Author: Silja K C

Scenario: Create a new customer in NetSuite with the name “Walking Customer KM” for the Cash sale form and populate the customer name in the form for cash sale for the role “KM Role“.Change the value for the field location from “Corniche” to “Km-Yallatoys_MOQ“ Solution First, create a new customer in Netsuite. Go to List>… Continue reading Form Customization for Cash Sales using Workflow

In Netsuite, we can set up price levels for the customer. Go to list> Relationship> Customer Select the financial tab. Under the accounting information in the price level field select the appropriate price level for the selected customer. After we set up custom price levels, we can still enter a custom amount or choose a… Continue reading Setting Price Levels for Customers

To publish the dashboard we must have the Publish Dashboards permission. Set up> User/ Roles> Manage Roles Under the permission tab select the setup sub-tab and select the publish dashboards permission and give full permission. Go to the Netsuite home page, and click the publishing dashboard. On the publish dashboard page enter the name of… Continue reading Dashboard Publishing

First, we need to create a saved search that we need to add to the dashboard view using the Key Performance Indicators and KPI Score Card. After creating the search go to the home page and click the personalize link and click or drag and drop the Key Performance Indicators to add the dashboard. In… Continue reading Adding the saved search in the Key Performance Indicators as custom KPIs.

A custom KPI can be displayed in a trend graph portlet if the saved search on which this custom KPI is based We must consider the following points while creating a saved search. Does not include any date fields defined as filters on the Criteria subtab Has exactly one field with a summary type (such… Continue reading Displaying Custom KPI Results in Trend Graphs

Scenario: Require a search to alert us whenever a due date(ship date) is changed from 25/12/2022 to any other date First, we need to create a saved search, Under the email tab ticks the send email alert when records are created or updated check box. In the specific recipients subtab enters the name of the… Continue reading Email alert using Saved search

We can import the credit card transaction using CSV import. Credit card transaction import doing in two ways credit card charge import and credit card refund import. When we prepare credit card charge CSV data for import, make sure that our CSV file includes the following fields. They are required for a successful CSV import.… Continue reading Credit Card transaction CSV import

Using CSV import we can add or update the resources allocation record in NetSuite.  The following are required fields at the time of the resources allocation record CSV import.  Resource Allocation Internal ID  Resources  Customer: Project  Allocate  Allocate Type  Start Date  End Date  Note: At the time of creating the file for the CSV import… Continue reading       Resources Allocation Import 

If we enable the resources skillset feature in our NetSuite account, then we can enable to add information to employee and vendor records about the skills and expertise and then search that information for the best-matched project resource. After installing the skillset module, we can see the skills and expertise tab in the employee and… Continue reading Resources Skill Set

We can restrict access to files by setting permission on file cabinet folders. We can restrict access to the folder rather than restrict the individual files. To set restrict access Go to Document>File> File Cabinet Click Edit on the folder to which we want to restrict access. On the document folder page select from the… Continue reading Restricting access to File Cabinet Folders