Author: Bhagyalekshmi S

Transaction Search for Sales Orders with Items Without Class

Navigate to Reports> Saved Search> All saved Searches >New. Click on Transactions. Under Criteria tab> Standard subtab, add the following: -Type: is Sales Order Item Fields …: Class: any of None. 4. On Results tab, there are pre-populated fields to show the Sales Order information. You may add/remove any fields you want to see the… Continue reading Transaction Search for Sales Orders with Items Without Class

How to Show Invoices, Items and Quantity in Saved Search for Credit Memos

1. Navigate to Reports > Saved Searches > All Saved Searches > New 2. Select Transactions 3. On the Criteria tab > Standard Sub tab: Add the fields —Type = is Credit Memo—Created From: Type = is Invoice—COGS Line = false—Tax Line = false—Shipping Line = false—Main Line = false 4. On the Results tab > Columns sub tab :  Click on Remove All button and then Add the… Continue reading How to Show Invoices, Items and Quantity in Saved Search for Credit Memos

Access to Custom Records from the Vendor Center

Note : Vendor Center roles by default cannot be customized to be given access to Custom Record Types. Create a custom tab:1. Navigate to Lists > Website > Tabs > New.2. Click New Presentation Tab.2. Enter Name.3. Unmark the Display In Website checkbox.4. Audience tab > Roles > Select Vendor Center.5. Click Save. Create a custom record:1. Navigate to Customization > Lists, Records, & Fields > Record Types > New.2. Enter Name.3. In the Access Type field select Use Permissions List.4. In the Permissions tab > Add Vendor Center with Edit Level.5. Click Save.6.… Continue reading Access to Custom Records from the Vendor Center

Set up an FTP connection in Celigo

File Transfer Protocol (FTP) is a standard communication protocol used for the transfer of files from a server to an application or a computer. You can grab existing JSON, XML, CSV, and other files to upload them into a second application (such as Amazon Seller Central) or add files to the server from an application.… Continue reading Set up an FTP connection in Celigo

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Using Client Script, auto populate division field in the item line of Purchase Order record corresponding to the Projectcode in the item line.

/** @NApiVersion 2.x @NScriptType ClientScript @NModuleScope SameAccount/ define([‘N/record’, ‘N/runtime’, ‘N/search’], /* @param{record} record @param{runtime} runtime @param{search} search*/function(record, runtime, search) {function setDiv(sublist,recobj){var divvar projectcode= recobj.getCurrentSublistValue({sublistId:sublist,fieldId:”custcol_cseg13″})console.log(“projectcode”,projectcode)if(projectcode) {var customrecord_cseg13SearchObj = search.create({type: “customrecord_cseg13”,filters:[[“internalid”, “anyof”, projectcode]],columns:[search.createColumn({name: “custrecord_ref_projectrecord”, label: “Project Record Ref”}),search.createColumn({name: “custentity8”,join: “CUSTRECORD_REF_PROJECTRECORD”,label: “Div/Unit”})]});var searchResultCount = customrecord_cseg13SearchObj.runPaged().count;log.debug(“customrecord_cseg13SearchObj result count”, searchResultCount);customrecord_cseg13SearchObj.run().each(function (result) {// .run().each has a limit of 4,000 resultsdiv =… Continue reading Using Client Script, auto populate division field in the item line of Purchase Order record corresponding to the Projectcode in the item line.

Unapplied the Payment applied to an Invoice and reverse the impact of the Payment record

Scenario: User creates a payment record and applies it against an invoice but later on the payment becomes invalid. To resolve, user needs to follow below steps: I.             Unapplied the Payment from the Invoice record 1. Pull up the Payment record on edit mode. 2. Under Apply tab > Invoices sub tab, unmark the Apply box for the invoice it was applied to. 3. Hit Save button. II.          Reverse… Continue reading Unapplied the Payment applied to an Invoice and reverse the impact of the Payment record

Scheduled NetSuite Workflow that runs a SuiteScript

Here is a list of steps required to create a scheduled NetSuite workflow that runs a SuiteScript: Create a saved search Create a scheduled workflow that references the saved search Write, upload and deploy a “workflow script” Associate the workflow script with the workflow Test the workflow Release the workflow Create a saved search: Your saved… Continue reading Scheduled NetSuite Workflow that runs a SuiteScript

Workflow to hide fields in view mode for records with specific condition

A workflow that hides fields on the customer record whenever the customer has specific subsidiary can be defined as follows: Workflow Name: Customer Hide Details in ViewRecord Type = CustomerSubtype = Customer Initiation: Event BasedEvent Definition:On Create, On Update selectedTrigger Type = Before Record LoadEvent Type = View Condition: Subsidiary = ABC Subsidiary State 1: Hide FieldsAction 1: Set Field… Continue reading Workflow to hide fields in view mode for records with specific condition