Scheduled Email for Welcome Series

Jira:https://jobinandjismi.atlassian.net/browse/WF-41 We have created a custom checkbox named “IN B2B WELCOME SERIES“ under the subtab named marketing. We have created the workflow named “JJ WF B2B Email Series“ in production and tested it with the dummy account 18563 Harley Test. We have updated the workflow to trigger emails in a delay of 3 and 4… Continue reading Scheduled Email for Welcome Series

Oneweld – Set Acccount as “11003 OneWeld Receivables”

Jira No: TAIP-671 Requirements Set  “11003 OneWeld Receivables” account is automatically for newly created customers – Oneweld website Solution We need to update the account registration function to set the Default Receivables Account to  “11003 OneWeld Receivables” for the customer who creates their own account on the oneweld.ca website Budget and Time Description Time Required… Continue reading Oneweld – Set Acccount as “11003 OneWeld Receivables”

Oneweld Sales order and Invoice forms

Jira No: TAIP-636 Requirements Add mailing address on the top of the Sale order and Invoice Document 3922 – 51st AveEdmonton, ABT6B 3T5GST# 725330328 Solution We need to update the two pdf templates in the Netsuite Oneweld Salesorder PDF Template, Oneweld Invoice PDF/HTML Template Budget and Time Description Time Required Analysis 1h Development 5h Testing… Continue reading Oneweld Sales order and Invoice forms