Requirement Is there a way to expose a “Name”(Entity) field under the Cash Back section of a Deposit form? I am not finding a way to do it through customizing the form. Our accounting team wants to be able to find these transactions in the Transactions subtab of the entity record. I told them I… Continue reading Deposit Form – Cash Back tab does not have “Name” field
Category: NS Administration
All articles / code related to Netsuite administration
Fixed asset Deletion
Download the sample file on here link (Click here for a sample file) at Bulk Asset Deletion page, we can see that ID and Name Columns have “For display only” description on line 5. With this, we know that we can remove these columns for easier import. Update the CSV File and remove ID and… Continue reading Fixed asset Deletion
Applying Changes to Published Dashboards
Log in using the role that was originally used to publish the dashboard. Make the necessary changes to one or more of the dashboards you previously published for other roles. Navigate to your Home Page, and in the Settings Portlet, click List next to Publish Dashboard. Click Edit next to the dashboard you want to… Continue reading Applying Changes to Published Dashboards
Understanding Customer-Scheduled Maintenance in NetSuite
Ayitah Tallada-Oracle Started a new discussion. NetSuite Admin Tip | Understanding Customer-Scheduled Maintenance in NetSuite Understanding CSM is key to improving customer satisfaction, as it lets businesses schedule maintenance when it’s most convenient for them, ensuring their operations aren’t disrupted by necessary technical work. What is Customer-Scheduled Maintenance (CSM)? Customer-Scheduled Maintenance is a feature in NetSuite… Continue reading Understanding Customer-Scheduled Maintenance in NetSuite
Invoice Sales Orders page
If Invoice in Advance of Fulfillment is not enabled under Setup > Accounting > Accounting Preferences > Order Management tab, then Sales Orders with Status of Pending Fulfillment will not show up on Invoice Sales Orders page. A sales order with 2 line items, where one line has been fulfilled & invoiced while the other… Continue reading Invoice Sales Orders page
How to Prevent Item from Being Committed?
Scenario User wants to prevent inventory items from being committed. Solution There may be instances when users want to limit items from being available for commitment. You can try: a) Default Commitment Option > Do Not Commit There is a preference that you can set up where items, by default, will not be committed. This would… Continue reading How to Prevent Item from Being Committed?
Star rating in record. Dynamic star in the record using inline HTML
CASE WHEN {custentity_jj_avg_feedback_rating} = 5 THEN ‘<br><div style=”font-size:12px;color:#666666;”>SUMMARY RATING</div><br><div style=”font-size:20px;color:#FFD700;-webkit-text-stroke:1px black;”>?????</div><br>’ WHEN {custentity_jj_avg_feedback_rating} = 4 THEN ‘<br><div style=”font-size:12px;color:#666666;”>SUMMARY RATING</div><br><div style=”font-size:20px;color:#FFD700;-webkit-text-stroke:1px black;”>?????</div><br>’ WHEN {custentity_jj_avg_feedback_rating} = 3 THEN ‘<br><div style=”font-size:12px;color:#666666;”>SUMMARY RATING</div><br><div style=”font-size:20px;color:#FFD700;-webkit-text-stroke:1px black;”>?????</div><br>’ WHEN {custentity_jj_avg_feedback_rating} = 2 THEN ‘<br><div style=”font-size:12px;color:#666666;”>SUMMARY RATING</div><br><div style=”font-size:20px;color:#FFD700;-webkit-text-stroke:1px black;”>?????</div><br>’ WHEN {custentity_jj_avg_feedback_rating} = 1 THEN ‘<br><div style=”font-size:12px;color:#666666;”>SUMMARY RATING</div><br><div style=”font-size:20px;color:#FFD700;-webkit-text-stroke:1px black;”>?????</div><br>’ ELSE ‘<br><div style=”font-size:12px;color:#666666;”>SUMMARY RATING</div><br><div… Continue reading Star rating in record. Dynamic star in the record using inline HTML
Customer wise filtered search hyperlink. View search is customer record as link
Combined ‘<br><div style=”font-size:12px;color:#666666;”>TOTAL REVIEWS</div><br>’|| ‘<span style=”display: inline-block; padding: 8px 16px; font-size:15px; color: #000000; font-weight: bold; text-decoration: none; border-radius: 4px;”>’ || {custentity_jj_total_feedback_received} || ‘</span>’|| ‘<a href=”https://td2976892.app.netsuite.com/app/common/search/searchresults.nl?searchtype=Custom&CUSTRECORD_JJ_CUSTOMER_NAME=’||{id}||’&style=NORMAL&report=&grid=&searchid=1537&“ target=”_blank” style=”display: inline-block; padding: 8px 16px; background-color: #007bff; color: white; text-decoration: none; border-radius: 4px; transition: background-color 0.3s; font-style: italic;”> View Reviews </a>’ Specif part ‘<a href=”https://td2976892.app.netsuite.com/app/common/search/searchresults.nl?searchtype=Custom&CUSTRECORD_JJ_CUSTOMER_NAME=’||{id}||’&style=NORMAL&report=&grid=&searchid=1537&“ target=”_blank” style=”display: inline-block; padding:… Continue reading Customer wise filtered search hyperlink. View search is customer record as link
OBN Registeration in NetSUite for einvoicing
To enable electronic invoicing (e-invoicing) in NetSuite through the Oracle Business Network (OBN), follow these steps: 1. Install the NetSuite Electronic Business (NSEB) SuiteApp: Access the SuiteApp Marketplace: Navigate to Customization > SuiteBundler > Search & Install Bundles. Search for NSEB SuiteApp: Enter “NetSuite Electronic Business” in the search bar. Install the SuiteApp: Locate the… Continue reading OBN Registeration in NetSUite for einvoicing
Set Customer Dashboard as Default View in Customer Record
Scenario User wanted to set Customer dashboard as default view in Customer Record. Solution Navigate to Home > Set Preferences Click Appearance Set Customer Dashboard as Default view on Customer Record: Enter Checkmark Click Save