Click on the Create option on the Home page and select the Integration option from that. Then give a name for the Tile and Save this. Thus we have created a new standalone Tile with a name we required.
Author: Anu Mathew
Set up a manual token-based auth connection to NetSuite
NetSuite StepsA. Enable your NetSuite account with Token-Based Auth (TBA) Log into NetSuite as an Administrator. Go to Setup > Company > Enable Features. Click SuiteCloud subtab. Scroll down to Manage Authentication section. Check the TOKEN-BASED AUTHENTICATION checkbox. Save your changes. B. Create custom NetSuite Role Log into NetSuite as an Administrator. Go to Setup > Users/Roles > Manage Roles. Click Customize beside the Celigo integrator.io Full… Continue reading Set up a manual token-based auth connection to NetSuite
Setting the Date Created to a specified Date format
By using a transaction saved search we can set the Date Created to a specified Date format. For example, if the Date format of an account is MM/DD/YYYY and of another account is DD/MM/YYYY. In both these cases we can set to a specified format of Date as we required. Under the Result tab give… Continue reading Setting the Date Created to a specified Date format
Setting Up a Budget
Each budget in NetSuite covers a fiscal year, for which you can enter an amount, per account, for each period. In NetSuite OneWorld, budgets are specific to a subsidiary and fiscal year. Transactions > Financial > Set Up Budgets Select a Subsidiary for the budget, if applicable.The Subsidiary field appears only in NetSuite OneWorld accounts. In the Year field, select the… Continue reading Setting Up a Budget
To Set The Date Format
Navigate to Setup > Company > General Preferences Set the Date Format of your choice Select Save Note: To change the Preference, you need to have an Administration Role.
Show the Amount and Budget Amount in the Subsidiary’s currency in the “Budget vs Actual currency” report.
Navigation to Budget vs Actual Currency Report Report>Banking/Budgeting>Budget Vs Actual Steps to show the Amount and Budget Amount in the Subsidiary’s currency in the “Budget vs Actual currency” report. First, check that Multiple budgets[ under Accounting Tab] and Multiple currencies [ under the Company tab ]are enabled in the account. Then create a Budget category… Continue reading Show the Amount and Budget Amount in the Subsidiary’s currency in the “Budget vs Actual currency” report.
Budget Category
Budget categories are used with the Multiple Budgets feature to create budgets for a variety of scenarios. Be aware that budget categories are available only if you have the Multiple Budgets feature enabled in your account. When the Multiple Budgets feature is enabled, you can use budget category values on budget records to categorize types of budgets.… Continue reading Budget Category
Contacts of Customers who are active for the last 12 months
We can take the contacts of customers who are active for the last 12 months through a contact-saved search. This is taken according to the date of the last sales order created by the customer. The criteria for this should include the Date of Last Order
Fix the error ” Your search criteria expired. The criteria for a given search generally expire after 15 minutes of inactivity. Please return to the search definition page and re-submit your search”
Here the error mentioned above we got associated with a contact saved search. By providing a link to the search, in some accounts it is possible to open the link. Impossible to open it in some accounts, in that case, we were getting the error message mentioned above. To solve this we need to make… Continue reading Fix the error ” Your search criteria expired. The criteria for a given search generally expire after 15 minutes of inactivity. Please return to the search definition page and re-submit your search”
Set Phone Number as an Available Filter in Saved Search
Here I am providing the Phone Number as an Available Filter in a contact-saved search Then after saving and running the search, we will get the result of various contacts with details. And there we have the option to provide a particular phone number. By providing the number there we will get the contact with… Continue reading Set Phone Number as an Available Filter in Saved Search