Category: NetSuite ERP

NetSuite ERP

CSV import template for importing Estimates

CSV import templates play a crucial role in facilitating the data migration process throughout NetSuite Implementation. CSV, which stands for Comma-Separated Values, is a straightforward and universally supported file format for storing data. In the realm of NetSuite, a CSV template acts as a well-organized document designed to aid in the seamless import of data… Continue reading CSV import template for importing Estimates

Change date format in a NetSuite saved search result column

In NetSuite, the TO_CHAR() function can be used to convert a date object into a text representation of it. Here are some examples of date/time format values that can be used with TO_CHAR(): ‘YYYY’: 4-digit year‘IY’ or ‘IYYY’: ISO Year‘M’: Month2‘DL’: Long version of the date including day of the week, month, day, and year‘YEAR’:… Continue reading Change date format in a NetSuite saved search result column

SuiteLife Demo and Delivery: Bundle Deployment Types

Bundle:Pre-packaged sets of configurations or customizations deployed to a NetSuite account. Common Types of NetSuite Bundles Suite Success Bundles: Aligns with common configurations based on SuiteSuccess Leading Practices. Platform Solution Group (PSG) Bundles: Extensions of the NetSuite platform with features built using custom record and SuiteScript. Address functionality that is common but not part of… Continue reading SuiteLife Demo and Delivery: Bundle Deployment Types

SuiteLife Demo and Delivery: Personalization Session Roles

Project Manager Schedules the Personalization Sessions after the Kickoff call. Ensures all key roles can attend the sessions, and all action items post-sessions are executed on time. Functional Consultant Owns and leads the Personalization Sessions with the customer. Reviews the Blueprint and resaves it as the Personalization Worksheet. Starts the offline configuration of NetSuite after… Continue reading SuiteLife Demo and Delivery: Personalization Session Roles

SuiteLife Demo and Delivery: User Acceptance Testing Roles Involved

Project Manager Organizes the UAT Planning Meeting with the customer to set expectations and discuss the UAT process and templates to be used Functional Consultant Provides support and guidance throughout the testing period Works with the customer stakeholders in addressing the issues captured and logged by the testers Customer Stakeholder Leads and manages the UAT… Continue reading SuiteLife Demo and Delivery: User Acceptance Testing Roles Involved

SuiteLife Demo and Delivery: Cutover Planning

What is Cutover? Cutover is the process of transitioning from one system to another. Business Process Cutover Planning Customer end-user Preparation. Define and agree any documentation plan of any issues and resolution, including escalation process, communication process, and communication plans. Identification of key roles involved for each cutover activity. Timing and method to communicate completion… Continue reading SuiteLife Demo and Delivery: Cutover Planning

Creating Manufacturing Work Centers

A work center is a group of people that perform a specific step in the manufacturing process. After you define a work center group, that work center can be assigned to cover specific steps in the manufacturing process. For example, your assembly process might require the following groups: manufacturing, quality assurance, and packing machine. You… Continue reading Creating Manufacturing Work Centers

Add Multiple Page Break Lines on Advanced PDF/HTML Template

Users want to add multiple pages on a printed PDF using an Advanced PDF/HTML Template. This can be achieved by using <pbr> element on the Template. Solution Navigate to Customization > Forms > Advanced PDF/HTML Template Preferred Advanced PDF/HTML Template: Click Customize/Edit Top right corner: Toggle Source Code Insert the following code on the appropriate line:<pbr header=”sample”/>Note: A pbr tag is equivalent to one page.… Continue reading Add Multiple Page Break Lines on Advanced PDF/HTML Template