Tag: NetSuite customization

ZOHO CRM – SYSTEM STUDY

Summary  The purpose of this system study is to evaluate Zoho CRM as a potential replacement for the process from Lead to sales order in NetSuite and provide a comprehensive understanding of its capabilities and suitability for our organization’s needs. The study focused on various aspects of Zoho CRM, including lead management, opportunity tracking, sales… Continue reading ZOHO CRM – SYSTEM STUDY

Import Multiple Subsidiaries for Item Records

The user wants to update an Item Record by associating to Multiple Subsidiaries Solution A. Edit the CSV file On the CSV file, add a column for Subsidiaries Use the pipe character ( | ) as a field delimiterNote: Make sure that there are no extra spaces before and after the field delimiter (Example: ABC Company :… Continue reading Import Multiple Subsidiaries for Item Records

Proposal For Invoice PDF Customization

This proposal covers the scope of Invoice PDF Customization. This proposal also covers the engagement scope of Jobin and Jismi, as official implementation partner Of Oracle NetSuite.  Proposal Summary This proposal summarizes the functionality for the customization of invoice PDF template.  Requirement FinThrive needs to customize their invoice template. We’ll also need to provide details on any… Continue reading Proposal For Invoice PDF Customization

Enabling the Advanced PDF/HTML Templates Feature

The Advanced PDF/HTML Templates feature must be enabled to use the Standard Journal Entry PDF/HTML Template for printing journal entries. To enable the Advanced PDF/HTML Templates feature: Go to Setup > Company > Setup Tasks > Enable Features. Click the SuiteCloud subtab. Under SuiteBuilder, check the Advanced PDF/HTML Templates box. If required, agree to the SuiteCloud Terms of Service, and… Continue reading Enabling the Advanced PDF/HTML Templates Feature

Tip to handle zero prefixed values, when converting an array to CSV.

Suppose we have an item with the name “00328ac“, and we want to add this information to a CSV file as a column value. By default, when we open this CSV file in Excel, the leading zeros in the item name will be removed, and the value will be displayed as “328ac“. To ensure that… Continue reading Tip to handle zero prefixed values, when converting an array to CSV.

Partially pay an Invoice by Credit Card and Cash

1. On the Invoice (with amount=1,000.00 for example), click on Accept Payment button (Another way is to navigate to Transactions > Customers > Accept Customer Payment)2. On the Payment screen > Apply tab > Invoices subtab > Mark the Invoice > Enter the partial amount on the Payment Amount field (For example, a credit card payment is only 500.00; then, enter 500.00 on the Amount field.)5. Navigate to the Payment Method tab > Enter all credit card information,… Continue reading Partially pay an Invoice by Credit Card and Cash

Functional and Financial Impacts of Subsidiary Modification

Areas of the product that may be affected by such modifications include but are not limited to the following: Existing financial statements may be lost with no possibility of recovery. Subsidiaries may get inactivated. Consolidated/Budget Exchange Rates may be irreversibly recalculated. Elimination Subsidiaries may get different parent Subsidiary. Auto-Elimination Journals may post to the incorrect… Continue reading Functional and Financial Impacts of Subsidiary Modification

Proposal For Federal express commercial invoice.

This proposal covers the custom solution for creating a custom consolidated report on commercial invoices for Divinity Boutique-USA-NS. Proposal Summary  This proposal outlines the process of creating a custom page for showing the consolidated commercial invoices and manifest. Additionally, every Thursday, the report will be sent via email to both the packing station and the… Continue reading Proposal For Federal express commercial invoice.