Category: NS Administration

All articles / code related to Netsuite administration

Remove Comma from the Amount and Quantity fields in the saved search

In the amount and quantity field in the saved search results, there will be a comma separation for values that is greater than 1000 (Ex: 2,245). To avoid these commas, we can use the TRIM function. TRIM(‘,’ FROM {amount}) When using the TRIM function, the decimal part will be removed if it is .00. So… Continue reading Remove Comma from the Amount and Quantity fields in the saved search

Online Customer Form Setup for Creating Customer Records

Requirement: The requirement is to set up an online customer form that creates both customer records and contact records in NetSuite. The form should include mandatory fields for Company Name, First Name, and Last Name. Additionally, the system should provide options for associating lead sources, mapping campaign events, allowing lead source overwrite on contact records,… Continue reading Online Customer Form Setup for Creating Customer Records

Online Customer Form Management for Website Interaction

Requirement: The requirement is to establish a system for utilizing online customer forms on the company’s website. These forms serve the purpose of gathering information from customers, leads, and contacts, allowing customization of form appearance. It is necessary to provide options for linking to the form, embedding it within the website, handling duplicate records, creating… Continue reading Online Customer Form Management for Website Interaction

Lead Source Management

Requirement: The requirement is to define and track the sources through which new leads come to the company. The system should allow for capturing lead sources in various scenarios, including marketing automation, online lead capture forms, lead imports, and manual tracking for different campaign channels. Summary: The company needs a robust lead source management system… Continue reading Lead Source Management

Getting Sales order quantity from invoice search

There is a standard field in the invoice called {quantityordered} which shows the sales order total quantity per item line. But we cannot have the option to fetch it through the transaction search directly. So we need to apply the join field applied to the transaction and fetch the quantity from there. Search result screenshot.… Continue reading Getting Sales order quantity from invoice search