This article summarizes the merging of chart of accounts and the accounts that can be merged and the points to consider while merging of accounts.
Month: November 2023
3 Financial Statements
These 3 statements are affected by close to every action taken in your Finance & Accounting department π ππππππ πππππππππ (also known as Profit & Loss) This represents everything in terms of what your company is EARNING… as well as what your company is SPENDING. Here are the major sections (and what they mean): REVENUE… Continue reading 3 Financial Statements
BDR Overview – Part 3
TOUCH PLANS AND FOLLOW UP Its very rare that a prospect responds to outreach on the first attempt, therefore you have to continually followup. Without a plan it is hard to measure the effectiveness of your actions. A touch plan provides: The structure of how to reach to inbound and outbound leads When is the… Continue reading BDR Overview – Part 3
Adding HTML table to custom record
REQUIREMENT Need to add a HTML table to display the sublist details in view mode of record. SOLUTION Following is the code snippet to add the HTML table in the custom record under a custom tab. This is to be added in beforeload of user event script.
Adjusting the Tax Amount on the Invoice Item line
REQUIREMENT Client would like to develop a script that should adjust the Tax Amount on the Invoice Item line if the Gross amount is within 0.01 of a whole integer. So, this adjustment will round the Gross Amount to the nearest whole integer such that 19.99 β> 20 <β 20.01 Need to implement a script on the save… Continue reading Adjusting the Tax Amount on the Invoice Item line
GL Plugin script to modify GL of payment based on the account selected.
REQUIREMENT Client needs to implement a functionality, where user will have a dropdown menu to select the type of discount account, where they want to direct the discount amount entered on each invoices applied in the payment record. Currently, their customers (retailers) give them all sort of discounts but it is always defaults to the… Continue reading GL Plugin script to modify GL of payment based on the account selected.
BDR Overview- Part 2
Opening to get the prospects attention – (Is this John) Get a YES at the beginning of the call Introduce yourself and company (This is Anna from Jobin and Jismi) Purpose of your call (Use 3×3 triggers or customer stories) Get time to talk (Do you have few minutes to talk) Elevator Pitch – (Followed… Continue reading BDR Overview- Part 2
Solve “Youtube refuse to connect” while using youtube link in iframe code
Sometimes, when we use the youtube link directly in iframe code, the video will not load and shows error like youtube refuse to connect. Solution: YouTube doesn’t allow 3rd parties to embed their site directly like that. The easiest way to get the correct link is toΒ right-clickΒ on the YouTube video and selectΒ copy embed code.
Credit Limit and Customer Deposit
In NetSuite, credit limits and customer deposits are two distinct aspects of managing customer accounts. Credit Limits: A credit limit is the maximum amount of credit that a customer is allowed to have outstanding at any given time. It’s a way to manage and control the risk of customers exceeding their authorized credit.Setting Credit Limits:… Continue reading Credit Limit and Customer Deposit