Jcurve Support Articles

Search This Hub
Back To Top
Articles tagged #AUTOMATIC
Articles tagged
#AUTOMATIC
Setup & Customisation

Update Item Information on Sales Order Using Workflow

Scenario

When an Item record is updated (for example: pricing, description, etc.), the updated item information is not automatically reflected on Sales Orders that were already created with the item. Thus, it is needed to manually re-add the item/s for the new Item information to be shown. To avoid this, a workflow can be created which can be executed using a button whenever needed.

Solution

  1. Navigate toCustomization>Workflow>Workflows>New
  2. Basic Information:
    • Name:EnterName
      Example: Auto Update Items
    • Record Type:SelectTransactions
    • Sub Types:SelectSales Order
    • Execute as Admin:EnterCheckmark
    • Release Status:SelectReleased
  3. Initiation:SelectEvent Based
  4. Event Definition:
    • On Create:EnterCheckmark
    • On View or Update:EnterCheckmark
    • Trigger Type:Select-All-
  5. ClickSave
  6. ClickNew State
  7. ClickState 1
  8. Lower Right Corner:ClickNew Action
  9. ClickAdd Button
  10. Parameters:
    • Label:EnterLabel
      Example: Update Item
    • Save Record First:EnterCheckmark
  11. ClickSave
  12. Double-clickState 1
  13. ClickTransitions
  14. ClickNew Transition
  15. Basic Information:
    • To:SelectState 2
  16. Condition:
    • Execute on Button:SelectUpdate Item
  17. ClickSave
  18. Double-clickState 2
  19. ClickNew Sublist Action
  20. Parameters:
    • Sublist:SelectItems
  21. ClickSave
  22. ClickSublist Action Group
  23. ClickNew Action
  24. ClickSet Field Value
  25. Parameters:
    • Field:SelectItem (Line)
    • Value:SelectFrom Field
      • Record (Join):SelectCurrent Record
      • Field: SelectItem (Line)
  26. ClickSave

Read More
Advanced Accounting

Consolidated Exchange Rate Automatic Calculation Example

The following is an example of the calculation that NetSuite uses to determine the consolidated exchange rates for subsidiaries with the following hierarchy:

Read More
Basic Accounting

Create an Automatic Email Notification to be Sent to the Creator of a Journal Entry once it is Approved

Scenario

User with an Administrator role wants to generate an automatic email notification to be sent out to the creator of a journal entry once it has been approved.

Solution

The automatic email notification can be generated by creating a Transaction Saved Search through the following steps:

1. Go to Reports > Saved Searches > All Saved Searches > New
2.Choose Transaction
3. On Criteria tab, click Standard
4. Set the following filters:
  • Type : is Journal
  • System Notes : Type : is Change
  • System Notes : New Value : starts with Approved for Posting
6. Click Email tab
  • Send Email Alerts when Records are Created/Updated: Enter Checkmark
  • Recipient From Results:
    • Send on Update: Enter Checkmark
    • Recipient Field: Enter Created By
7. Search Title: Enter Title
8. Click Save & Run

Read More