Mintu Antony – Page 3 – knowledgebase JJ

Lead to customer transactions through sales transactions.

Lead is converted into customer in the following sales transactions. Record Transaction performed Converted into Lead Sales Order Customer Lead Cash Sale Customer Lead Invoice Customer

Lead and prospect records are converted to customer record when status is changed.

LEAD TO CUSTOMER Steps: Create a lead. Lists -> Relationships -> Lead -> New Enter the required details. Save the record. Edit the record and change the status to “CUSTOMER- Closed Won” or “CUSTOMER- Lost Customer” or “CUSTOMER- Renewal“. Save the record. Now the Lead is converted to Customer. PROSPECT TO CUSTOMER Steps: Create a… Continue reading Lead and prospect records are converted to customer record when status is changed.

Conversion of lead to customer records

When a lead is created and a sales order is created with the corresponding lead, the lead is converted automatically to customer. 2. When a lead is created and a cash sale is created with the corresponding lead, the lead is converted automatically to customer.

Create parent customer from email domain.

Create parent(master) customer from email domain.

To provide GL Impacts permission while restricting access to Journal Entries

We can add “Make Journal Entry” with view permission in the required role. For that, Setup>user/role> Manage roles > select required role > permissions. In Transactions subtab, add “Make Journal Entry”. However, the same permission is linked with Journal entry permission the role will get permission to view journal entries. To restrict access to journal… Continue reading To provide GL Impacts permission while restricting access to Journal Entries

New Location record in NetSuite is not saved while clicking on save button.

Phone number should be entered in the Address subtab while creating new location in NetSuite. No warning messages are shown if the phone number fields are empty. So, Phone number should be entered in the Address subtab while creating new location in NetSuite.

To break a long word in item label pdf.

To break a long word in item label pdf. When table with nested table is created and added columns, the nested table columns data were overlapped with the parent table columns. The nested table was removed and added rows and columns in the table, the overlapping issue was corrected. Thus break the long word.

Custom module for API Configuration of NetSuite-TrackTraceRX Integration.

To break a long word while creating an item label pdf using HTML and CSS.

To break a long word while creating an item label pdf using HTML and CSS. When table with nested table is created and added columns, the nested table columns data were overlapped with the parent table columns. And then nested table was removed and added just rows and columns in the table, the overlapping issue… Continue reading To break a long word while creating an item label pdf using HTML and CSS.

To disable a checkbox in edit context if it was checked initially during the record creation.

The checkbox was checked during the record creation, and when record is edited then it should be disabled. In User Event Script, beforeLoad(scriptContext) entry point is used. It has scriptContext.form as a parameter.