To ensure that your workflow customization is configured efficiently, consider the following best practices: Execution Conditions and Context Logging Naming Execute as Admin Scheduled Workflows Tips for Approval Workflows Execution Order of Scripts and Workflows Execution Conditions and Context When configuring your workflow, be specific about the execution conditions and context. For example, only select… Continue reading Best Practices for Workflow Configuration
Month: January 2022
Test Scenarios for PDF
Check whether the page is not breaking when multiple lines occur. Check whether the data in PDF is updated either dynamically or statically only client gives consent Check whether the error is not throwing when empty fields occur Check whether the currency symbol is showing Check whether the Table alignment is not changing according to… Continue reading Test Scenarios for PDF
NETSUITE SAVED SEARCH – THINGS TO NOTE
The following are certain tips that elevate the performance of the saved searches. Use the Largest Filters FirstThe Criteria section of the saved search will filter the results from the NetSuite database. So it is appropriate that we use the largest filters (criteria that can filter out a major chunk of data) first at the… Continue reading NETSUITE SAVED SEARCH – THINGS TO NOTE
EN-1095-Payment method – Add to cart popup, gift certificate
Calculating Subtotal amount for transaction saved searches:
Subtotal of a transaction record cannot be retrieved by using it’s internal Id, instead we need to use a formula. In a transaction saved search, add all required values in criteria tab and result tab.For subtotal, add either of formulas shown below: Formula = {amount} – nvl({taxtotal},0) – nvl({shippingamount},0)Label = Subtotal Alternative for Formula (Currency):… Continue reading Calculating Subtotal amount for transaction saved searches:
Dataset
We are using Dataset while we need to join multiple records in a search. In saved search, we can join only single record fields. So we opt for Dataset for this purpose. To create a dataset go to Analytics -> Dataset -> New Dataset Select the transaction type for the dataset. You can set the… Continue reading Dataset
Team Selling Feature
If we want to set up our customer has more than one sales rep for that we need to enable the Team Selling feature. Go to Setup>Company>Enable features under the CRM subtab tick the team selling feature. After enabling the team selling feature in our Netsuite account following changes occurs, On sales transaction and customer… Continue reading Team Selling Feature
Error In The Foreign Exchange Rate In Consolidated Reports – Subsidiary have two or more parent subsidiaries
Jira Code MO-147 When we take the consolidated financial statements of this child subsidiary, which has two or more parent subsidiaries the exchange rate will be automatically calculated by the system. This rate is called the indirect rate. We cannot edit this rate. We can edit direct consolidated exchange rates only. Direct rates have been… Continue reading Error In The Foreign Exchange Rate In Consolidated Reports – Subsidiary have two or more parent subsidiaries
Excluding Inactive values from a list in a custom field
Scenario: We have a custom field ‘Asset type Department’, which is a list/record field. it lists departments. There are some inactive departments are there. We need to filter out these inactive departments from the list. This field is sourcing from Employee record. Solution: Open the custom field setup page 2. Go to Sourcing & Filtering… Continue reading Excluding Inactive values from a list in a custom field