ZOHO CRM – SYSTEM STUDY

Summary  The purpose of this system study is to evaluate Zoho CRM as a potential replacement for the process from Lead to sales order in NetSuite and provide a comprehensive understanding of its capabilities and suitability for our organization’s needs. The study focused on various aspects of Zoho CRM, including lead management, opportunity tracking, sales… Continue reading ZOHO CRM – SYSTEM STUDY

ChatGPT for NetSuite – Part 3

Examples of ChatGPT in NetSuite SuiteAnalytics queries To use ChatGPT for SuiteAnalytics queries, you can provide it with specific questions or requests related to your desired report. For example:Prompt: GenericWrite a SuiteQL query that exports data from the Transaction table. Prompt: Specific Write a NetSuite SuiteQL query to export the transaction ID, transaction date, and transaction… Continue reading ChatGPT for NetSuite – Part 3

Updation of item rate in IR falling in closed period – Subsequent open period adjustment approach

Adjust the IR rate in a subsequent open accounting period  We can adjust the Item Rate of the Item Receipt in another open accounting period.   The variance however will be associated with the Item records and not the Item Receipt transaction.  For instance, an Inventory item was received at $50 but the same was billed for… Continue reading Updation of item rate in IR falling in closed period – Subsequent open period adjustment approach