Tag: Sales order

Check the changes in the order confirmation email template

We recently encountered a situation in which we needed to make changes to the order confirmation email template in the production domain. After making changes to the email template, we can test the changes using the method described below rather than placing a new order. 1.Make changes innthe email template 2.Take any sales order in… Continue reading Check the changes in the order confirmation email template

Proposal For retaining Price when the customer is changed in sales order

PROPOSAL SUMMARY  This proposal covers the scope of retaining the price when the customer is changed in sales orders.  REQUIREMENT  The client needs to retain the price value when the customer is changed in the sales order. When the customer of an existing Sales order is moved to another customer, pricing is updated based on… Continue reading Proposal For retaining Price when the customer is changed in sales order

Restore Cancelled Sales Order

Cancelled sales order is different from a closed sales order. While you can re-open a closed sales order, you cannot restore a cancelled sales order. The ability to restore a cancelled sales order is covered by Enhancement 28338 – Allow cancelled Sales Orders to be restored (un-cancelled). When a sales order has been cancelled, the only… Continue reading Restore Cancelled Sales Order

Address field can directly retrieve from transaction record.

Previously, to anonymize information about addresses, you had to select multiple fields: Shipping Address Country, Override, Shipping Address State, Shipping Address Zip Code, Shipping Address is Residential, Billing Address is Residential, Ship To, Shipping Address, Vendor, and Billing Address. Now, to select all of the corresponding address fields, you can select the Shipping Address and… Continue reading Address field can directly retrieve from transaction record.

The custom transaction body field is not showing in the Sales order record in Netsuite.

This article covers the solution for displaying the custom transaction field created for sales orders not showing in the sales order record even after checking the Applies to “Sales” checkbox. After this setup, still not showing in the sales order record. Then check these steps: Go to the sales order record. Click customize button on… Continue reading The custom transaction body field is not showing in the Sales order record in Netsuite.

Send automatic emails when the sales orders don’t have any back ordered items.

Scenario: Need to send automatic emails when the sales order doesn’t have backordered line items and close the sales orders when they are not picked/packed/shipped even after 30 days. Send a warning email on the 15th and 25th day to notifying the customer about the order will be automatically closed. Create a button to provide… Continue reading Send automatic emails when the sales orders don’t have any back ordered items.

How to reopen a Closed Sales Order

If you close a sales order in error, you can reopen it if it has not yet been fulfilled. To reopen a closed sales order: On the sales order record, click Edit. In the Closed column of any line item, click to show the box, then clear the box. Click Save.The status of the sales order changes to Pending Fulfillment.… Continue reading How to reopen a Closed Sales Order

Autoship: Scheduled 2 pm process

Script 1: Creates Sales Order for auto-ship(custom) record. Script is powered by search which pulls all line records/auto-ship that are created inside the 2 day window ranga Script 2: Creates future auto-ship by copying past auto-ship but the new set will have different shipping dates based on frequency set on the record.