1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Customer on the list.
3. Set the following under Criteria Tab > Standard Subtab:
· Inactive = F
· Sub Customer fields… > select Name/ID = is not empty
4. Set the following under Results Tab > Column Subtab:
· ID || Custom Label: Parent ID
· Name || Custom Label: Parent Name
· Sub Customer fields… > select ID || Custom Label: Child ID
· Sub Customer fields… > select Name || Custom Label: Child Name
5. Rename the Search Title.
6. Click on Save & Run.
Thursday, January 31, 2019
How to display the actual quantity in unit of measure used in the transaction when creating a saved search
If the item in a transaction (e.g. Sales Order) is expressed in another unit of measure, other than the base unit), upon creation of the transaction saved search, the quantity column would still be displayed in base units. The ability to display the quantity column in actual unit of measure used in the transaction is still an enhancement (160480 - Item Record > History > Transactions > For the system to show the units used and not the base units).
Quantity in Transaction Units is already available in the saved search, and it displays the quantities in sales units on a saved search.
To get the other quantities to use sales units as well, use these formulas:
Quantity Billed: {
Quantity Fulfilled: {
Quantity Packed: {
Quantity Picked: {
Steps to Put more Space Between Two Body Fields
To create a space between 2 fields, create an invisible Custom Field in between them:
1. Navigate to Customization > Lists, Records, & Fields > select the type of Custom Field > New.
2. Enter Label for the field.
3. Type = Inline HTML
4. Under Applies To > mark the box that corresponds to the record or transaction type where you want to place the custom field.
5. Under Display > Subtab = select the subtab where the user want to place the custom field.
6. Click Save.
Customize the Custom Form to set the position of the field.
1. Customize the Custom Form > under Screen Fields tab, drag the custom field created above in between the 2 fields where the space should be created.
2. Assign an appropriate Field Group.
3. Make sure Show = checked.
4. Click Save.
Tax field not printing for non-taxable transactions
By design, when printing Invoice or Sales Order form, if the transaction is taxable, the Footer will print the following:
Subtotal
Tax
Total
If it is a non-taxable transaction, the Footer will only print "Total".
To create a field to show the Tax = $0, create a custom body field.
1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Enter Label for the field.
3. Type = Free Form Text.
4. Store Value = F
5. Under Applies To > mark the box for Sale.
6. Under Display tab > set the Subtab = Main.
7. Under Validation & Defaulting > set the Default Value = CASE WHEN {taxtotal}='0' THEN 'Tax = $0' ELSE '' END.
8. Mark the Formula box.
9. Click Save.
Note:
1. This is an alternate solution for Enhancement 143295 - Add ability to Print the tax and shipping amounts if the amounts are zero on invoices. The field will be printed as body field and not one of the Footer fields where it shows Total.
Standard Payroll Manager role is Not Available on Manage Roles Page
Standard Payroll Manager role is not available on Manage Roles List but available in Show Role Differences.
Steps to reproduce the problem:
1. As Administrator navigate to Setup > Users/Roles > Show Role Differences.
2. Click either Base Role or Compare To, Payroll Manager is available.
3. Navigate to Setup > Users/Roles > Manage Roles.
Actual Results: Standard Payroll Manager role is not available from the list.
To resolve the problem, Payroll feature must be enabled.
1. Navigate to Setup > Company > Enable Features.
2. Under Employees tab > Payroll section, mark the Payroll checkbox.
3. Click Save.
Administrator can no longer assign Customer Center, Vendor Center and Partner Center to Employee record
With previous versions of NetSuite, Administrator can assign Customer Center, Vendor Center and Partner Center role to an Employee record.
Assigning Vendor Center, Customer Center and Partner Center creates polymorphic records in NetSuite that causes confusion to the records. When you change the Customer record, it also reflects on the Employee record. The system treated the records as one.
Starting 2012.1, Vendor Center, Customer Center and Partner Center roles can no longer be assigned to an Employee record. Administrator should create the record accordingly to match the role that they need to provide to the user (i.e. For Customer Center role, Customer record must be created).
Notes:
1. Enhancement 165280 was filed to request the ability to disassociate Customer records created when a Customer Center Role is given to an Employee record as changes done to it also reflects on the employee record.
2. For any existing Employee record that has Vendor Center, Customer Center and Partner Center role, when you edit the Employee record, the role will no longer appear but the polymorphic records still exists.
Filter Values from a Multi-Select Item Field to a Line (column) Field
To source values from a Multi-Select Field to a Custom Line Field:
Step 1: Create a Custom List:
1. Navigate to Customization > List, Records, & Fields > Lists > New. The Custom List page is displayed.
2. In the Name field, enter a name for the list.
3. In the Value field, enter a value for the list.
4. Click Add.
5. Repeat steps 3 and 4 to add additional values to the list.
6. Click Save.
Step 2: Create a Multiple-Select Field in the item record:
1. Navigate to Customization > Lists, Records, & Fields > Item Fields > New.
2. Enter a value for the Label field.
3. Put a checkmark for the Store Value checkbox.
4. Set Type to Multiple Select.
5. Select the List created in Step 1 for the List/Record field.
6. Select the type of Item record where users want to show this field under the Applies To tab.
7. Click Save.
Step 3: Create the Transaction Line Field:
1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New.
2. Enter a value for the Label field.
3. Put a checkmark for the Store Value checkbox.
4. Set Type to List/Record.
5. Select the List created in Step 1 for the List/Record field.
6. Select the type of transaction where user wants to apply this field under the Applies To tab.
7. Under Sourcing and Filtering Tab:
- Source List = Item
- Source From = the Custom Item Field name created in Step 2
8. Click Save.
Results: When user now creates a Transaction and puts in the Items that has Multiple-Select Values, the Fields chosen on the Item Level will be filtered in the Sales Order.
CSV Required/Basic Fields for an Employee Record Import
Note: The required fields are those that have an asterisk symbol on your Employee Entry form. These fields must either be included on the csv file or are mapped on the Import Assistant. |
Display List of Department, Class or Location to Show the Parent and their Child in Parent : Child Format
Pull up list of department, class, or location that will show the parent and their child in Parent : Child format.
The Parent : Child format for department, class or location is the format needed in the csv file to have a successful import.
To avoid typing in the csv file the format needed, one can do a saved search to pull up the list in the desired format.
1. Navigate to Lists > Search > Saved Searches > New.
2. Click on Department, Class or Location.
3. Without setting any filter, click on Preview or Save and Run.
CSV Required/Basic Fields for a Vendor Record Import
When importing Vendors in NetSuite, the fields on your CSV file depend on the fields that you have on your Vendor entry form.
For a Standard Vendor Entry form, the required fields are the following:
Subsidiary (for One World Accounts)
1. For Company-type vendors, include the Company Name on the CSV file.
2. For Individual-type customers, include the following:
a. First Name
b. Last Name
c. Middle Name (Optional)
CSV Required/Basic Fields for a Customers Only import
When importing Customers in NetSuite, the fields on your CSV file depend on the fields that you have on your Customer entry form.
For a Standard Customer Entry form, the required fields are the following:
Subsidiary (for One World Accounts)
1. For Company-type customers, include the Company Name on the CSV file.
2. For Individual-type customers, include the following:
a. First Name
b. Last Name
c. Middle Name (Optional)
Asset Disposal with Sale as Disposal type > INVALID_NUMBER - You entered "ERROR: Field Not Found" into a field where a numeric value was expected. Please go back and change this value to a number.
This happens if there is a custom field on the Invoice form that has formula in it that says ERROR: Field Not Found.
To resolve:
1. Do not show the custom field on the custom form.
a. Navigate to Setup > Customization > Transaction Body/Column Fields.
b. Click on the Apply to Forms button.
c. Look for your preferred custom form and uncheck the Show box.
d. Save.
2. If Standard Invoice form is marked as preferred, the Sale checkbox under the Applies To tab of the custom field needs to be unmarked.
3. Correct the formula of the custom field.
CSV Import > Missing Choose Reference Type option in the field-mapping page
The Choose Reference Type option is not showing if we click the pencil icon on the CSV import field mapping page.
1. Map the field from your CSV file first before clicking on the Pencil Icon to choose the Reference Type.
2. If the field on the CSV file was mapped into the NetSuite field, make sure that the headers of the CSV file fields does not contain the & or # sign.
CSV Import: FAM - Depreciation History > Error: There is already a Custom Record Entry with that name
Customer tries to import multiple Depreciation History records for Fixed Assets, thus, specifies External ID on the CSV Import file. However, they encountered the error: 'There is already a Custom Record Entry with that name'.
To resolve the error:
Make sure that the External ID has not yet been used. Take note that External ID serves as a reference key which should be unique per record type.
CSV Import: FAM - Depreciation History > Error: Invalid custrecord_deprhistasset reference key xx.
Customer tries to import new Depreciation History records for Fixed Assets yet encountered the error: 'Invalid custrecord_deprhistasset reference key xx.' The error is due to the incorrect Asset format specified on the CSV Import file.
To resolve the error:
The Asset format on the CSV Import file should be in the format: Asset ID(space)Asset Name. The customer may also use the Asset Internal or External ID as long as on the Import Assistant page, the correct Reference Type (whether Names, Internal ID or External ID) will be selected. This can be done by clicking on the small pencil icon beside the Asset field.
Account Register: Ability to show the split details of the transaction.
When viewing the Account Register, some transactions which have multiple GL Impact Accounts only show the word '- Split –' on the line item. The ability to customize the Account Register to show the split details of the transaction is being tracked under Enhancement # 40335.
Alternate Solutions:
1. On the Account Register: Click on the Date link to drill down on the details of the multiple accounts involved.
2. Create a Transaction Saved Search with Main Line field set to False.
-Navigate to Lists > Search > Saved Searches > New.
-Click on Transaction link.
-Under Criteria tab > Standard subtab:
--Type = is any of xx
--Main Line = is false
--Date = is within xx and xx
-Under Results tab > Columns subtab:
--May add or remove fields as necessary.
-Edit the Search Title as desired.
-Hit Save & Run.
Fixed Assets: Acquisition History record not automatically generated
-When an asset has been generated from Proposal or Creation Process (Fixed Assets > Transactions > Asset Proposal or Asset Creation), the Acquisition History record under Depreciation History tab will be automatically generated.
-This can be verified by checking if the Parent Transaction field under the General tab of the Asset record shows a transaction link and is not blank.
-When an asset has been either manually created (Fixed Assets > Lists > Assets > New) or imported (Setup > Import/Export > Import CSV Records), the Purchase Date field should be populated because this will be the basis of the system creating an acquisition history.
-Starting FAM Version 2017.2, acquisition history record is automatically created if you defined a Purchase Date in the asset record, hence there is no need to separately import acquisition history records.
-If the Purchase Date field is null, system will look into the value set on the Depreciation Start Date field for the acquisition date.
-If an asset do not have either Purchase Date or Depreciation start date, no acquisition history will be created for assets created manually or via CSV import.
CSV Import of New Item Records > You must specify asset and COGS accounts for this inventory item.
COGS Account and Asset Account fields are mandatory when we are creating new Item Records. The error is being received when either one of the fields or both are missing.
Option 1:
1. Modify the CSV file and add columns for Asset Account and COGS Account.
Option 2:
1. On the Field Mapping page of the Import, map the Asset Account and COGS Account fields and click the small pencil icon to select a Default Value.
Option 3:
1. Navigate to Setup > Accounting > Accounting Preferences.
2. Click the Items/Transactions tab.
3. Select an account on the Default COGS Account and Default Asset Account fields.
4. Click Save.
You should be able to do the import after doing one of the options above.
Note that Option 2 and 3 are applicable only when you would like to set a Default account for all the items to be imported.
Send Saved Search Results to Specific Recipients which are Non-NetSuite Users
Currently, results of a saved search can only be sent to individuals having an entity record. The user has to create either a Lead, Prospect, Customer, Employee, Vendor or Partner record by going to Lists > Relationships > New.
The ability to enter email address for a recipient that does not have an Entity record is currently logged under Enhancement 218346 : "Saved Item Search > Email tab > Specific Recipients subtab. Ability to enter an email address for a recipient that does not have an entity record".
Highlight Empty Column on Saved Searches
User created an Estimate search and would like to easily identify if the Memo field on the record is empty or not. User would like to see all estimates with or without memo, so setting Memo as Criteria Filter would not work. User would like the output to highlight the field so record can easily be found and modified through inline editing.
To do this, perform the following steps:
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Transaction.
3. In the Results tab > Columns subtab, add Memo.
4. Add Formula (Text).
5. Set Formula to:
6. Click Preview or Save & Run.
Search to Generate Transactions with both Shipping and Tax Amount
1. Navigate to Reports> Saved Searches> All Saved Searches> New
2. Select Transaction as search type
3. Assign a name on the Search Title field
4. On the Criteria tab> Standard sub tab> Filter column add the following:
a. Main Line is true (Yes)
b. Formula (Numeric) is not equal to value 0 then copy-paste the following formula:
Case when {shippingamount}!= 0 and {taxtotal}!= 0 then 1 else 0 end
c. Type is any of [select the transaction type e.g. Sales Order] **This is optional to you if you wish to use this search to a specific set of transaction.
5. On the Results tab> Columns sub tab, select the fields you wanted exposed on the report.
6. Hit Save & Run
Please take note that the criterion requires having both shipping and tax amount. If only one of these is present then the transaction will be excluded from the results. If you wish to include transactions that have either a shipping cost or tax amount then use this formula instead:
Case when {shippingamount}!= 0 or {taxtotal}!= 0 then 1 else 0 end
Set a Default Location and Department on an Opportunity Record
1. Navigate to Setup > Users/Roles > Manage Roles
2. Click Edit on the custom role the Sales reps are using
3. In the Department Restrictions and Location Restrictions field, select the none - default to own
4. Make sure that the Department and Location fields are not empty in the Employee record
5. This can be verified by navigating to Lists > Employees > Employees > Edit on an employee record. Department and Location fields should not be blank.
6. Login using the Sales rep role. Go to Transactions > Sales > Create Opportunities. The Department and Location fields should now be auto-populated.
2. Click Edit on the custom role the Sales reps are using
3. In the Department Restrictions and Location Restrictions field, select the none - default to own
4. Make sure that the Department and Location fields are not empty in the Employee record
5. This can be verified by navigating to Lists > Employees > Employees > Edit on an employee record. Department and Location fields should not be blank.
6. Login using the Sales rep role. Go to Transactions > Sales > Create Opportunities. The Department and Location fields should now be auto-populated.
Wednesday, January 30, 2019
Create new opportunity from a lead record via Create New icon
1. Edit a Lead record
2. Customize > Customize Form
3. In the Lists tab > Sales Team tab > Mark Show box for Opportunities
4. Enter a name for the custom form and make it as the Preferred Form
5. Save
6. View a lead record and hover your mouse to Create New icon
7. Opportunity is now displayed
2. Customize > Customize Form
3. In the Lists tab > Sales Team tab > Mark Show box for Opportunities
4. Enter a name for the custom form and make it as the Preferred Form
5. Save
6. View a lead record and hover your mouse to Create New icon
7. Opportunity is now displayed
Display Complete Default Shipping Address Under the Ship To Column
1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New.
2. Enter the field Label (e..g) Ship To Complete.
3. Set Type to Text Area and Store Value is unmark.
4. Under Applies To tab > select Sales Item.
5. Under Sourcing & Filtering > Source List=Entity and Source From=Ship To.
6. Then Save & Apply to Forms.
7. Click Save.
Note: The "Enable Item Line Shipping" is only available on Product Invoice type but not on Finance Charge, Professional Invoice, Progress Invoice & Service Invoice. This solution only works if the user will always use the Default Shipping Address in the Ship To column since non-default shipping address also showing up.
Populate Name of Customer in Online Form for a Custom Record accessed in the Customer Center
User created an online form for a Custom Record Type (Customization > Lists, Records & Fields > Record Types). In the Online Form, there's a field for Customer Name. The form will be accessed from a Custom Tab in the Customer Center. The Name of the Customer should populate on the Name field so that user does not have to manually select their name from the list.
The Customer field on the custom record was set to have a Dynamic Default of Current User. However, when user submits the form, the Name defaults to "-System-"instead of the customer's name.
To resolve this, perform the following:
A. Modify the Customer field on the Custom Record:
1. Navigate to Customization > Lists, Records & Fields > Record Types.
2. Edit the Custom Record.
3. In the Fields tab, select the field for Customer.
4. Click Validation & Defaulting tab.
5. Remove the Dynamic Default.
6. Click Save.
B. Create a Presentation tab.
1. Navigate to Lists > Web Site > Tabs > New.
2. Select New Presentation tab.
3. Provide Label.
4. Un-check Display in Web Site.
5. In the Audience tab > Roles box, select Customer Center.
6. Click Save.
C. Get the Publishable Form URL of the Custom Record Online Form.
1. Navigate to Customization > Lists, Records & Fields > Record Types.
2. View the Custom Record.
3. In the Online Forms tab, select the form.
4. Click the External tab then copy the Publishable Form URL.
D. Get the ID of the Customer field that you need to populate.
1. Navigate to Customization > Lists, Records & Fields > Record Types > View the Custom Record.
2. In the Fields tab, take note of the ID of the Customer field.
E. Formulate the URL:
Use the format below:
<a href="xxxx&yyyyy=<%=getCurrentAttribute('customer','entityID')%>">Online Form</a>
Where xxxx is the URL for your online form and yyyy is the customer field ID in your custom record.
In the example above, the URL will be:
<a href="https://forms.na1.netsuite.com/app/site/crm/externalcustrecordpage.nl?compid=TSTDRV522476&formid=75&h=64318c779e418c3eaebb&custrecord223=<%=getCurrentAttribute('customer','entityID')%>">Online Form</a>
F. Use the URL in the Web Site Tab.
1. Navigate to Lists > Web Site > Tabs.
2. Edit the tab created in B.
3. In the Greetings box, switch to HTML and paste the URL created in E.
4. In the Meta Tag HTML, use the code:
<%=declareCurrentAttribute('customer','entityID')%>
5. Click Save.
Transaction Saved Search to Display List of Transactions with a Specific Number of Lines
To create a saved search to show a list of transactions, for example Purchase Orders, with only one line or any specific number of lines, follow the steps below:
- Navigate to Lists > Search > Saved Searches > New.
- Select Transaction as the Search Type.
- On the Criteria tab > Standard subtab, enter a filter for Type = Purchase Order.
- On the Criteria tab > Summary subtab, enter the following filter: Summary Type = Count, Field = Line ID, Description = 2.
- On the Results tab > Columns subtab, add a column for Line ID.
- Set the Summary Type of the Line ID column to Count.
- Click Preview or Save & Run.
Note: Remember to set the Summary Filter for Line ID as one higher than the number of lines expected, so as to account for the main line count. For instance, the objective is to run a search for transactions with 10 lines, set the Line ID filter in step 4 to equal to 11.
Merge a PDF file from the File Cabinet using nlapiXMLtoPDF
Using 'pdfset' element, another file can be merged as another page using the 'src' attribute where the URL of the file can be indicated.
*** Note that the 'Available without login' must be checked on the file record for this to work.
Sample code snippet:
======================
function xmltoPDF_pdfSet(request, response){
var xml = "<?xml version=\"1.0\"?>\n<!DOCTYPE pdf PUBLIC \"-//big.faceless.org//report\" \"report-1.1.dtd\">\n";
xml += "<pdfset>";
// PDF Page 1
xml += "<pdf>";
xml += "<body>";
xml += " This is Page 1";
xml += "</body>";
xml += "</pdf>";
` // PDF Page 2
xml += "<pdf>";
xml += "<body>";
xml += "This is Page 2";
xml += "</body>";
xml += "</pdf>";
// PDF Page 3 (PDF from File cabinet)
// --Get the URL of the PDF file
// --Escape characters for XML
var pdf_fileURL = nlapiEscapeXML('/core/media/media.nl?id=5860&c=TSTDRV570139&h=b525d5f23455ee07cc24&_xt=.pdf');
xml += "<pdf src='"+ pdf_fileURL +"'/>";
xml += "</pdfset>";
var filePDF = nlapiXMLToPDF(xml);
response.setContentType('PDF', 'pdfset.pdf', 'inline');
response.write(filePDF.getValue());
}
======================
Create multiple paged PDF file using nlapiXMLtoPDF
The 'pdfset' element/tag can be used for creating multiple pages for PDF.
Kindly refer to the available PDF tags under BFO :: http://bfo.com/products/report/docs/tags/
Sample code snippet:
======================
var xml = "<?xml version=\"1.0\"?>\n<!DOCTYPE pdf PUBLIC \"-//big.faceless.org//report\" \"report-1.1.dtd\">\n";
xml += "<pdfset>";
xml += "<pdf>";
xml += "<body>";
xml += "This is Page 1";
xml += "</body>";
xml += "</pdf>";
xml += "<pdf>";
xml += "<body>";
xml += "This is Page 2";
xml += "</body>";
xml += "</pdf>";
xml += "<pdf>";
xml += "<body>";
xml += "This is Page 3";
xml += "</body>";
xml += "</pdf>";
xml += "</pdfset>";
var filePDF = nlapiXMLToPDF(xml);
response.setContentType('PDF', 'PDF_3pages.pdf', 'inline');
response.write(filePDF.getValue());
======================
Doc. No. element on Shipping Label not printing Item Fulfillment Ref. No.
The Doc. No. field on Shipping Label stands for the
1. Navigate to Transactions > Sales > Enter Sales Order.
2. Fill in the form.
3. Enter the
4. Click Save and Fulfill the order.
5. Click Save on the item fulfillment form.
6. From the item fulfillment record > click the Print icon dropdown > select Print Label and Doc. No. element shows the
How to remove an item in the Bin Putaway worksheet page that shows zero in the quantity column?
Answer:
This happens to an item with Unit of Measure assigned where the quantity is fractional when converted to the base unit. To remove the item from the bin putaway worksheet, we need to somehow save the bin putaway worksheet for the fractional quantity in base unit.
Here are the steps:
1. Edit the item record, change Stock Units to the base unit, click Save. Please note that this will change the quantity on hand to base unit. After we save the bin putaway worksheet, we can set it back to the original setting
2. Go to Transactions > Inventory > Bin Putaway Worksheet. Select the location when Multiple Inventory Location is enabled
3. Enter the bin number in the Bin Number or Inventroy Detailed column, though if you have a preferred bin, you will notice that the preferred bin will show in the Bin Number or Inventory Detailed column and the quantity will show the fractional quantity (e.g. 0.0000004)
4. Click Save.
Once the bin putaway worksheet is saved, go back to the item record, the location and bin show the same quantity. Edit the item record and set Stock Units back to its original setting. The item no longer shows in the bin putaway worksheet page.
Transaction dated on or after the Date Last Checked (OneWorld)/Asset Account Last Checked does not show in the Asset Proposal page
Last Modified Date, and not Transaction Date, is the one considered here. Last Modified Date should not be earlier than the Date Last Checked or Asset Account Last Checked . Last Modified Date defaults to Date Created upon transaction creation. It is possible that the transaction was future dated - meaning it is dated after the Date Last Checked or Asset Account Last Checked value was created in the system before Date Last Checked or Asset Account Last Checked.
Example:
Last Modified Date - December 25, 2012
Transaction Date - January 15, 2013
Date Last Checked or Asset Account Last Checked = January 1, 2013
This transaction will not show in the Asset Proposal page. To make it show in the asset proposal page you will have to edit the Date Last Checked or Asset Account Last Checked on or before December 25, 2012.
No items show in an item search when a particular location is set as a filter
Answer:
The Inventory Location is actually the existing locations in the system at the time the item is created. The reason why there is no item showing when you set the Inventory Location = Location XXX (sample new location) because there are no new items created after the creation of Location XXX.
If you will create a new item (with Location XXX already created in NetSuite), then go back to your search and set Inventory Location = Location XXX, the newly created item will show in the item search.
Create Bin Transfer record via SuiteScript
This article includes a sample script for creating Bin Transfers via SuiteScript. Code: (Suitelet)
function createBinTransfer(request, response)
{
var rec = nlapiCreateRecord('bintransfer');
rec.setFieldValue('location', 3); // US
rec.setFieldValue('memo', 'test');
// add the items to be transferred between bins
rec.selectNewLineItem('inventory');
rec.setCurrentLineItemValue('inventory', 'item', 40); // item
rec.setCurrentLineItemValue('inventory', 'quantity', 5); // qty
rec.setCurrentLineItemValue('inventory', 'frombins', 'US_BinA'); // from bins
rec.setCurrentLineItemValue('inventory', 'tobins', 'US_BinB'); // to bins
rec.commitLineItem('inventory');
recId = nlapiSubmitRecord(rec);
response.write(recId);
}
Reorder the Position of Custom Records Added as Child Records in the Customer Form
The user has three or more Custom Record Types and these have the Customer record set as the parent record. All the Custom Record Types are added in a single tab (example: Custom). The user wants to rearrange the order of the Custom Record Types in the Customer Form.
1. Navigate to Customization > Forms > Entry Forms.
2. Edit the Preferred Customer/Lead/Prospect form.
3. Navigate to Sublists subtab > Custom sublist.
4. Click and Drag the name of the custom record type depending on the position user wants or use the Move to Top and Move to Bottom buttons.
5. Click on Save.
Remove the Second Calendar Created When NetSuite for Outlook Was Configured
In the Configuration of the NetSuite for Outlook, the user is asked for the Outlook Synchronization Folder for events. This is in Step 2 of 3: Event Synchronization Settings. The user creates a new Calendar folder then runs the sync. The user then realizes it created a new Calendar and wants the second calendar to be deleted and use the default calendar instead.
Here are the detailed steps on how to correct the sync settings before deleting the second calendar:
A. Set the default Calendar as the Outlook Synchronization Folder.
1. Click on the NetSuite for Outlook icon.
2. Click on Configuration.
3. Click on Next button in the Login screen.
4. Keep on clicking Next until you reach the Step 2 of 3: Event Synchronization Settings window.
5. In the Outlook Synchronization Folder, click on the three dots (…).
6. Choose Calendar.
7. Click on OK.
8. Keep on clicking Next until you reach the Confirmation screen.
9. Click on Close and Sync.
B. Reset the sync.
1. Click on the NetSuite for Outlook icon.
2. Click on View Sync Log.
3. Click on Reset this sync on Event Sync and Phone Call Sync, if you are synchronizing phone calls.
4. Click on Yes on the prompt.
5. Click on Close.
C. Run the sync.
1. Click on the NetSuite for Outlook icon.
2. Click on Synchronize Now.
Users will notice that the events from NetSuite will sync to the default Calendar folder.
Once users have confirmed that the events synchronized to the default Calendar, you can delete the other Calendar.
1. In Outlook, click on Calendar.
2. Under My Calendars, right click on the second Calendar and click on Delete Calendar.
3. Click on Yes on the prompt.
Note: The above steps also apply to Task folder, if another folder was created to sync the tasks to.
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