When implementing new functionalities to send emails, we have to be careful about the NetSuite limitation. A maximum of 10 recipients (recipient + cc + bcc) is only allowed. If we are only chunking the recipients, the cc and bcc will receive the same email more than once. So for tackling this scenario, we have… Continue reading Chunking of entire recipients+cc+bcc to avoid exceeding the 10 (recipient+cc+bcc) limit
Author: Geordy Cleetus
Giving field-level permission for particular roles
In NetSuite records, if we are creating a custom field that should only be edited by employees with a particular role, then add the roles with the sufficient access level needed.
Points to be noted while deploying Workflow using SDF
We have different methods o deploy a workflow from sandbox to production. The methods can be manual creation, Suite Bundler, Copy to account or SDF method. While deploying a workflow to production, keep note of the following points. If the workflow has dependency fields that are created on the sandbox and not yet in the… Continue reading Points to be noted while deploying Workflow using SDF
Custom segment applied to Entity and Transaction records, not fetched on Restlet
When the Restlet script tries to fetch a Custom segment from an Entity record or transaction record, an error is thrown showing that it is an invalid field. If the Restlet is set up on a custom role, and you have added all the permissions for this role, then the next place that you have… Continue reading Custom segment applied to Entity and Transaction records, not fetched on Restlet
Chunking of Email recipients to avoid exceeding the 10 (recipient+cc+bcc) limit
When implementing new functionalities to send emails, we have to be careful about the NetSuite limitation. A maximum of 10 recipients (recipient + cc + bcc) is only allowed. So to tackle this issue, we have to chunk the recipients before sending the emails, such that if we got 5 recipients, 3 cc and 4… Continue reading Chunking of Email recipients to avoid exceeding the 10 (recipient+cc+bcc) limit
Saved search to calculate time elapsed from system notes
MAX(CASE WHEN {systemnotes.field} LIKE ‘Problem Order’ AND {systemnotes.newvalue} = ‘T’ THEN {systemnotes.date} END) – MAX(CASE WHEN {systemnotes.field} LIKE ‘Problem Order’ AND {systemnotes.newvalue} = ‘F’ THEN {systemnotes.date} END)
Saved search operation to find the latest data based on the date
To find the latest data of a field for standard and custom records, use the following formula in a saved search MAX({field_id}) KEEP(DENSE_RANK LAST ORDER BY {date field_id} )
Average daily balance calculation
In NetSuite, we calculate the average daily balance of an Entity based on the following conditions. Find the opening balance of the entity from which average daily fund balance has to be calculated. Use the opening balance to find the balance for 1st day. Use another saved search to finf the transactions made in the… Continue reading Average daily balance calculation
Key Performance Indicator saved search conditions
In order to create custom KPIs a saved search must be built with the necessary filters and result columns The saved search should have the required date filter added in the available filter section such that the date are compared for days, months and years. The results must be grouped with the sum, average or… Continue reading Key Performance Indicator saved search conditions
Custom record as configuration record for all constant used in scripts
If a Project customisation needs to be deployed to multiple NetSuite accounts, a custom record would come in handy to store all the constant values used in the scripts. For this, the constant values of scripts should be stored in a library file, which would be updated based on the changes made in the custom… Continue reading Custom record as configuration record for all constant used in scripts