Formula For Saved search which shows the systemnotes values using multiple case.

Formula(Date) : Summary Type : Maximum Description : coalesce(max(case when {systemnotes.field} in (‘Pipeline stage’) and {systemnotes.oldvalue} in (‘Opportunity’) then {systemnotes.date} when {systemnotes.field} in (‘Deal Status’) and {systemnotes.newvalue} in (‘Won’, ‘Lost’)then {systemnotes.date}end ), current_date ) available filter : Internal Id

Boosting Revenue and Customer Satisfaction: The Power of Upselling and Cross-Selling in NetSuite

NetSuite provides businesses with powerful tools for upselling and cross-selling to boost revenue and enhance customer satisfaction. In this article, we’ll delve into the significance of upselling and cross-selling in NetSuite and how businesses can leverage these strategies to thrive in the marketplace. Understanding Upselling and Cross-Selling: 1. Upselling: Upselling involves encouraging customers to purchase… Continue reading Boosting Revenue and Customer Satisfaction: The Power of Upselling and Cross-Selling in NetSuite

NetSuite Time Tracking: Effortless Precision for Work Hours

The article delves into the user-friendly options available, highlighting the efficiency of the NetSuite Time Calculator. Manual Entry and Real-Time Tracking: Users can opt for manual entry or real-time tracking with the NetSuite Timer. Navigate to Transactions > Employees > Track Time. Fill in details and click Calculate. Input Start Time, End Time, and Break.… Continue reading NetSuite Time Tracking: Effortless Precision for Work Hours

Navigating NetSuite Email Size Limits: A Comprehensive Guide

NetSuite imposes specific size limits for both outbound and inbound emails, encompassing the content and any attachments included in the communication. Outbound Email Limits: For outbound emails, NetSuite imposes a total size limit of 15 MB, encompassing both the email content and any attached files. This allowance accommodates necessary items like email headers and encoding.… Continue reading Navigating NetSuite Email Size Limits: A Comprehensive Guide

Smart Count – standard roles

The SuiteApp includes the following roles with the required permissions to use the SuiteApp. Smart Count Inventory Manager Smart Count Inventory Counter The following table lists the required permissions to use the SuiteApp. Role – Smart Count Inventory Manager Subtab Permission Minimum Access Level Transactions Adjust Inventory View Transactions Bin Transfer View Transactions Cash Sale… Continue reading Smart Count – standard roles

Load a workbook to suitelet

Initially create a data set based on the requirement. Then, apply this data set to a workbook. Please follow the below code to load the workbook to a suitelet Import the N/workbook module to the script. 2. Code for load the workbook var myWorkbook = workbook.load({ id: myWorkbookId //Id of the workbook });

Integrate Data and Automate Workflow

Integration is a key step towards achieving automation across the enterprise. Opportunity to Order Salesforce to NetSuite Create sales order automatically in NetSuite when opportunity closes in salesforce. Sync contact between NetSuite and CRM system. Update customers and accounts when changes are made. Ensure inventory is kept up to date for an accurate view of… Continue reading Integrate Data and Automate Workflow

CSV Template For Importing Projects

CSV, or Comma-Separated Values, is a simple and widely supported file format for data storage. In the context of NetSuite, a CSV template serves as a structured document that helps to import data from various records into the account. To further simplify the process, we can create pre-defined CSV templates for importing projects. These templates… Continue reading CSV Template For Importing Projects