Incorrect figure in the amount column in the saved search for journal entries

Saved search to fetch the list of Journal entry for the period April, 2022 to March, 2023, capturing Journal entry no, Journal Entry date, approval date, amount, created by and approved by.  The navigation to create a new saved search is – list>search>saved searches >new. Saved search is created under the type -transaction. Under the… Continue reading Incorrect figure in the amount column in the saved search for journal entries

Changing or translating the text content of the landing page using SMT

Editing Landing Page Translations In Site Management Tools (SMT), you can edit a translation to update the existing landing page when changes are necessary. To edit landing page translations: Log in to SMT. Click Overview Mode. Select the Pages tab. Click the ellipsis beside the landing page for which you want to edit a translation. Click Edit. From the… Continue reading Changing or translating the text content of the landing page using SMT

How to configure a new language to website using NetSuite for translation

In this topic we will cover or know How to configure a new language to website using NetSuite for translation Enabling Multiple Languages The first task is to enable foreign languages in your account. This setting affects all solutions in NetSuite, including sales orders and email. If this setting is not enabled, you cannot proceed… Continue reading How to configure a new language to website using NetSuite for translation

Show a Popup Window with a list of values

If a user needs to show a popup window that contains the custom list add the following codes.  Here we use ‘ExtJs’ to show the popup, and this is the one used by NetSuite to display the popup window. So, we can directly utilize this ‘Ext’ library in the scripts. If we need to remove the… Continue reading Show a Popup Window with a list of values

Why some of the Parent field modifications are not tracked in the System note?

NetSuite’s system notes do not include updates to the “parent” field for certain record types. The “parent” field is typically a reference to a parent record in a hierarchical relationship, such as the parent of a sub-record. The reason why updates to the “parent” field are not available in system notes is a design choice… Continue reading Why some of the Parent field modifications are not tracked in the System note?

Setting sales territory with existing sales rules

Sales territory refers to a specifically defined geographical area or a group of customers that are assigned to a sales team or individual. The purpose of this assignment is to accomplish allocated sales objectives and targets within that particular area or customer group. To create a sales territory Navigation – set up> sales> sales territories>… Continue reading Setting sales territory with existing sales rules

How to set sales target/quota

A sales target/quota refers to a precise aim or objective established by a company or individual, outlining the quantity of products or services they intend to sell within a designated time frame. Sales targets serve the purpose of monitoring performance and inspiring sales representatives or teams to achieve their goals. To set a sales quota,… Continue reading How to set sales target/quota

Workflow to show message on days overdue.

When generating a sales order, display a notification indicating that the days overdue are equal to or exceed 30 for customers whose days overdue meet this condition. Sales orders meeting this criterion should be created with a status of “Pending Approval. To create a workflow the navigation used is customisation > workflow > workflows> new… Continue reading Workflow to show message on days overdue.