customization – knowledgebase JJ

Customer Id generation and listing in the field

If you click the field help on Customer ID, it says: “Enter the name of this customer, prospect or lead the way it should appear in all lists and on the Pay to the Order of line of checks. If you use Auto-Generated Numbering, the customer number or code fills here. Enter the… Continue reading Customer Id generation and listing in the field

Effective Testing Strategies for NetSuite Customizations and Integrations

In NetSuite, customizing workflows, scripts, and integrations is crucial for tailoring the system to business needs. However, it’s equally important to test these customizations rigorously to ensure they function correctly and do not disrupt business operations. Effective testing strategies help businesses identify and address issues before they impact users or processes, ensuring smooth and reliable… Continue reading Effective Testing Strategies for NetSuite Customizations and Integrations

A Summary of Different NetSuite Customization Tools

Understanding the range of tools available in NetSuite empowers businesses to maximize its potential. If your business needs go beyond what NetSuite offers out of the box, these tools are invaluable resources to meet your requirement. As NetSuite Administrators, knowing which tools are at your disposal can prove valuable in terms of: 1. Tailor-fit solutions. Understanding… Continue reading A Summary of Different NetSuite Customization Tools

PO and IR Rate Sync

Typically, when there’s a change in the rate specified in purchase orders, the corresponding rates in previously generated item receipts won’t be automatically adjusted to the updated rate. To address this, we can employ the provided script to ensure that the rates in item receipts are synchronized with any changes made to the rate in… Continue reading PO and IR Rate Sync

Correlated item in the Website

Correlated and related items create up-sell opportunities by displaying additional items to shoppers in your web store. Correlated items are dynamically created from the site statistics based on the shopper’s buying behavior, such as the ratio of items added to the shopping cart versus those that were ultimately purchased. The list of correlated items is… Continue reading Correlated item in the Website

Add new columns in the Item Location subtab

Customizing the Sub list View of Location in Inventory records is an Enhancement logged. So it is not possible to add the new columns using the standard customization methods.

How to edit the details of a new custom field in a custom record

Steps 1.Open the custom record by navigating to Customization > List, Record, Field > Record Types. 2.Then on the custom record page, select and open the field in which the changes to be made. Then we can make necessary customizations in the custom field.

How to get a contact from a contact search by editing the phone number in the url

Changing the phone number in the saved search link(URL), provides the accurate result as per the Contact(s) with the corresponding Phone number. This can be done by adding phone number as an available filter while creating the saved search. Then we can fetch the required contact information just by changing the phone number in the… Continue reading How to get a contact from a contact search by editing the phone number in the url

Currency changing in Profit and Loss Report

We have checked the possibility to change the OX Group Global (Consolidated) currency from AUD to GBP by keeping OX Group Global subsidiary currency as AUD in the income statement/Profit and Loss Report. As per the standard limits of NetSuite the said requirement is not possible. As an alternative solution we can try by creating… Continue reading Currency changing in Profit and Loss Report