In NetSuite, credit limits and customer deposits are two distinct aspects of managing customer accounts. Credit Limits: A credit limit is the maximum amount of credit that a customer is allowed to have outstanding at any given time. It’s a way to manage and control the risk of customers exceeding their authorized credit.Setting Credit Limits:… Continue reading Credit Limit and Customer Deposit
Author: Steffy Augustine
QA Document of DMBL Approval workflow
Test Case Documentation SSLNU-10
Task description When a location is created in Netsuite it will be synced to the track trace of the corresponding subsidiary and a UUID from the track trace is passed and stored in NetSuite.Child locations are synced only if the parent locations are synced.
Customer Statement
In NetSuite, you can generate customer statements to provide your customers with a summary of their account activity, including invoices, payments, and other transactions. Here are the steps to create a customer statement in NetSuite: Log in to your NetSuite account using your credentials. Open the customer record. Click on generate statement under actions Enter… Continue reading Customer Statement
Test Case Documentation DMBL-234
The workflow is role-specific. Administrator Role can create, edit, and approve/Reject the JE. DMBL- Accountant Role can create and Edit the JE, but cannot Approve/Reject. The Financial Manager Role can Only Approve/Reject the JE, and cannot create or edit it. The Submit for Approval button and Resubmit for Approval button can be visible to only… Continue reading Test Case Documentation DMBL-234
Test Case Documentation of XSEED-533
A Manifest Generation icon is provided in the WMS. When the Manifest generation icon is clicked, a Suitelet page is open to enter the waybill number or scan the QR Code in the Shipping Label. Multiple IFs can be listed. On clicking the Generate button, a custom record is created for the Selected IFs and… Continue reading Test Case Documentation of XSEED-533
Update the purchase price of the vendor in the inventory record
Clarification is needed on setting purchase price in the line level of the inventory record. Solution- We may use the CSV import to update the supplier’s purchasing price. However, the purchase price cannot be updated using the standard mass update feature
Clarification on the inactive vendor as the preferred vendor
Is there any possibility of unchecking the preferred vendor and setting another vendor with the lowest purchase price as the preferred vendor, when the vendor is inactive? Solution- An inactive vendor can be set as a preferred vendor
Test case Documentation- BRGC-34
Task Description An item filter field is provided in the sales order, invoice, and cash sale records. When content is provided in the item filter, then items with the keyword in the sales description are listed on a popup page. we can select the item from the drop-down list. Filters description, location, product category, and… Continue reading Test case Documentation- BRGC-34
TestCase Documentation LOTEC-2
Task Description when a project Task/Milestone is marked completed, then inventory adjustment will be created for the Proscope Project Requisitions under that Project Task/Milestone. The Adjustment Account will be a static value- 5100 Direct Materials. The department and subsidiary of the project will be set in inventory adjustment. The location of the item in the… Continue reading TestCase Documentation LOTEC-2