–Go to list>search>saved search>new>transaction -Under criteria tab> standard subtab type= sales order main line= True Date is within today -Under Results tab>column subtab number, name ,amount,sales rep fields are added -Under Email tab mark send email alert when records are created/updated -Go to specific recipients tab add an employee name –Receipts from results tab add… Continue reading Customise a saved search which automatically sends email alert to sales reps when new sales order are entered
Tag: customization
Duplicate Transfer Order Lines in saved search
Scenario How to remove duplicate Transfer Order Lines in Transfer Order saved search Solution Click Edit to modify the Search Click Criteria tab Click Standard sub tab(add these criteria’s) Main Line = False Tax Line = False Shipping Line= False COGS Line= False Transaction line type = is Item Click Save or Save & Run button
Send sales rep Email with Attachment via Scheduled Workflow
Create Custom Entity Field to act as a flag in Saved Customer Search Results Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter LabelExample: SalesRep Statement Email Type: Select Check Box Store Value: Enter Checkmark Navigate to Applies To Customer: Enter Checkmark Click Display Subtab: Select Main Click Save Create Saved Customer Search with Open Balances Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter TitleExample: SalesRep Statement Email Click Criteria Click Standard Filter: Select SalesRep Statement Email (Custom) Customer Statement Email: Select Yes Click Set… Continue reading Send sales rep Email with Attachment via Scheduled Workflow
TypeError: Cannot read property “custbody_field” of null
To find the NetSuite script that is causing the error, follow these steps: Go to Customization > Scripting > Scripted Records. Edit the record that you’re trying to troubleshoot, say for example, “Sales Order”. Look at the list of scripts deployed on the record defined by the “Deployed” checkbox. Uncheck all the scripts under “User Event Scripts” or… Continue reading TypeError: Cannot read property “custbody_field” of null
Removing lines after transforming CM from RMA.
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Developing the Suite Commerce Advanced Customization
Once you have your SuiteCommerce Advanced site and developer tools set up, it’s time to get started. This article will guide you through the process of making changes to your site by adding functionality to the My Account section of a site. While the functionality itself will be somewhat arbitrary, it will teach: Using the… Continue reading Developing the Suite Commerce Advanced Customization
Add Expected Ship Date Column to Custom Sales Back Order Report
User having an issue when adding Expected Ship Date column to track open orders that needs to be fulfilled on their respective ship dates.Unfortunately the column field do not source the date from orders. As a solution to this User may select the Date Shipped column and show same results for item line level Expected Ship Date from the Sales… Continue reading Add Expected Ship Date Column to Custom Sales Back Order Report
Proposal For Adding Nickname For Credit Card In Website Checkout Page, My Account Page And Save To Netsuite
Cleerline Technology Group Requirement We are needing a field added to the website checkout page where you can name the different cards you have stored in your customer record. For example: Card ending in 1004 Nickname: Rob Work Card ending in 1111 Nickname: Testing Only Display nickname field on the website checkout page and my… Continue reading Proposal For Adding Nickname For Credit Card In Website Checkout Page, My Account Page And Save To Netsuite
Update Note in GT invoice
Add Dropdown Options to Tittle field of Task Record
JIRA: PCIC-772 Scenario: Client wants to add dropdown options in the Tittle Field of the New Task po-pup window. Solution: NS does not allow changing the field type of the standard field ‘Task Title’ and the standard ‘Tittle’ field should have to filed with any value for saving the record. So that, we have to… Continue reading Add Dropdown Options to Tittle field of Task Record