This proposal covers the scope of the automated creation of inventory adjustments to ProScope locations when Project task/milestone status is marked as Completed by the user. This proposal also covers the engagement scope of Jobin and Jismi It Services LLP, as the official implementation partner Of Oracle NetSuite. Submitted To L+O Technologies Submitted By Rijo… Continue reading Proposal for Automated Creation of Inventory Adjustments
Author: Mintu Antony
To set default tax items on customer records
After you have set up your tax codes, you can set a default tax code on a customer record. For example, you can set a default tax code that defines a customer as VAT-exempt or GST-exempt. Charities and nonprofit organizations are usually exempt from tax. This default tax code will be automatically filled on all… Continue reading To set default tax items on customer records
Mapping fields to null value in CSV imports
While CSV importing records, we can map the fields to NULL value. In the Field mapping stage, Add the fields. Click on the edit icon. Select “SET VALUE TO NULL“. And click “OK”. The field is mapped to NULL value.
Validate Address is Entered for Vendor Records
When working with Vendor Records may be necessary to ensure that the users working on the record have entered at least one Address before saving and warn them at the same time.
Validate customer and items entered in sales order.
To validate the sales order whether the customer and items entered in it are synced to TrackTraceRX environment.
Custom Role That Can Only Create and Edit Item Records
An Administrator would like to create a custom role that only has the ability to create and edit item records. Solution: A. Create a Custom Center for the role Navigate to Customization > Centers and Tabs > Centers > New Label: Enter a Center nameExample: Custom Accounting Center Click Save B. Create a Custom Center Tab for Custom Center Navigate to Customization > Centers and Tabs > Center Tabs > New Label: Enter custom Center Tab nameExample: Custom Lists On… Continue reading Custom Role That Can Only Create and Edit Item Records
Make Copy on Item Record Does Not Work for Custom Role.
When viewing an Item record and clicking Make Copy, a custom role is not routed to the create new item creation page. Solution: 1. Navigate to Setup > Users/Roles > Manage Roles2. Custom Role: Click Edit3. Navigate to Permissions4. Click Lists5. Permission: Select Items6. Level: Select Edit7. Click OK8. Click Save
Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.
Create a lead/prospect record. Create an opportunity using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Opportunity Sales Order Customer Lead Opportunity Invoice Customer Lead Opportunity Cash Sale Customer Prospect Opportunity Sales Order Customer Prospect Opportunity Invoice… Continue reading Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.
Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Create a lead/prospect record. Create an estimate using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Estimate Sales Order Customer Lead Estimate Invoice Customer Lead Estimate Cash Sale Customer Prospect Estimate Sales Order Customer Prospect Estimate Invoice… Continue reading Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Prospect to customer conversions through sales transactions.
Prospect is converted into customer in the following sales transactions. Record Transaction performed Converted into Prospect Sales Order Customer Prospect Cash Sale Customer Prospect Invoice Customer