Previously, to anonymize information about addresses, you had to select multiple fields: Shipping Address Country, Override, Shipping Address State, Shipping Address Zip Code, Shipping Address is Residential, Billing Address is Residential, Ship To, Shipping Address, Vendor, and Billing Address. Now, to select all of the corresponding address fields, you can select the Shipping Address and… Continue reading Address field can directly retrieve from transaction record.
Tag: Sales order
The custom transaction body field is not showing in the Sales order record in Netsuite.
This article covers the solution for displaying the custom transaction field created for sales orders not showing in the sales order record even after checking the Applies to “Sales” checkbox. After this setup, still not showing in the sales order record. Then check these steps: Go to the sales order record. Click customize button on… Continue reading The custom transaction body field is not showing in the Sales order record in Netsuite.
Send automatic emails when the sales orders don’t have any back ordered items.
Scenario: Need to send automatic emails when the sales order doesn’t have backordered line items and close the sales orders when they are not picked/packed/shipped even after 30 days. Send a warning email on the 15th and 25th day to notifying the customer about the order will be automatically closed. Create a button to provide… Continue reading Send automatic emails when the sales orders don’t have any back ordered items.
How to reopen a Closed Sales Order
If you close a sales order in error, you can reopen it if it has not yet been fulfilled. To reopen a closed sales order: On the sales order record, click Edit. In the Closed column of any line item, click to show the box, then clear the box. Click Save.The status of the sales order changes to Pending Fulfillment.… Continue reading How to reopen a Closed Sales Order
Autoship: Scheduled 2 pm process
Script 1: Creates Sales Order for auto-ship(custom) record. Script is powered by search which pulls all line records/auto-ship that are created inside the 2 day window ranga Script 2: Creates future auto-ship by copying past auto-ship but the new set will have different shipping dates based on frequency set on the record.
Types of the Sales order form
There are four types of sales order forms: Standard Sales Order; Standard Sales Order – Cash Sale; Standard Sales Order – Invoice; and Standard Sales Order – Progress Billing. Once you have navigated to the new sales order page, you would choose which of these types you want to use in the Custom Form dropdown… Continue reading Types of the Sales order form
How to remove custom fields from the Sales Order page?
Sometimes there are so many custom fields showing on the Purchase order page for a single Sales Order. There are a lot of fields that we don’t want on the order history page we need some specific fields there. As shown in the below image there are a lot of fields here. For removing we… Continue reading How to remove custom fields from the Sales Order page?
Creating Progress Billing Sales Orders
When using progress billing, a progress sales order is created and approved. When a portion of the project has been completed, the progress sales order is fulfilled. In Progress billing, the billing is happening part by part. To create a progress sales order: Transactions > Sales>Enter sales orders > New. In the Custom Form field, choose Standard… Continue reading Creating Progress Billing Sales Orders
Proposal for sending email when no items are backordered on sales order
Proposal Summary This proposal summarizes the functionality for sending automatic emails when the sales order don’t have backordered line items and closing the sales orders when they are not pick up/ ship for 30 days. Requirements Corp design want to send automatic emails when the sales order doesn’t have backordered line items. The sales orders would… Continue reading Proposal for sending email when no items are backordered on sales order
How to set memo field changes in a non-editable field in Sales Order?
Scenario: Need to remove the memo or edit the memo field, The memo to be saved in a none editable field and only show the NEW memo entered or empty memo field if removing the memo. The saved memo should be named “Previous memo “and stamped with date and time! Solution: To create Saved Search… Continue reading How to set memo field changes in a non-editable field in Sales Order?