/** * @NApiVersion 2.x * @NScriptType UserEventScript */ define([‘N/record’, ‘N/log’], function(record, log) { function afterSubmit(context) { if (context.type !== context.UserEventType.CREATE) return; try { var opportunityId = context.newRecord.id; … Continue reading Convert an Opportunity Using SuiteScript
Tag: quote
Quote | Workflow | Sales Rep Location
REQUIREMENT: Below is snapshot from a Quote. Wherein Yellow Item is an Inventory Item selected at a preferred Location. And the Red Item is a Non Inventory Item which gets to be automatically added via Workflow when somebody saves the Quote. Now the problem is, Red Item is defaulting to whatever is selected on Item… Continue reading Quote | Workflow | Sales Rep Location
User Is Unable to Create an Estimate From an Opportunity Record Using the Create New Menu
A user, whether using a custom role or an administrator role, is unable to create an estimate from an opportunity record. Solution Log in to NetSuite as an Administrator. Navigate to: Transactions > Sales > Create Opportunities > List Edit the Opportunity: Select the opportunity record in question and click Edit. Verify the Custom Form:… Continue reading User Is Unable to Create an Estimate From an Opportunity Record Using the Create New Menu
Entering a User Note to a Quote can the note carry to a Sales Order?
When you drop a file onto a Quote it shows in communication when the Quote converts to a Sales Order. However, when you enter a user note the note does not carry to the sales order. Is there a way to allow this information to follow the order? Answer: However, it’s currently logged under enhancement… Continue reading Entering a User Note to a Quote can the note carry to a Sales Order?
Quote Gross Profit Calculation
How the Est.Gross profit is calculated for the below-mentioned quote record? Solution: Gross Profit = Sales – Discount – Est. Extended Cost You have a header discount of $1000 that applies to both line #1 & Line #2 and also line discount of $500 which applies to line #2 item only. The header discount of… Continue reading Quote Gross Profit Calculation
Update the Sales order form on convertion Quote to Sales order
We have chosen a custom form for the sales order Regarding the quotes , when the client creates a quote for a customer and then converts that quote to a sales order, it correctly uses the preferred custom sales order form on the newly created sales order. However, when a customer creates the quote in SuiteCommerce,… Continue reading Update the Sales order form on convertion Quote to Sales order
Document Status on Estimates
For Stand-alone Estimates (No Opportunity Linked) Upon creation: the Document status will depend on the default customer status(Probability) set for Estimates under Setup > Sales > Sales Preferences unless the user manually changes the Status and Probability before saving. a.) If Probability is 0% = Document Status is set to Closed b.) If Probability is 100% = Document Status is… Continue reading Document Status on Estimates
Resolve Permission error on Web Store Request a Quote Form
Scenario: When trying to request a Quote in the Web Store, users may encounter the following error: This is often encountered when there is insufficient permission on the Customer Center role assigned to the customer or when Permission is enabled on the Quote.Service.ss. Solution Navigate to Commerce > Hosting > SSP Applications Click Application Folder link inline with the SSP Application Click Services folder Edit Quote.Service.ss… Continue reading Resolve Permission error on Web Store Request a Quote Form
How to resolve error: Sorry, you don’t have sufficient permissions to request a quote online.
Enabling the permission for the quote Navigate to Commerce > Hosting > SSP Applications Click Application Folder link inline with the SSP Application Click Services folder Edit Quote.Service.ss Click Permission tab Enabled: Remove Checkmark Click Save While choosing the excute as role make sure that customer role is similar Enabling the permission for the quote
PROPOSAL FOR ADDING SHIPPING ADDRESS TO QUOTE TO SALES ORDER PAGE
Proposal Summary This proposal covers the development of Adding a new Shipping Address Section to the Quote to the Sales Order Page. Requirement Needs to add a shipping address section to the Quote to the Sales Order Page. Our Solution It is possible to display a shipping address Section below the Billing address. A… Continue reading PROPOSAL FOR ADDING SHIPPING ADDRESS TO QUOTE TO SALES ORDER PAGE