NetSuite CPQ Proposal Generator helps sales teams quickly create customized business documents for configured items and transactions. By quickly creating quotes and proposals, sales teams can close deals for configured items faster. With NetSuite CPQ Proposal Generator, you can: Create PDF files and Microsoft® Word documents (DOCX files). Base your documents on information from configured… Continue reading NetSuite CPQ Proposal Generator
Category: NetSuite New Releases
General Preferences Overview
In previous articles, we covered the topics of Company setup and Account setup. Now, we will set up the general preferences for the company account. This setup includes defining important preferences for your company that NetSuite will use across many modules and features. To select these general preferences, follow the navigation path: Setup > Company > Preferences > General… Continue reading General Preferences Overview
Setting Location Restrictions in NetSuite with Custom Roles
Managing location restrictions in NetSuite can be challenging, especially when using custom roles across multiple locations. Let’s dive into the limitations and considerations you should be aware of when setting up these restrictions. Limitations of Location Restrictions: NetSuite allows you to set location restrictions in custom roles through the Segment: Location restriction. However, this functionality… Continue reading Setting Location Restrictions in NetSuite with Custom Roles
Supply Planning Enhancements 2024.2
The 2024.2 NetSuite Supply Planning release includes updates to the Supply Planning Workbench, Planning Repository, and more. These updates provide new supply planning options and improvements to the Planning Engine logic and Workday Calendar. ■ Remove a Supply Order from the Repository ■ Combine Minimum Order Quantity with Lot Sizing Options ■ Planning Workbench Filter… Continue reading Supply Planning Enhancements 2024.2
Change in Responding to Customer Messages in Case Management
The preference Receive Customer Replies in Case List Only in Case Management has been renamed to Prevent Support Reps from Receiving Customer Replies by Email. This preference determines whether the support representative assigned to a case can receive email copies of customer replies. If you check the Prevent Support Reps from Receiving Customer Replies by… Continue reading Change in Responding to Customer Messages in Case Management
Ability to Restrict Access to External Case Response Page in CRM
A new security preference has been added to the Customer Support and Service feature. The preference enables or disables access to the External Case Response Page for your customers. The External Case Response Page is a web page that contains information about a case. If you check the External Case Response Page box, anyone with… Continue reading Ability to Restrict Access to External Case Response Page in CRM
Available To Build
The Available To Build SuiteApp helps manufacturers determine the number of assemblies or number of kits that they can assemble with the current available inventory. The SuiteApp evaluates both end assembly and subassembly components, allowing manufacturers to determine what they can provide to customers. Following are the main capabilities of the Available to Build SuiteApp:… Continue reading Available To Build
Supply 360 SuiteApp
The Supply 360 SuiteApp analyzes component shortages across work orders based on location and date filters. The SuiteApp also lets you view planned supplies of any shorted component. Following are the main features of the Supply 360 SuiteApp: Provides an overview of the total numbers of work orders, components, and assemblies that have insufficient inventory… Continue reading Supply 360 SuiteApp
Viewing the License Dashboard
To view the License Dashboard, go to Setup > License Client > License Dashboard. If the list in the SuiteApps subtab is empty, it means that there was no license data retrieved for the account. To request license data, see Requesting License Data from the NetSuite SuiteApps License Server. Example
Cost Variance Analysis
The Cost Variance Analysis SuiteApp analyzes the variances during the execution of work orders. These variances are associated with quantity and cost between the planned values for the work order and the actual values recorded against the work order. This SuiteApp also enables you to do the following: Measure the performance of work orders and… Continue reading Cost Variance Analysis