Author: Sophia Yougin

ZOHO CRM – SYSTEM STUDY

Summary  The purpose of this system study is to evaluate Zoho CRM as a potential replacement for the process from Lead to sales order in NetSuite and provide a comprehensive understanding of its capabilities and suitability for our organization’s needs. The study focused on various aspects of Zoho CRM, including lead management, opportunity tracking, sales… Continue reading ZOHO CRM – SYSTEM STUDY

To Add Days To Last Day Of trandate

You can use the below formula in a workflow after the field change of the trandate to add days to the last day of the trandate. (new Date((new Date(new Date({trandate}).getFullYear(),new Date({trandate}).getMonth()+1 ,0)).getFullYear(),(new Date(new Date({trandate}).getFullYear(),new Date({trandate}).getMonth()+1 ,0)).getMonth() ,(new Date(new Date({trandate}).getFullYear(),new Date({trandate}).getMonth()+1 ,0)).getDate()+30)).toLocaleDateString()

Set The Last Date Of Trandate

You can use the below formula to set the last date of trandate in the workflow triggering after a field change of trandate (new Date(new Date({trandate}).getFullYear(),new Date({trandate}).getMonth()+1 ,0)).toLocaleDateString()

ODBC Connection For NetSuite

ODBC can be used to access NetSuite data through a third-party ODBC driver that translates ODBC calls into NetSuite-specific API calls. This allows applications that use ODBC to access NetSuite data in a similar way to accessing data in a traditional DBMS. ENABLING FEATURE Setup → Enable Features → Analytics → SuiteAnalytics connect. After this,… Continue reading ODBC Connection For NetSuite

JavaScript Closure

Perhaps without realizing it, almost every JS developer has made use of closure. In fact, closure is one of the most pervasive programming functionalities across a majority of languages. It might even be as important to understand as variables or loops; that’s how fundamental it is. Yet it feels kind of hidden, almost magical. And… Continue reading JavaScript Closure

Be Careful With Record Types When Performing Entity Lookups via Script

The “Entity” record type in NetSuite is a catch-all category that includes a number of more specific entity types like Vendor, Customer, Employee, Contact, Group, Partner, etc. In some cases, defining a custom field as an entity rather than a more specific type is necessary. However, when performing a lookup of the field in the script,… Continue reading Be Careful With Record Types When Performing Entity Lookups via Script

Attach a User Note to a Custom Record Without Hardcoding the Record ID

record.create({ type: record.Type.NOTE }).setValue(‘note’, noteText).setValue(‘record’, customRecordId).setValue(‘recordtype’, ‘customrecord_abc_123’).save(); The above code throws an error You have entered an Invalid Field Value customrecord_abc_123 for the following field: recordtype SOLUTION SuiteQL offers a CustomRecordType table [II] which you can query to get the internal ID of a custom record: let customRecordType = query.runSuiteQL({query:SELECT internalid FROM CustomRecordType WHERE scriptid… Continue reading Attach a User Note to a Custom Record Without Hardcoding the Record ID

Resetting NetSuite Multi-Select Field Values Does Not Work in beforeLoad

When copying records, you might need to reset fields whose values you do not want to get copied to the new record. It is very common to do this in the beforeLoad event (i.e. server-side): }) However, if the field in question is a multi-select field, the value did not get reset! To achieve the… Continue reading Resetting NetSuite Multi-Select Field Values Does Not Work in beforeLoad