Proposal summary This proposal covers the scope of implementing a method for creating an ‘Incoming Fund’ customtransactions after reviewing the ‘Pending Donation’ custom transactions created on NetSuite,submitted by Donors through a custom portal. Requirement The requirement is to implement a method for creating Incoming Fund custom transactions afterreviewing the Pending Donation custom transactions. The customization… Continue reading Proposal For Pending Donation Approval with Email Notification
Author: Derin Jose
Proposal for Donor Portal – NetSuite APIs For Pending Donation
Proposal summary This proposal covers the scope of implementing Donor Portal – NetSuite APIs for Pending Donation.The portal will be able to create a new pending donation record, cancel a pending donation, andfetch details of all the pending donation records from NetSuite using the APIs. Requirement The requirement is to implement NetSuite APIs that can… Continue reading Proposal for Donor Portal – NetSuite APIs For Pending Donation
How to create a React-JS application and host it on the NetSuite file cabinet
We can use the ‘Vite.js’ development tool for creating a React-JS application and deploying it to the NetSuite file cabinet. To install Vite, use the command in CMD: To create a new Vite react project(replace ‘project-name’ with actual project name): You will be able to select the framework (react) and variant(typescript) executing the previous command.… Continue reading How to create a React-JS application and host it on the NetSuite file cabinet
How to provide NetSuite access to customers with a custom dashboard
In order to provide NetSuite access to customers with a custom dashboard, we will have to customize the ‘Customer Center’ role.For this, navigate to SetUp> Users/Role> Manage RolesClick on the ‘Customize’ hyperlink in the ‘Customer Center’ role row.Now, under the ‘Permissions’ subtab select the permissions you want to give to the customers for each transactions,… Continue reading How to provide NetSuite access to customers with a custom dashboard
How to use the standard ‘User Notes’ feature in a custom record and generate email notifcation
We can use the standard ‘User Notes’ feature in a custom record by enabling the ‘Show Notes’ checkbox in the custom record.Once the check box is enabled, notes can be created through UI similar to all the standard NetSuite records. Since the user notes are a different record, notes can be even added when the… Continue reading How to use the standard ‘User Notes’ feature in a custom record and generate email notifcation
How to attach emails to custom records
You can enable the mail merge option for custom records in NetSuite through these steps: Navigate to Customization > Lists, Records, & Fields > Record Types.Click on the Custom Record you want to edit.Check the Enable Mail Merge box.After enabling the mail merge option, you can use the mail merge feature to create personalized letters,… Continue reading How to attach emails to custom records
Proposal For NetSuite Customer Portal
Proposal summary This proposal covers the implementation of the NetSuite customer portal for customers to request the creation of sales orders and view the orders created. Requirement The client wants to have a customer portal within NetSuite for the smooth creation and management of Sales Orders. The customers should be able to enter the order… Continue reading Proposal For NetSuite Customer Portal
How to create a template for custom-report export
You can create a custom template for exporting a custom report easily using a NetSuite saved search. For this, create a saved search in NetSuite with custom label names as the names required to be visible in the template. You can use any saved search but if you can use a saved search with similar… Continue reading How to create a template for custom-report export
Record.setSublistValue() Errors and Fixes
Here are some common errors that can cause while using Record.setSublistValue() function. If not handled these errors can stop the sublist values from rendering on the NetSuite suitelet page. INVALID_FLD_VALUE errorThis error can happen if the value is passed as the value parameter in the Record.setSublistValue() function. The type should match the value passed.e.g: form.subLists.custpage_sublist1.addField({id:… Continue reading Record.setSublistValue() Errors and Fixes
How to refer sublist values from a record in a workflow action criteria
We cannot directly refer to line field values from the sublist in a record inside a workflow action criteria. Recently, I had to create a workflow to hide the ‘Authorize Return’ for a user if the related invoice is having an item with a specific custom field value(‘Product type’ is ‘Premium appliance’). This custom field… Continue reading How to refer sublist values from a record in a workflow action criteria