When Building external Suitelet forms, the user/client may need to see the Company logo or other dependent images of the form. This image needs to be shown above the Title of the Form. In such cases append an image tag as a prefix to the title label and source the URL of the image.For example,… Continue reading Adding an Image above the title in the External Suitelet form
Author: Geordy Cleetus
Portal Access Invitation and Validation for Customers in NetSuite Proposal
The requirement is to implement a method for inviting existing Customers in NetSuite to the Customerportal through email from NetSuite. Deliverables • Add a ‘Send Customer Invite’ button to the Customer record to send a Customerportal invite email.• Add a custom field ‘Customer Portal Sign-Up Status’ to the Customer record to store either of thevalues… Continue reading Portal Access Invitation and Validation for Customers in NetSuite Proposal
Freemarker Formula for Advances PDF Template to convert date to user-preferred format.
The date provided to the Advanced PDF template should be a date time Object. ${receiptObj.trandate?datetime.iso?string(“dd.MM.yyyy”)}
Custom Segment (connected to Customers and Vendors) Auto Numbering
Here the custom segment is Fund numberCurrently fund numbers are generated manually and a master Excel spreadsheet is kept determining what fund numbers have been used and what number is next. Currently the fund numbers are smart numbers and have 3 two-digit sections and we want to keep this numbering system. 213001 = 21 |… Continue reading Custom Segment (connected to Customers and Vendors) Auto Numbering
Proposal for Integration to Provide External Login Access to Customers in NetSuite
RequestDonor Portal Sign Up Status: This is the new status that is needed in the for the donor record to allow hold the status of the donor’s sign up status, below are the status: Not invited, Invited, Signed up.NetSuite to send out an email embedding the UUID generated on (4) with the donor portal link… Continue reading Proposal for Integration to Provide External Login Access to Customers in NetSuite
Workflow state that can impact REST Webservices.
After creating the Integration records and access tokens for connecting the NetSuite account, when we try to fetch a particular record data from the account an error is returned throwing a ‘Permission issue’.The REST API role has the required permissions added in the role section. If there is a workflow deployed to the record for… Continue reading Workflow state that can impact REST Webservices.
Showing sub-total for the hierarchy of the chart of accounts
When creating a workbook for a balance sheet or another transaction query, in order to show the balances for the Chart of accounts in a hierarchical manner, try selecting the multi-column hierarchy from the options of Account. In the option of showing Subtotals and grand totals, select ‘Show Hierarchy Sub-totals’
On creation, transaction records do not store the custom segments
While creating transaction records, the custom segment fields seem to show the respective custom segment records entry, but on save the data is not stored. When creating the same from an administrator level, all the data is stored successfully.Make sure which role is used to create the transaction records.Identify whether the role has custom segment… Continue reading On creation, transaction records do not store the custom segments
NetSuite standard and custom field character limits
NetSuite provides different character limits for various fields of different record types. Here’s a few examples of them. Make sure that while integrating or creating customer functionalities, always try to find the exact limits to avoid possible errors. Amounts : Max Character Length: maximum 15 digits and 15 decimal points. Up to 999,999,999,999,999.999999999999999. Freeform text:… Continue reading NetSuite standard and custom field character limits
How to connect Service (Sale) Items via REST API
Create API Credentials: Log in to your NetSuite account as an administrator. Navigate to “Setup” > “Integration” > “Manage Integrations” > “New.” Create a new integration record and generate the API credentials (e.g., Consumer Key, Consumer Secret, Token ID, Token Secret). Take note of these credentials as they will be used to authenticate your API… Continue reading How to connect Service (Sale) Items via REST API