Create a Skill Category A Skill can represent either knowledge or the ability to perform a task. For each skill, you can definedifferent expertise levels, such as basic, intermediate, and advanced.You can create Skill Categories to group related skills under the same classification.Steps1) Perform a Global Search to locate the New Skill Category page.2) Enter… Continue reading Resource Skill Set SuitApp
Tag: NetSuite customization
Enable Resource Allocation feature
To enable the Resource Allocation feature, navigate to Setup, Company, Enable Features. Under the Company subtab, scroll down to locate the Resource Management section. Select the Resource Allocations checkbox. NetSuite displays a notification that related SuiteApps will be available when you enable this feature. Click Save. Note that once the Resource Allocation feature is enabled,… Continue reading Enable Resource Allocation feature
Resource Allocation Overview
There are two ways to approach resource allocation in NetSuite, centralized or decentralized. In a centralized process, the resource manager role allocates resources to all projects. In a decentralized process, each project manager evaluates and allocates resources to their own projects.The centralized resource allocation process has two main roles involved, project manager and resource manager.… Continue reading Resource Allocation Overview
Show a popup window in NetSuite with a Radio button
NetSuite uses the ExtJS library for a variety of purposes including showing popup windows for alerts and confirmations. We can make use of this to tailor this popup window for our own uses cases which would otherwise couldn’t be met using the standard ‘N/ui/dialog Module’Note : We are using the ExtJS library which NetSuite used… Continue reading Show a popup window in NetSuite with a Radio button
Show a popup window in NetSuite with a Checkbox field
NetSuite uses the ExtJS library for a variety of purposes including showing popup windows for alerts and confirmations. We can make use of this to tailor this popup window for our own uses cases which would otherwise couldn’t be met using the standard ‘N/ui/dialog Module’Note : We are using the ExtJS library which NetSuite used… Continue reading Show a popup window in NetSuite with a Checkbox field
Show a popup window in NetSuite with a Text Input field
NetSuite uses the ExtJS library for a variety of purposes including showing popup windows for alerts and confirmations. We can make use of this to tailor this popup window for our own uses cases which would otherwise couldn’t be met using the standard ‘N/ui/dialog Module’Note : We are using the ExtJS library which NetSuite used… Continue reading Show a popup window in NetSuite with a Text Input field
ZOHO CRM – SYSTEM STUDY
Summary The purpose of this system study is to evaluate Zoho CRM as a potential replacement for the process from Lead to sales order in NetSuite and provide a comprehensive understanding of its capabilities and suitability for our organization’s needs. The study focused on various aspects of Zoho CRM, including lead management, opportunity tracking, sales… Continue reading ZOHO CRM – SYSTEM STUDY
Import Multiple Subsidiaries for Item Records
The user wants to update an Item Record by associating to Multiple Subsidiaries Solution A. Edit the CSV file On the CSV file, add a column for Subsidiaries Use the pipe character ( | ) as a field delimiterNote: Make sure that there are no extra spaces before and after the field delimiter (Example: ABC Company :… Continue reading Import Multiple Subsidiaries for Item Records
Proposal For Invoice PDF Customization
This proposal covers the scope of Invoice PDF Customization. This proposal also covers the engagement scope of Jobin and Jismi, as official implementation partner Of Oracle NetSuite. Proposal Summary This proposal summarizes the functionality for the customization of invoice PDF template. Requirement FinThrive needs to customize their invoice template. We’ll also need to provide details on any… Continue reading Proposal For Invoice PDF Customization
Enabling the Advanced PDF/HTML Templates Feature
The Advanced PDF/HTML Templates feature must be enabled to use the Standard Journal Entry PDF/HTML Template for printing journal entries. To enable the Advanced PDF/HTML Templates feature: Go to Setup > Company > Setup Tasks > Enable Features. Click the SuiteCloud subtab. Under SuiteBuilder, check the Advanced PDF/HTML Templates box. If required, agree to the SuiteCloud Terms of Service, and… Continue reading Enabling the Advanced PDF/HTML Templates Feature