Report on Support Cases which were closed within a certain number of days or which are considered aging. Solution Create a Saved Case Search that were closed in X days. In this example, assume that X = 7 days. Navigate to Lists > Search > Saved Searches > New Select Case Search Title: Enter a Search Title Check Public checkbox Click Criteria tab Click Standard subtab Filter: Select Formula (Numeric) Saved Case Search popup: Formula: Enter CASE WHEN (ROUND({‌closed} –… Continue reading Create a Saved Case Search Based on Case Aging
Month: February 2023
“No Applicable Cross-Subsidiary Rule Found for Ship Item” Error on Bulk Fulfillment of Sales Order via CSV Import
Scenario When users bulk fulfill sales order via CSV import and encountered the error “No Applicable Cross-Subsidiary Rule found for Ship Item”, setup of shipping item used must be checked. Solution Pre-requisite: INTERCOMPANY CROSS-SUBSIDIARY FULFILLMENT = T Navigate to Lists > Accounting > Shipping Items Look for the shipping item in question Click Edit link on the left side of the shipping item… Continue reading “No Applicable Cross-Subsidiary Rule Found for Ship Item” Error on Bulk Fulfillment of Sales Order via CSV Import
Resolve CSV Import Error: “Script Execution Usage Limit Exceeded”
Scenario: The error occurs due to SuiteScript and/or workflows which affect the fields on records that are imported. To resolve, all scripts and workflows that might be affecting the CSV Import shall be reviewed or disabled altogether for the import. Solution: 1. Review Script Deployments Navigate to Customization > Scripting > Script Deployments Filters: Record Type: Select the imported record Investigate all the… Continue reading Resolve CSV Import Error: “Script Execution Usage Limit Exceeded”
Maximum Number of Values That Would Show up on a List/Record Custom Field When Using Inline Editing
Scenario User uses Inline Editing to edit a List/Record Custom Field. User wants to know the maximum number of selections that would show up when clicking the dropdown list. Solution The limit of the number of values that would show up from the dropdown list is set in Home > Set Preferences > Maximum Entries in… Continue reading Maximum Number of Values That Would Show up on a List/Record Custom Field When Using Inline Editing
Remove Values in Custom Lists While Preserving Data Referenced in Existing Records
Scenario There are cases when a custom list value must be removed. For Custom List/Record Fields using a Custom List as its source, it is not possible to remove obsolete values that are referenced by existing records. The best practice is to set the obsolete values to inactive. To prevent data integrity issues, the system… Continue reading Remove Values in Custom Lists While Preserving Data Referenced in Existing Records
Terms Field Value Changes under Invoice
This happens if the Sales Order has a Billing Schedule with a different Payment Term from the Terms set on the Sales Order. .Setup > Accounting > Accounting List > Terms > edit Net 45 as Preferred. . Edit a Customer Record > Financial tab > Terms field > choose Net 30 . Go to… Continue reading Terms Field Value Changes under Invoice
Create a Case Rule that Picks Up Some Keywords From an Inbound Email
The user can make use of the Incoming Message case field when creating a case rule as long as the Email Case Capture is enabled in the account (Setup > Company > Enable Features > CRM tab > Support section). To set up a case rule, please see the steps below. Solution Navigate to Setup > Support > Case Rules > New Click Case Fields, click Incoming Message In the Name field, enter a… Continue reading Create a Case Rule that Picks Up Some Keywords From an Inbound Email
Printing Pick Tickets from Wave Transactions
The Wave have 2 PDF layout based on the Picking Type selected on the corresponding Wave record Single Order Pick Ticket – Pick ticket for each released order, containing all line items included in the wave. Multiple Order Pick Ticket – Pick ticket for each pick task with similar items across the orders included in the wave.
Netsuite Connector Implementation: Product Sync(Price/Quantity)
Data flow for Customer sync from NetSuite to BigCommerce. We can sync the product details in the Netsuite to the big commerce site. Initially we need to create a product/item in Netsuite with relevant details. Product in Netsuite For the correct posting of products into Big commerce, Users have to enter the details under the… Continue reading Netsuite Connector Implementation: Product Sync(Price/Quantity)
Notify client every 24 hours if the order is not shipped after uploading BOL in IF
Requirement: Client wants to receive emails after 24 hours after the BOL is uploaded by them in the IF, and every next 24 hours. Solution: