Setting Proper Sales Order Forms in SuiteCommerce

There are instances where you Bill a Sales Order that was created from your SuiteCommerce webstore with Payment method Invoice selected, it creates a Cash Sale record instead of Invoice record in the NetSuite UI. This could be due to the forms that was set in Checkout Preferences (Commerce > Websites > Website List > Edit Website record > Shopping tab > Checkout Preferences).  If you have set the Sales Order Type field to a custom form,… Continue reading Setting Proper Sales Order Forms in SuiteCommerce

Customer Creation During Sales Order Sync if Customer is Missing in NetSuite

        if (customerRecData.count <= 0) {           log.debug(“Customer Not Found, Syncing Customer”, dataObj.customer_id);                 // Fetch customer details from Adobe           let customerAPIURL = adobeLib.ADOBE_API_REQUESTS.FETCH_CUSTOMER_BY_ID.replace(“{customerId}”, dataObj.customer_id);           log.debug(“customerAPIURL”, customerAPIURL);        … Continue reading Customer Creation During Sales Order Sync if Customer is Missing in NetSuite

Updating Ship to address value using Suitescript

/**  * @NApiVersion 2.1  * @NScriptType UserEventScript  */ /********************************************************************  *  * All Craft Trade Solutions  * ACTA-101 : Customization to separate Shipping Address fields  *  * ******************************************************************  * Author: Jobin & Jismi IT Services LLP  *  * Date: 12 November 2024  *  * Description:  Customize Ship to field  *  * Revision History  * @version 1.0… Continue reading Updating Ship to address value using Suitescript

Saved search formula to get shipped date and packed date from sales order for specific items

The goal is to retrieve the Ship Date and Packed Date for specific items within a Sales Order. The dates are tracked based on system notes that record changes in the status of each line item. Specifically, we are interested in two scenarios: Ship Date: The date when an item was marked as “Fulfilled.” Packed… Continue reading Saved search formula to get shipped date and packed date from sales order for specific items

Override Default Value of Handling Mode Field via Workflow Action Script

On the Enter Sales Order page, there’s a Handling Mode field under the Billing subtab, which is set to a default value of “Processing.” This default value can be overridden and set to “Save Only” using a Workflow Action Script with the Before Load Trigger Type. Solution Navigate to Customization > Scripting > Scripts > New Select the Add (+) button which will prompt… Continue reading Override Default Value of Handling Mode Field via Workflow Action Script

HOW TO: Generate NetSuite sales orders from Salesforce opportunities for only certain product families

To filter which opportunities generate sales orders: In Salesforce, open the Real Time Sync for the opportunity.  Under the Related SObject Syncs section, search each SObject Sync for the OpportunityLineItem Open that OpportunityLineItem. In the Filter field, specify your filter. Here is an example for Product Group is not recurring

Unexpected Error in Sales Order: Transaction not in Balance

Scenario When users edit Shipping Address in a Sales Order, system throws an Unexpected Error: Transaction not in Balance. Solution Navigate to Lists > Relationships > Customers Edit Customer record Click Address tab Click Edit icon beside the Default Shipping Address Remove the Country field value and set it back again Click Ok  Click Add Click Save Click F5 to refresh the Sales Order  Click Edit on Sales Order Click Shipping tab Select the original address… Continue reading Unexpected Error in Sales Order: Transaction not in Balance

Proposal for Application Engineering Allow SO, Not PO

Proposal Summary  This proposal outlines a solution that leverages the status of items added to transactions to address situations where customers place orders without accurate part numbers being assigned.    Requirement  Magwitch’s Application Engineering department is encountering an issue where customers order a custom Pole Shoe before a part number is generated in Netsuite. Design… Continue reading Proposal for Application Engineering Allow SO, Not PO

Using Workflows to Set Item Sublist Fields

steps to create a workflow that will set the Location column on the Sales Order Item sublist to be the same as the main (body/header-level) Location field.  To start, the workflow will be set up like any other. Using a role with the Classic center (like Administrator), go to Customization -> Workflow -> Workflows ->… Continue reading Using Workflows to Set Item Sublist Fields

Prioritize Web Orders Over Sales Orders Entered via UI When Doing Bulk Fulfillment

Scenario User would like to prioritize Web Orders over Sales Orders created via user interface (UI) when doing bulk fulfillment. The Source Field is not available as an Additional Filter when customizing Fulfill Orders page. Since Web Orders automatically generate a Confirmation Number and there is no preference set to disable this. By default, the Confirmation Number of the Web Order is displayed under the Memo column of… Continue reading Prioritize Web Orders Over Sales Orders Entered via UI When Doing Bulk Fulfillment