Requirement: Client wants to know if it’s possible to consolidate orders that needs to be consolidated from NetSuite itself and send as a single order to Footprint so that from Footprint, the consolidated order can be processed easily. The orders that need to be combined are identified from the Memo field in which Corp Design… Continue reading Consolidating Sales orders from NetSuite and sending to Footprint as single outbound order: Proposal
Author: Lakshmi priya Suresh
PRICE LEVEL DISCOUNTING PROPOSAL
Proposal Summary This proposal summarizes the functionality of applying discounts based on customer price level and the order net total. Requirement When a customer places an order and we process the Estimate Or SO, the below discount should apply based on the NET cost. Corp Design would like the price level to change automatically once… Continue reading PRICE LEVEL DISCOUNTING PROPOSAL
Hide Standard Fields and Subtabs of an Entity Record when using a Custom Role
Scenario The administrator created a Custom Role with Full Access for their developer to access the account and perform different type of customization. The administrator only want their developer to access the customization and have limited view access on the records. The standard field (e.g. Tax ID) and the subtab Bank Payment Details will be hidden for the Developer Custom Role. Solution I. Create a new… Continue reading Hide Standard Fields and Subtabs of an Entity Record when using a Custom Role
Prevent User From Editing or Creating of Sales Order Using Workflow
Scenario User needs to prevent certain role to create and edit Sales Order eventhough they have edit access for it. The edit access is needed so that files can be attached to the record. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Example: Prevent user from creating and editing of SO. Record Type: Select Transaction Sub types: Select Sales Order Execute as… Continue reading Prevent User From Editing or Creating of Sales Order Using Workflow
Resolve Hidden Custom Form Field on Entity or Transaction Records
Scenario There are instances when the Custom Form field is not visible on a custom form even if the field is marked as Show on the custom form’s setup page. This is caused by the fact that only one form for the particular record type is active. If the Custom Form field does not include any… Continue reading Resolve Hidden Custom Form Field on Entity or Transaction Records
Attach Multiple Files to Item Records
Scenario Ability to associate or attach multiple files into an Item Record. Solution User can create a custom record that will store the files and associate it with the Item Records. 1. Create a Custom Record via Customization > List, Records & Fields > Record Types > New Set Name: to Files On Item Uncheck Include Name Field Check Show Creation Date On Record and On List Check Allow Quick Add and Enable… Continue reading Attach Multiple Files to Item Records
Show Custom Special Instruction on Sales Order from Customer Record
Scenario Currently there is no Special Instruction field on the Sales Order record that automatically pulls the value from the Customer record. Some companies need this field to efficiently see the additional instructions associated to the Customer. In order to achieve this, a Custom Entity Field and Custom Transaction Body Field needs to be created.… Continue reading Show Custom Special Instruction on Sales Order from Customer Record
NetSuite – Footprint Integration using EDI
Proposal Summary This proposal summarizes the solution for implementing the integration between NetSuite and Footprint to integrate the NetSuite orders with Crane world. Whenever a new sales order is created in NetSuite and approved, we will create the same order in footprint and when the shipment of the order is taken place in Crane, we… Continue reading NetSuite – Footprint Integration using EDI
Formula to format a date field in ‘yyyy-mm-dd’ format for display in search results
In NetSuite saved searches, you can use a formula to format a date field in ‘yyyy-mm-dd’ format for display in search results. Here’s how to do it: Create or edit your saved search in NetSuite. Add the date field you want to format to the “Results” tab To format the date field, click on the… Continue reading Formula to format a date field in ‘yyyy-mm-dd’ format for display in search results
Applying interest on invoices overdue by 45 days and more – Proposal
Proposal Summary This proposal outlines the functionality for automatically applying a penalty/interest to invoices overdue by 45 days or more. Requirement The client wants to automatically calculate a 5% penalty on the invoice amount once it reaches 45 days overdue and add an additional 1.5% interest every 30 days thereafter. Deliverables We will develop a… Continue reading Applying interest on invoices overdue by 45 days and more – Proposal