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
Category: NS Customization
All articles / code related to Netsuite customization
Map/Reduce Script to Update Landed Cost In IR record using CSV Custom Import
The client needs to update the landed cost template at line level in IR record using a CSV file. We have created a map/reduce script to update the values.
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 – Count configuration record creation
A count configuration record lets us generate a task list comprising of items to count. The Smart Count SuiteApp generates a task list based on the saved search defined in a count configuration record. The SuiteApp lets us select a count configuration to filter a list of items on the Task List page, Counted Items… Continue reading Smart Count – Count configuration record creation
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