User requires to send Customer Statement Email upon clicking on Workflow Button on Customer record. This is possible by creation of Workflow, applied on Customer. 1. Create Customer Workflow Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter WF Button > Send Customer Statement Email Record Type: Select Customer Sub Types: Select Customer Execute as Admin: Enter Checkmark Release Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Initiation:… Continue reading Send Customer Statement Email with Attachment upon Clicking Workflow Button
Month: January 2023
Send Customer Statement Email with Attachment via Scheduled Workflow
User requires to automate process of sending Customer Statement emails automatically via Scheduled Workflow. This is possible by creation of custom entity field, saved search and scheduled workflow. 1. Create Custom Entity Field to act as a flag in Saved Customer Search Results Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter LabelExample: Customer Statement Email Type: Select Check Box Store Value: Enter Checkmark Navigate to Applies To… Continue reading Send Customer Statement Email with Attachment via Scheduled Workflow
Send Email when ASN file generation is failed
Run a script that collects all item fulfillments of only two specific customers which has status shipped, the ASN file is not generated and the package is updated
How to Create an Image with Transparent Text with CSS
Transparent text on an image, you need to have your image or background image in a <div> element, and the content block in another <div>. ransparent text on an image, you need to have your image or background image in a <div> element, and the content block in another <div>. Or instead of the opacity property, you can just set an… Continue reading How to Create an Image with Transparent Text with CSS
Send Email when the Bill status in the Custom record changes to Cancel
Send Email to the person who changes the status in the field Bill status to Cancel and the primary contact of the vendor
Dashboard Restrictions
Dashboards can be restricted and can set the level of control users have on the dashboard. Unlocked: Allows users to add, move and remove content from the dashboard layout. Requires the least amount of work for the administrator because employees can make any changes as needed. Add/Move content: Allows users to add, and move content… Continue reading Dashboard Restrictions
Send sales rep Email with Attachment via Scheduled Workflow
Create Custom Entity Field to act as a flag in Saved Customer Search Results Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter LabelExample: SalesRep Statement Email Type: Select Check Box Store Value: Enter Checkmark Navigate to Applies To Customer: Enter Checkmark Click Display Subtab: Select Main Click Save Create Saved Customer Search with Open Balances Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter TitleExample: SalesRep Statement Email Click Criteria Click Standard Filter: Select SalesRep Statement Email (Custom) Customer Statement Email: Select Yes Click Set… Continue reading Send sales rep Email with Attachment via Scheduled Workflow
How to solve “Java class “[Lcom.netledger.app.common.scripting.search.nlobjSearchResult;” has no public instance field or method ramed “toJSON” error in Suitescript 1.0
In suitescript after using nlapiSearchRecord we maight get this type of error we can solve this types of errors using below code. after Using nlapiSearchRecord we might get below type error For above types of error we have to stringfy the result of the search then the error will be resolved
DUNNING PROCESS
It is a systematic process of tracking overdue invoices and persistently sending letters to customers demanding payment. The Dunning process is of 3 types Customer Level Dunning, Invoice Level Dunning, and Invoice Group Level Dunning. HOW TO INSTALL THE DUNNING PROCESS Customization>Suite Bundler> Search and install bundle Bundle id :- 392827 Prerequisites: – enable the… Continue reading DUNNING PROCESS
Replacement of Special Characters in Liquid Pixel URL
The use of some special characters in liquid pixel image url gives invalid images. So we can replace those with the below characters Desired Character Name Replace With Alias ( open parenthesis U0026lp; None ) close parenthesis U0026rp; None & ampersand U0026amp; None < less than U0026lt; lt > greater than U0026gt; gt >= greater… Continue reading Replacement of Special Characters in Liquid Pixel URL