Keeping your Customer database current is essential for maintaining accurate records and supporting efficient business operations. Over time, some Customers may become inactive, no longer placing orders, or engaging with your company. Instead of manually reviewing each record, you can automate this process using a Scheduled Script. This script uses the N/search and N/record modules… Continue reading Customer Inactivity Detection and Status Change via SuiteScript
Tag: customer
How to sent standard invoice email in transaction with PDF attachments
If the standard invoice email is not sending with attachment . We can enable it in the customer prefrence Go to the customer record of that transaction. In the preference, we have email perefrence as PDF, HTML and DEFAULT. Select the PDF. NOTE: If the customer perefence is DEFAULT, then the email will be sent… Continue reading How to sent standard invoice email in transaction with PDF attachments
Saved Search for Customer ID to show only first word
Scenario Create a Saved Search and extract only the first word of the Customer ID found on the Customer Record. Solution Using the Administrator Role, navigate to Lists > Search > Saved Search > New Find and click on Type = Customer Under the Results Tab, add field: –Formula(Text) – CASE WHEN INSTR({entityid}, ‘ ‘) > 0 THEN SUBSTR( {entityid},0, INSTR({entityid}, ‘ ‘)-1 ) ELSE {entityid} END Click Save and Run Note: If the… Continue reading Saved Search for Customer ID to show only first word
Create Saved Search that Show How Many Leads and Prospect are Converted to Customer on Specific Date Range
Scenario How to show how many leads and prospect are converted to Customer on a specific date range Solution Navigate to Lists > Search > Saved Search > New Click Customer Search Title: Enter Title Click Criteria Click Use Expressions Click Columns Field: Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select System Notes : Old Value Description: contains Prospect Parens: ( And/Or: Or… Continue reading Create Saved Search that Show How Many Leads and Prospect are Converted to Customer on Specific Date Range
Proposal For Customer Categorization and Grading System
Proposal Summary This proposal outlines the implementation of an automated customer categorization system in NetSuite to classify customers into Gold, Silver, and Bronze categories based on revenue and order frequency over the past 12 months. The solution includes configuring saved searches, custom records, scheduled scripts, and workflows to automate classification and provide tracking of customer… Continue reading Proposal For Customer Categorization and Grading System
Changing Customer Details After Applying Promotions
If the customer details change after promotions have been applied to a transaction, you should clear all lines on the Promotions subtab. Promotions that have been previously added and are no longer available to the new customer are not automatically removed. The discount these promotions offer is not applied to the transaction, but any single-use… Continue reading Changing Customer Details After Applying Promotions
Customer Creation During Sales Order Sync if Customer is Missing in NetSuite
if (customerRecData.count <= 0) { log.debug(“Customer Not Found, Syncing Customer”, dataObj.customer_id); // Fetch customer details from Adobe let customerAPIURL = adobeLib.ADOBE_API_REQUESTS.FETCH_CUSTOMER_BY_ID.replace(“{customerId}”, dataObj.customer_id); log.debug(“customerAPIURL”, customerAPIURL); … Continue reading Customer Creation During Sales Order Sync if Customer is Missing in NetSuite
Customer sync from NetSuite to multiple TrackTrace
Customer sync from NetSuite to multiple TrackTrace. It is to be done based on subsidiaries included in the subsidiary sublist. define([‘N/record’, ‘N/search’, ‘N/ui/serverWidget’, ‘../../Common Library/jj_tracktracerx_ns_utility.js’, ‘../../Config Module/jj_cm_tracktracerx_api_config.js’], /** * @param{record} record * @param{search} search * @param{serverWidget} * @param{jjUtil} jjUtil * @param{TrackTrace} TrackTrace */ (record, search,… Continue reading Customer sync from NetSuite to multiple TrackTrace
Creating Clickable Phone Links in NetSuite to Make Calls via Microsoft Teams
Introduction In today’s business environment, integrating communication tools with systems like NetSuite can significantly improve efficiency. One common integration is embedding clickable phone links directly into customer records, enabling users to make calls through Microsoft Teams (or any other VoIP-enabled platform) with just a click. This article will explain how you can create clickable phone… Continue reading Creating Clickable Phone Links in NetSuite to Make Calls via Microsoft Teams
Triggering a User Event Script Using a Scheduled Script in NetSuite for Lead and Prospect Converted Customer
Introduction In NetSuite, automation of business processes is crucial for maintaining an efficient workflow. One such use case involves triggering a User Event Script when a customer record changes from a lead or prospect stage to a customer stage, specifically during conversions that indicate a business deal (e.g., “Closed Won” status). This article will walk… Continue reading Triggering a User Event Script Using a Scheduled Script in NetSuite for Lead and Prospect Converted Customer