Scenario: User needs to create a Custom Center and enter Translation Labels for a Custom Center. Solution:Go to Customization > Centers and Tabs > Centers > New.In the Label field, enter a name for the center.In the ID field, enter an internal ID for the center, if required.Click Save.On the Centers list page, click Edit… Continue reading Creating a Custom Center and entering Translation Labels for a Custom Center
Author: Anand Mohan
Update category of item displayed in Website.
Scenario: User needs to update the commerce category of the item displayed in Website Solution: Inorder to update the commerce category of item displayed in website we could perform the CSV import.Go to: Setup> Import/ Export> Import CSV RecordsImport Type: Select WebsiteRecord Type: Select Commerce CategoryClick Select to upload your CSV fileClick NextClick NextField Mapping… Continue reading Update category of item displayed in Website.
User needs to redirect to item record from the transaction saved search.
Scenario: A formula can be used to add hyperlink to your Saved Transaction Searches which directs users to the Item record. Solution: Go to Reports > Saved Searches > All Saved Searches > New. Select Transaction. Click the Results tab.Add a Formula (Text) to the Search columns.Enter this as the formula: ‘<a href="https://.app.netsuite.com/app/common/item/item.nl?id=’ || {item.internalid}… Continue reading User needs to redirect to item record from the transaction saved search.
Create a Workflow to throw an error when a sales order copy is been made.
Scenario: User doesn’t want to make a copy of a sales order.Solution. Create a Workflow Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Sales Order (Disable Make a copy) Record Type: Select Transaction Sub Types: Select Sales Order Execute As Admin: Enter Checkmark Release Status: Select Released Initiation: Select Event Based Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Trigger Type: Select All Contexts: Select all context at which it needs to be… Continue reading Create a Workflow to throw an error when a sales order copy is been made.
Creating transactions for the Sub customer and its reflection in the A/R Aging summary.
Scenarios: Creating Sales order and Invoice for the Sub customer and its reflection in the A/R Aging summary. Creating the Invoice for Sub customer. Creating the Invoice is same as we create for Normal customer. The customer’s name selected in the transaction will be combination of customer ID, customer name and sub customer name. Impact… Continue reading Creating transactions for the Sub customer and its reflection in the A/R Aging summary.
Creating a Sub customer
Scenario: The user needs to create a sub customer for a customer. Solution:To create a sub customer record: Go to Lists > Relationships > Customers. Select the customer for which we need to make the sub customer. Under Sub customers tab under the relationship subtab, select New Sub customer. The sub customer record is the same as… Continue reading Creating a Sub customer
To Remove Duplicate Results on Bill of Materials Saved Search
Scenario: User creates Bill of Materials saved search but shows duplicate lines. This behavior is caused by the number of the Bill of Materials revision.Solution: Navigate to Reports > Saved Searches > All Saved Searches > NewSelect Bill of MaterialsSearch Title: Enter TitleClick CriteriaClick StandardFilter:Select Formula (Numeric)Formula: Enter CASE WHEN {revisionname}={revision} THEN 1 ELSE 0… Continue reading To Remove Duplicate Results on Bill of Materials Saved Search
Saved search to display the Assembly item and Member item with the quantity of its members.
Scenario: User needs to create a saved search to display the assembly items along with its member items with quantity of the later. Solution: Navigate to Reports > Saved Searches > All Saved Searches > NewSelect Bill of MaterialsSearch Title: Enter TitleClick CriteriaClick StandardFilter:Component: DescriptionDescription: is not emptyClick ResultsClick ColumnsField:Internal IDBill of MaterialsComponent: ItemComponent: QuantityClick… Continue reading Saved search to display the Assembly item and Member item with the quantity of its members.
Schedule daily mail to be sent to the sales associate notifying item back ordered in the sales order at a specific time.
Scenario:Daily at a specific time, mail need to be sent to all sales associates of that particular the sales ordered with back ordered item notifying about the item backordered in the sales ordered.Solution: SolutionNavigate to Reports > Saved Searches > All Saved Searches > NewSelect TransactionUnder Criteria tab > Standard sub tab, Add:Type = Sales… Continue reading Schedule daily mail to be sent to the sales associate notifying item back ordered in the sales order at a specific time.
Create a Saved Search to Show Back Ordered Items which do not Include Items Set to Do Not Commit
Scenario: To show back ordered items in Transaction Saved Search which do not include items set to Do Not CommitSolution: 1.Navigate to Lists > Search > Saved Searches > New Select Transactions Search Title: Enter Title Filter:Select TypeDescription: is Sales Order, Work Order, Transfer OrderSelect Item Fields…TypeDescription: is Inventory itemSelect CommitDescription: is any of Available Qty, Complete QtySelect StatusDescription: is… Continue reading Create a Saved Search to Show Back Ordered Items which do not Include Items Set to Do Not Commit