Proposal Summary Set a new customized MIROC form for each transaction based on the location set in the logged-in user’s employee record (MIROC – Albuquerque NM). A new transaction form must be created for the following transactions. This new transaction form is only for records created by MIROC location employees. Purchase order Credit Memos Quotes … Continue reading Proposal For MIROC Location Transaction Forms Customization and PDF Template Creation.
Author: Manikandan TM
Proposal For Hubspot Deal Integration.
Proposal summary This proposal summarizes the functionality for integrating HubSpot deals data with NetSuite. When a deal is created/updated in the closed won stage in HubSpot. We need to create a sales order in NetSuite for the corresponding deals. Requirement To Integrate HubSpot with NetSuite. When creating a new deal or updating an existing… Continue reading Proposal For Hubspot Deal Integration.
Proposal For Updating the B2B Soft integration based on the invoice.
Proposal Summary To make changes to an existing B2B soft integration that is based on an invoice. The B2B soft PO creation sync is currently based on sales orders. Based on the invoice, we’ll change the integration logic. If a sales order contains multiple invoices, we will create a PO in B2B soft for each… Continue reading Proposal For Updating the B2B Soft integration based on the invoice.
Proposal For Updating the SCP Location Quantity And SCP TN Inventory Field In the Item record.
Proposal summary This proposal is for an update to the superior communication integration script that is currently in use. When an item is removed from the superior communication inventory response, the script currently ignores the item’s quantity update. To deal with this scenario, we’ll need to write scripts and set the quantity to 0 if… Continue reading Proposal For Updating the SCP Location Quantity And SCP TN Inventory Field In the Item record.
PROPOSAL FOR VRMA UPDATE AND SETTING TRACKING NUMBER IN PURCHASE ORDER RECORD.
Proposal summary The scope of this proposal includes updating the ready to update checkbox in the vendor return authorization record based on the saved result, as well as updating the additional tracking number field in the purchase order based on the API response. Requirement The current requirement mainly relates to two Netsuite customizations. Updating the… Continue reading PROPOSAL FOR VRMA UPDATE AND SETTING TRACKING NUMBER IN PURCHASE ORDER RECORD.
Line Level Ship-to and Shipping Cost on Credit Memo.
If it is a partial Credit Memo, are shipping and handling cost per lines re-calculated?Yes, changes in the line item (e.g. quantity, amount) will trigger the system to set the Shipping Cost to recalculate wherein the user has to click on the Calculate link. Alternatively, users can go to the Shipping > Shipment subtab > then click on the Calculate… Continue reading Line Level Ship-to and Shipping Cost on Credit Memo.
Customer Search to Turn off Default Credit card Setting on Customer Record for Mass Update.
Customer Search to Turn off Default Credit card Setting on Customer Record for Mass Update a. Navigate to Reports > Saved Searches > All Saved Searches > New. b. Click Customer link. c. Under Criteria tab > Standard subtab > add filter > Default Credit Card > select Yes. Note: To pull up all customers with default credit card on record. d. Under Results tab > Columns subtab >… Continue reading Customer Search to Turn off Default Credit card Setting on Customer Record for Mass Update.
UNABLE TO FULFILL ORDER > LOT NUMBER IS NOT AVAILABLE DUE TO QUANTITY REALLOCATED TO OTHER ORDERS
When the quantity committed for a Sales Order with Lot Numbered Item has been reallocated to another order via Transactions > Inventory > Reallocate Items, the Lot Number commitment will be retained on the previous sales order if the Lot Number will not be removed. Thus, when fulfilling the other order, the Lot Number is not available to be selected. To… Continue reading UNABLE TO FULFILL ORDER > LOT NUMBER IS NOT AVAILABLE DUE TO QUANTITY REALLOCATED TO OTHER ORDERS
Apply a Deposit to Multiple Customers’ Invoices.
When Accepting Customer Payments/Deposits and applying them to Invoices it is required to select one customer in the Customer field. So to be able to record a Deposit and Apply it to Different Customers Invoices first create a Journal Entry and then individually apply the Journals Entry to the individual Invoices. Journal Entry: 1. Navigate to Transactions > Financial > Make Journal Entries 2. In the Line tab:… Continue reading Apply a Deposit to Multiple Customers’ Invoices.
Report to Show Bills Paid via Electronic Payments.
When paying Entities (Vendors, Employees, Customers) using EFT Bill Payment, there is no feature right now to extract the Bills paid via the Payment File Administration record. To get a list of the Bills paid per PFA, you may use the following saved search setup and export the results for further reconciling: 1. Navigate to Lists > Search > Saved Searches > New > Transaction 2. Under… Continue reading Report to Show Bills Paid via Electronic Payments.