Author: Parvathi K J

Publish Dashboard

ScenarioAdd the Same Dashboard Tile of the Controller to a custom Role SolutionAdd “Publish Dashboards” Permission under the setup tab to the role Controller User: ControllerGo to Settings> Publish Dashboard> List From the list of saved dashboards edit the dashboard, we want to publishThen go to Apply to Role and add the name of the… Continue reading Publish Dashboard

Add Custom Report to Dashboard Tile

User: Administrative RoleTo add a Custom Report to the Dashboard tile go to Setup> Dashboard Tiles> Manage Dashboard Tiles > NewAs per our requirement, we can select the tile type like Reminder, StaticAdd NameTile Type: StaticDisplay To all Role – checking on this box leads to publishing the custom report to all rolesOr we can… Continue reading Add Custom Report to Dashboard Tile

Custom Role with Access to Only Report

Scenario Create a Custom Role based on a Custom center with all transactions and Report view with Report Customization Permission Solution Create a custom center (Report Center)Go to Customization> Centers & Tab> Center > NewCreate a custom role based on the previously created custom roleGo to Set Up> Users/Role> Mange Roles> NewSelect the center as… Continue reading Custom Role with Access to Only Report

Dropdown List

Scenario The client wants to add an “EZYconcept” list to a dispatch status dropdown. Solution Go to Customization> List,Record & forms> ListFrom the custom lists select the Dispatch status In the dispatch status custom list add “EZYconcept” under the value subtab and save. Now the EZYconcept is visible in the dropdown list of the dispatch… Continue reading Dropdown List

Override Period Restrictions

ScenarioThe employee can edit and post the bill even after closing the period.Reasons: Override Period Restrictions: This permission allows the user to edit or post the record after closing the A/R and A/P tasks. After closing all the period’s checklists the user becomes unable to edit the record. Accessible Subsidiaries while closing the accounting period… Continue reading Override Period Restrictions

Suite Approval

With the help of the Suite Approval workflow, we can create the new approval rule.We can use this bundle for approving different expense records, Journal Entries, Invoices, etc.Journal Entry Approval Set Up> Approval process manager > Approval Rule list > New approval Rule On the new rule: Approval Routing tab > ROUTE APPROVALS BASED ON AMOUNT… Continue reading Suite Approval

Configure, Price, Quote(CPQ)

CPQ or configure, Price, Quote is a business toolset that allows for the automatic application of business logic (Pricing, calculation, compatibility, etc.) during a sales transaction. NetSuite CPQ enables sales teams to quickly configure, price, and quote (CPQ) products and services with complete accuracy and reliability—directly in NetSuite.The ability to create 3D product visualizations and… Continue reading Configure, Price, Quote(CPQ)

Scheduled Workflow

Scenario the client wants to create a workflow to automate the status change, as follows: CONDITIONS: The interaction Type is Back Orders AND Transaction Status on the associated Sales order is any of cancelled, closed, pending billing, billed  THEN: Set Interaction Status as Completed  Run once a day (either after 6 pm or before 7… Continue reading Scheduled Workflow

Lot /Serial Trace Preferences

Lot trace helps to track product movements and leads to good quality control and customer service. To effectively manage inventory, manufacturers need the ability to trace products through the entire lifecycle of the product. The lot and serial numbers provide additional visibility into where your item came from and how it is being used. To… Continue reading Lot /Serial Trace Preferences