SuiteScript 2.xhttp.request(options), http.get(options), http.post(options), http.put(options), http.delete(options) https.request(options), https.get(options), https.post(options), https.put(options), https.delete(options) url.resolveUrl(options) All of N/query All of N/search All of N/dataset All of N/workbook Untrusted contexts include: A client script that has at least… Continue reading Outbound HTTPs in an unauthenticated client-side context
Context to Trigger a Workflow After Submitting an Online Customer Form
Scenario There is a requirement to create a workflow that will be triggered when an Online Customer Form is created. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Example: Online Customer Form WF Record Type: Select Customer Sub Types: Select Lead Execute as Admin: Enter Checkmark Release Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Initiation: Select Event Based Event Definition: On Create: Enter Checkmark Trigger Type: Select – All… Continue reading Context to Trigger a Workflow After Submitting an Online Customer Form
Lead Generated from an Online Customer Form Uses an ID of ONLINEXXX
Scenario Lead Generated from an Online Customer Form Uses an ID of ONLINEXXX Solution Online prefix is added if auto-numbering is disabled and if there already exists an entity with the same name. The ONLINEXXX is a feature that tells user in NetSuite that a duplicate lead has been created from an online customer form.… Continue reading Lead Generated from an Online Customer Form Uses an ID of ONLINEXXX
Creating a Static Group
To create a Static Group: Go to Lists > Relationships > Groups (Administrator) > New. On the Create Group page, choose Static. Choose the kind of members you would like this group to contain. Click Continue. Enter a name for this group. If applicable, complete the following: If the owner of this group is someone else, select that person in the Owner field.… Continue reading Creating a Static Group