Requirement: After a sales order is created, I would like to create a customized procedure with a weekly time restriction for editing access. We don’t want to change the sale order without getting authorization in full. Is that even feasible? What should I do next? Solution: It’s definitely feasible to restrict editing access to sales… Continue reading Weekly time restriction for editing access
Tag: Sales order
Restricting Editing of Sales Orders in Customer Center
In certain scenarios, it is essential to prevent users from editing Sales Orders (SO) when specific conditions are met, such as when a pick task is associated with the order. This ensures the integrity of the order fulfillment process, particularly when integrated with third-party applications like RF Smart. Implementation Steps: Open Orders Search Feature: A… Continue reading Restricting Editing of Sales Orders in Customer Center
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?
Source Out the Sales Order Created from Estimate Records in an Estimate Saved Search
Scenario The user wants to know how to source out sales orders in the Related Records tab created from estimates in an transaction saved search. Solution Log in as Administrator Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter a title Click Criteria Click Standard: Filter: Select Type Type: Select any of Select Estimate Click Set Select Main Line Main Line: Select Yes Click Set… Continue reading Source Out the Sales Order Created from Estimate Records in an Estimate Saved Search
Show Amount Pending Billing for Partially Fulfilled Sales Orders
Requirement: We partially fulfill orders all the time. Is there a way to show the amount that was on the pick ticket that is pending billing? Everything I have tried is pulling incorrect totals. I tried the amount and applying transaction amount and that did not work. As always any help if appreciated. The Criteria… Continue reading Show Amount Pending Billing for Partially Fulfilled Sales Orders
Auto-Population Issues of On-Hand Location in Item Fulfillment
Accurate tracking of item locations is essential for efficient order fulfillment and inventory management. A common problem in NetSuite is the failure to auto-populate the on-hand location in Item Fulfillment (IF) when the inventory location is not specified at the line level of a Sales Order (SO). The on-hand location in Item Fulfillment (IF) is… Continue reading Auto-Population Issues of On-Hand Location in Item Fulfillment
PROPOSAL FOR SHOWING AN ALERT WHEN THE USER ADD A SKU/ITEM MORE THAN ONCE
Proposal summary This proposal covers the new customization in the Sales Order record to show the alert and restriction when the user tries to add a SKU/Item more than once. Requirement Display an alert message to notify the user if they enter a SKU/item more than once in a sales order record. Also, restrict the… Continue reading PROPOSAL FOR SHOWING AN ALERT WHEN THE USER ADD A SKU/ITEM MORE THAN ONCE
How to change the shipping cost in the order summary section and store that value in the custom field of the sales order
We can set the value and store in the transaction body field in the sales order by using suitescript . try { var canadaShipCost = Configuration.get(“shipcost.canada”); var unitedStates = Configuration.get(“shipcost.unitedstates”); … Continue reading How to change the shipping cost in the order summary section and store that value in the custom field of the sales order
Restrict save by throwing a message if any of the items in the sales order is restricted to the transactions shipping method.
Consider that there is a custom body field in the item record named Restricted Shipping Method (custitem_jj_restrict_shipmeth). To check if there are any items that are restricted to this shipping method, and restrict the save, use the user event below. /** * @NApiVersion 2.1 * @NScriptType UserEventScript */ define([‘N/search’], /** *… Continue reading Restrict save by throwing a message if any of the items in the sales order is restricted to the transactions shipping method.
Favorites Feature Available in Dropdown Lists
You can select up to five favorite items in the Customer, Add Multiple, and Items fields on sales orders. In the Add Multiple field, you can show only your favorite items by selecting the Show favorites only box. To enable the Favorites feature, go to Set Preferences > General and check the Allow Favorites in… Continue reading Favorites Feature Available in Dropdown Lists