First, we need to create a saved search that the field uses for the results. And then we will create a custom transaction body field on a Sales Order to show the total of quantity of all the items that is on that Sales Order. To create a saved search, we navigate to List> Search>… Continue reading Creating a custom field that pulls results from a saved search in NetSuite
Tag: Sales order
Validate customer and items entered in sales order.
To validate the sales order whether the customer and items entered in it are synced to TrackTraceRX environment.
Clicking on the fulfill button in SO doesn’t display any item in the IF record.
Clicking on the fulfill button in SO doesn’t display any item in the IF record
Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.
Create a lead/prospect record. Create an opportunity using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Opportunity Sales Order Customer Lead Opportunity Invoice Customer Lead Opportunity Cash Sale Customer Prospect Opportunity Sales Order Customer Prospect Opportunity Invoice… Continue reading Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.
Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Create a lead/prospect record. Create an estimate using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Estimate Sales Order Customer Lead Estimate Invoice Customer Lead Estimate Cash Sale Customer Prospect Estimate Sales Order Customer Prospect Estimate Invoice… Continue reading Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Prospect to customer conversions through sales transactions.
Prospect is converted into customer in the following sales transactions. Record Transaction performed Converted into Prospect Sales Order Customer Prospect Cash Sale Customer Prospect Invoice Customer
Lead to customer transactions through sales transactions.
Lead is converted into customer in the following sales transactions. Record Transaction performed Converted into Lead Sales Order Customer Lead Cash Sale Customer Lead Invoice Customer
Restricting the sales order creation based on the checkbox field in the customer record
Description Upon saving the sales order record, the script will verify whether the customer’s checkbox named “Disallow Create Order” is checked. If the checkbox is found to be checked, it will restrict the update or creation of the sales order each time on its save.
Workflow to restrict Sales Order creation.
A workflow can be developed to prevent the creation of Quotes or Sales Orders for customers without checking at least one of the required checkboxes in the corresponding customer record. This can be done by using the “Return use error” action in a state and giving the required conditions as shown below. With this condition,… Continue reading Workflow to restrict Sales Order creation.
Proposal for Credit limit Customization
Proposal Summary This proposal summarizes the functionality implementing credit limit customization within the sales order record. Requirement VKC Nuts Pvt Ltd wants to implement a credit limit customization within the sales order. when approving a sales order, it becomes necessary to verify the credit limit balance of each customer. Only if the credit limit balance… Continue reading Proposal for Credit limit Customization