In order to retreive the role of sales rep from employee record for a transaction search, the exact join would be difficult to get. Try like {salesrep.role} or {salesrep.roleid} . This may or maynot be as in your NetSuite. Such fields are not available under the drop down list . Sample: Under results tab of… Continue reading Salesrep role in transaction saved search
Author: ROSE MARY THOMAS
Maximum and Minimum summary functions in Text Field
The summary functions Maximum and Minimum work in displaying the data based on alphabetical order for the Text Field. For instance, the subsidiary for an item , the subsidiary is set as Parent with include children enabled , as in below screenshot The subsidiaries available for the NetSuite are : When using an item saved… Continue reading Maximum and Minimum summary functions in Text Field
A way for Optimizing Item Group/ Assembly / Kit item Imports
When the item classification like Item Groups are to be imported for update ( for eg: subsidiary) and the components again, are item groups ., there are high probability of entries rejection by the system citing the members are not updated., like for subsidiary. The first solution would be to retry the rejected records in… Continue reading A way for Optimizing Item Group/ Assembly / Kit item Imports
Customer360 : Appearance
When you access a customer record in NetSuite, we can find the link to Customer 360 on right top of the page as in below: Upon clicking the link would lead to another page , as in below : A sample with some transactions would look like : The View Options will show the list… Continue reading Customer360 : Appearance
Saved search enhanced summary function to get the last modified activity type in a transaction.
To pull the latest activity type modified under a list of variuos activites in a transaction record, The search picks the latest activity modified and displays it based on oppportunity / transaction The saved search results is :
Difference in search count during accessing via different roles
Scenario: there is a discrepancy in the saved search total count when accessed via Administrator role and R1 role. When logged via Administrator role, we could see that the total count of the search output is 185 whereas R1 returns 171 Solution: Admin login search : R1 role logged in same search at same time This… Continue reading Difference in search count during accessing via different roles
Transaction Saved search URL to hyperlink filtering document number under customized field
The saved search link to display all item level details was : https://XXXXXXXX.app.netsuite.com/app/common/search/searchresults.nl?searchid=ABC&saverun=T&whence= This returned the results of all the item level details of all quotes in the system. However, a custom hyperlink was added in the Primary Information of the quote to navigate to a different tab ,displaying the item level details of the… Continue reading Transaction Saved search URL to hyperlink filtering document number under customized field
Preferred Stock Level and Reorder point returning blank or no value in reports
As per BAU , the Preferred Stock Level and Reorder point will return blank whenever the item record doesn’t have any valid value in the Preferred Location field under the Purchasing /Inventory sub-tab. However, if the Preferred Location is set for an item which has multiple locations, the values will be picked only for the… Continue reading Preferred Stock Level and Reorder point returning blank or no value in reports
NetSuite email not receiving at intended mailboxes other than JJ mails
When NetSuite is set up to send customers emails based on process like Workflow , yet the email status shows as SENT despite the client’s claim that they haven’t received any —not even in their spam folder— it’s best to check with their IT Director and ask them to whitelist : @sent-via.netsuite.com The Mails send… Continue reading NetSuite email not receiving at intended mailboxes other than JJ mails
Advantages of Advanced BOM
Advanced BOM enables you to do the following: Copy existing BOMs and create new BOMs Use a single BOM across multiple assemblies For example, multiple bicycle frame sizes could all use the same wheel assembly BOM. Assign multiple BOMs to a single assembly Apply unique BOMs to various stages of the product lifecycle For example,… Continue reading Advantages of Advanced BOM