1.Navigate to Lists > Search > Saved Searches > New 2. Click Campaign 3. Search Title:Enter TitleExample: Track Bounced Emails 4. Click Criteria 5. Click Standard 6. Filter: Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select Campaign ID Campaign ID: Select Is Enter Campaign IDExample: Marketing Campaign 1 Click Set Select Response Detail Response Detail: Select any of Failed – delivery failure Failed – invalid address Failed –… Continue reading Track Bounce Emails from Marketing Campaigns Saved Search
Category: NS Customization
All articles / code related to Netsuite customization
Create a Workflow to Hide the Invoice Button on Estimate for a Specific Role
Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Hide Invoice Button for Estimate Record Type: Select Transaction Subtype: Select Estimate Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Click Save Click State 1 Bottom right corner: Click New Action Click Remove Button Basic Information: Trigger On: Select Before Record Load Condition: Field:… Continue reading Create a Workflow to Hide the Invoice Button on Estimate for a Specific Role
Report for Pending Requisitions for Approvals
SCENARIO: The Client requires to a report when any employee opens the report they can see a Requisition which there for their approval. SOLUTION: Create a Saved Transaction Serach: Navigation: Report>Saved Search>New Select type of search: Transaction. Once the transaction search page opens: In Criteria provide following details Approval Status: pending approval Type: Requisition Main… Continue reading Report for Pending Requisitions for Approvals
Report for Pending PO approvals
SCENARIO: The Client requires to a report when any employee opens the report they can see a Purchase order which there for their approval. SOLUTION: Create a Saved Transaction Serach: Navigation: Report>Saved Search>New Select type of search: Transaction. Once the transaction search page opens: In Criteria provide following details Approval Status: pending approval Type: purchase… Continue reading Report for Pending PO approvals
SuiteScript 2.0 API: N/Record Module
The N/record module in SuiteScript 2.0 is used for working with records in NetSuite. It provides methods and properties that allow you to create, update, delete, retrieve, and search for records within your NetSuite account. To get started with the N/record module, you’ll first need to load the record type you want to work with… Continue reading SuiteScript 2.0 API: N/Record Module
NetSuite Vs QuickBooks
NetSuite is an enterprise resource planning (ERP) software that offers a comprehensive suite of business management tools. It is known for its scalability, making it suitable for growing businesses with complex needs. NetSuite provides functionalities beyond just accounting and financial management. It includes modules for CRM (customer relationship management), inventory management, order management, e-commerce, project… Continue reading NetSuite Vs QuickBooks
Top features of NetSuite for small businesses
NetSuite is a comprehensive cloud-based business management software that offers a range of powerful features tailored to meet the needs of small businesses. Here are some of the key features: Financial Management: NetSuite’s financial management capabilities provide small businesses with a complete view of their financials. It includes features such as general ledger, accounts payable… Continue reading Top features of NetSuite for small businesses
SuiteScript Monitoring, Auditing, and Logging
SuiteScript execution can be monitored and audited using script logs. Script execution details can be viewed on the Script page, the Script Deployment page, and the SuiteScript Debugger. A list of all records that have a user event script or a client script associated with a record can be viewed on the Scripted Record page. And, the Application Performance Management (APM)… Continue reading SuiteScript Monitoring, Auditing, and Logging
N/search Module
The N/search module specifically provides functions for searching records in NetSuite. You can use it to create and execute searches on various NetSuite record types. Here are some key components and functions associated with the N/search module: 1. search.create(options): This function is used to create a new search object. You provide an options object that… Continue reading N/search Module
Saved search formula to concatenate two fields.
In the context of a Saved Search formula field of type “Text,” you can concatenate two fields, such as the customer’s name and internal ID, using the || concatenation operator. Here’s an example formula:{entityid} || ‘ – ‘ || {internalid}This formula concatenates these two fields together with a hyphen and space (‘ – ‘) as… Continue reading Saved search formula to concatenate two fields.