Author: Sreelakshmi R

Shipping to Customer and Auto Invoicing

Proposal summary AMVOP would like to build an auto-invoicing process and restrict the invoice view permission for a particular user and role in the system. Also, this scope includes some pdf updates and dynamic user assignments. Requirement When the user 1052 Ahmed Mustafa Alkashif with the role AMVOP warehouseman creates the item fulfillment to the… Continue reading Shipping to Customer and Auto Invoicing

Invoice QR Code Proposal

Proposal summary AMVOP would like to incorporate the recent updates from ZATCA regarding the QR Code of Invoices to match their norms and policies of E-Invoicing Regulations. Requirement Need to implement the recent updates from ZATCA on QR Code in the Invoice PDFs generated in Netsuite.  Our Solution Updates from ZATCA on QR Code Creation:… Continue reading Invoice QR Code Proposal

Quick Add New Entry to Custom Body Sourcing Custom List – Role Permission

There is a requirement to restrict users from creating new entries from the Custom List. Solution: Navigate to Setup > Users/Roles > Manage Roles  Necessary Role: Click Customize/Edit Click Permissions Click Setup Permission: Select Custom Lists Level: Select View Click Save If we do this the user will not see the + button near the custom field. Note: All Administrators will still be able to add new list entries.… Continue reading Quick Add New Entry to Custom Body Sourcing Custom List – Role Permission

Drop Ship/Special Orders

There is a relation between accounting preference and item behavioring as drop ship or special order type in a transaction. If we unmark the Accounting preference “INCLUDE COMMITTED QUANTITIES” in Order Management>Drop Shipments & Special Orders. Item of Drop ship type (check Drop ship checkbox and it says to set preferred vendor and add the… Continue reading Drop Ship/Special Orders

Invoice Approval Workflow Proposal

Proposal summary This proposal covers the scope of creating a new approval workflow for invoice records. Requirement  Neutrinos need to create a two-level approval flow for all invoices generated. Our Solution Prerequisites Neutrinos will provide the user(employee name) and his role that needs to be used as the second level approver (anyone with Accounts Role).… Continue reading Invoice Approval Workflow Proposal

Suitelet to Enter Rejection Reason

A Suitelet can be used as a custom screen for entering a rejection reason as a part of the Approval flow and on hitting submit button the entered reason will be sent to the respective record. Workflow allows us to add custom actions (scripts) in GO TO RECORD action, or simply as a new action… Continue reading Suitelet to Enter Rejection Reason