Proposal summary This proposal covers that creating the case record automatically in Netsuite when the customer click the submit button in the Website and populate the fields in the website in the corresponding case record and its proposed solution. Requirement This is our requirement, Method-1 – IFrame in WordPress How much effort is required… Continue reading Proposal For Creation of Case record using Online Case Form
Author: SreeVidhya Sanoj
Email Case Capture
The Email Case Capture feature automatically converts customer support messages your company receives into organized cases in NetSuite. An administrator can enable this feature at Setup > Company > Setup Tasks > Enable Features >CRM > Email Case capture. Check the email case capture and save. When cases are submitted, each case is automatically: saved in… Continue reading Email Case Capture
Proposal for WMS Customization Phase-1
Proposal summary This proposal covers that WMS implementation and customization for XSEED–Phase 1 and its proposed solution. Requirement 1 Bulk Fulfilment On Waves being marked shipped/ Item fulfillments being marked shipped Transporter Integrations- API integration between Netsuite and Shiprocket (available) or any other transporter (to be integrated- not in WMS scope) to manifest these orders… Continue reading Proposal for WMS Customization Phase-1
WMS fulfill orders in packed status directly using System Rule
When wave has released to WMS. We can pick the order using the Picking icon in WMS. NetSuite WMS generates fulfillment records from completed pick tasks. It follows your preference to generate fulfillments per order or per order line. By default, it marks the generated fulfillments record as Picked. You can change this default status… Continue reading WMS fulfill orders in packed status directly using System Rule
Saved search formula to set Due date 3 working days after the order date
The saved search formula will be in the result column which exclude the weekend dates and set the due date 3 days after order date in DD/MM/YYYY format Formula text: CASE TO_CHAR({trandate} + 3, ‘D’) WHEN ‘1’ THEN TO_CHAR({trandate} + 5, ‘DD/MM/YYYY’) WHEN ‘7’ THEN TO_CHAR({trandate} + 5, ‘DD/MM/YYYY’) ELSE TO_CHAR({trandate} + 3, ‘DD/MM/YYYY’) END
User Unable to View Events by Subordinates
When the user tries to view the event of another employee it shows alert messages which look like below The role of the user has full access to calendar and events But still the user shows alert message; Solution The Event can only be visible to other users given the following scenario: 1. User is set as… Continue reading User Unable to View Events by Subordinates
Saved search criteria to get the customers have latest date difference b/w today and system note date for setting a field value.
Send PO details in Excel Format to SFTP Server
User event script is used to store the PO details in file cabinet and send it to SFTP server in Excel format.
Documentation of Online case form using WordPress
Online Case Form Online case forms help customers contact you with enquiries, and help your support team resolve problems and offer customers the best service possible. Online forms are created using either NetSuite default form template or a custom HTML template you upload. We can link to the form from your websites. In the document we… Continue reading Documentation of Online case form using WordPress
Export CSV files of Order from NetSuite to AWS SFTP server
User event script for Export CSV files of Purchase Order from NetSuite to AWS SFTP server. The script fetch the details from the PO and converted it to CSV files. Then CSV file will be stored in the file cabinet folder. The data from the file cabinet will export to SFTP server. UserEvent Script Suitelet… Continue reading Export CSV files of Order from NetSuite to AWS SFTP server