The efficient solution for bulk email sending to all active customers in NetSuite is the ‘Mail Merge’ feature. This can be utilized when a common email needs to be sent to all customers, typically containing current offers or other relevant information. In this approach attachment files can also be included with the email. To access… Continue reading Solution for Bulk email sending to all active customers in NetSuite.
Category: NS Customization
All articles / code related to Netsuite customization
Download a File Using RESTlet
Customize Summary Box
Append new lines in the standard summary box. Append new lines in the standard summary box. The code snippet appends a new line in the standard summary box n transactions. jobField.defaultValue = `<script>jQuery(“.totallingtable > tbody”).append(“` + `<tr><td> <tr> <td> <div class=’uir-field-wrapper’ data-field-type=’currency’> <span id=’subtotal_fs_lbl_uir_label’ class=’smalltextnolink uir-label ‘> <span id=’subtotal_fs_lbl’ class=’smalltextnolink’ style=”> <a tabindex=’-1′ title=’What’s this?’… Continue reading Customize Summary Box
Clarification on displaying bill amount in Workbook
Requirement: Create a workbook and a dataset with the bills for the 2023 year. The workbook and the data set should be named Bills of 2023 Workbook and Dataset, respectively. Add the information related to the item on the bills. (Name, transaction amount, date, etc.) Make a chart that displays the bill amount for each… Continue reading Clarification on displaying bill amount in Workbook
Setting the Form for Pop-Ups
For the entry forms, there will be a normal form and an external form. The external form will be used in popups when you add a record of this type from another record. To use the pop-up form as the normal form, check the ‘Use for pop-ups’ box in the normal form setup.
Types of Bundles
Two types of bundles can be made available for installation in NetSuite accounts: A customization bundle is a group of custom objects that implement customized behavior in the NetSuite application. Customization bundles allow installation of application packages. Customization bundles can include objects such as custom forms, SuiteScripts, and website layouts. Preferences can be set for some types… Continue reading Types of Bundles
Viewing System Notes v2
Administrators can view and search all system notes in System Notes v2. Other users can view only their own system notes for a record if they have the view permission. For supported records, you can access System Notes v2 using the System Notes link located on the upper right of the pages. The following screenshot… Continue reading Viewing System Notes v2
System Notes v2
System Notes v2 and System Notes are separate systems. There is no change to the existing System Notes. System Notes v2 captures audit trail information for supported records. System Notes v2 captures detailed changes such as sublist information and groups the changes under high-level actions. The audit trail enables you to see the types of… Continue reading System Notes v2
Purchase Requisitions
When your company needs to make a purchase, the Requisitions feature can help you track pertinent information, such as the following: Who needs the item? What exactly is the item that is needed? When is the item needed? How much do we expect to spend on the item? Who has approved the expenditure for the… Continue reading Purchase Requisitions
Formula for saved search to get the recent dates from system note according to field change
Here need to get the recent date when the field pipeline stage has a value opportunity else the date should be null. Click on result tab and under columns select Formula(Date) : Summary Type : Maximum Description : coalesce(max( case when{systemnotes.field} in (‘Pipeline stage’) AND {systemnotes.newvalue} in (‘Opportunity’) then {systemnotes.date} end),Null). available filter : Internal… Continue reading Formula for saved search to get the recent dates from system note according to field change