Articles tagged #SALES
Articles tagged
#SALES
Custom Role > Create KPI Scorecard > Unexpected Error
Solution
- Log in as an Administrator
- Navigate toCustomization>Centers and Tabs>KPI Scorecard
- Affected Scorecard: ClickEdit
- ClickContent
- ClickCustom
Note: Make sure that there are no skipped fields for Custom KPI # 1-9. For instance, if you add three Custom KPIs, it should be under Custom KPI #1, Custom KPI #2, and Custom KPI #3. - ClickSave
Unable to Link Quote to Opportunity
Scenario
It is standard behavior that users cannot link opportunities to existing quotes. To link opportunities to quotes, users need to use the Create New menu from opportunities.
Solution
- Navigate toTransactions>Sales>Create Opportunities>List
- OpenOpportunityrecord
- ClickSalestab
- ClickQuotessubtab
- ClickNew Quote
Print Picking Ticket Status on Sales Order Changed from True to False
User wants to change thePrint Picking Ticket Statusunder theSystem InformationofSales Orderfrom T to F
FulfillOrderNotice:numberbins(xx)nottoitem(xx)
When user tries to fulfill a Sales Order, a notice pops up with a message,"The number of bins entered (xx) is not equal to the item quantity (xx)."
Customer Saved Search Shows Total Sales for Both Parent and Child Customers
User wants to create a Customer saved search that returns the Total Sales for both Parent and Child customers.
Gift Certificate not available in sales order
Gift Certificate not available in Sales Order.
For Invoice Grouping Checkbox Is Greyed out on Sales Order
When a user is viewing a Sales Order, theFor Invoice Groupingcheckbox is greyed out and cannot be unchecked. TheInvoice Groupfeature is enabled in the account.
Next Bill/Bill Remaining Button Not Showing on Sales Order
Scenario
Solution
2. ClickEdit
3. Click onRefresh Items from Project
4. ClickSave
After the record loads, the Next Bill button should now appear on the Sales Order
Update Item Information on Sales Order Using Workflow
Scenario
Solution
- Navigate toCustomization>Workflow>Workflows>New
- Basic Information:
- Name:EnterName
Example: Auto Update Items - Record Type:SelectTransactions
- Sub Types:SelectSales Order
- Execute as Admin:EnterCheckmark
- Release Status:SelectReleased
- Name:EnterName
- Initiation:SelectEvent Based
- Event Definition:
- On Create:EnterCheckmark
- On View or Update:EnterCheckmark
- Trigger Type:Select-All-
- ClickSave
- ClickNew State
- ClickState 1
- Lower Right Corner:ClickNew Action
- ClickAdd Button
- Parameters:
- Label:EnterLabel
Example: Update Item - Save Record First:EnterCheckmark
- Label:EnterLabel
- ClickSave
- Double-clickState 1
- ClickTransitions
- ClickNew Transition
- Basic Information:
- To:SelectState 2
- Condition:
- Execute on Button:SelectUpdate Item
- ClickSave
- Double-clickState 2
- ClickNew Sublist Action
- Parameters:
- Sublist:SelectItems
- ClickSave
- ClickSublist Action Group
- ClickNew Action
- ClickSet Field Value
- Parameters:
- Field:SelectItem (Line)
- Value:SelectFrom Field
- Record (Join):SelectCurrent Record
- Field: SelectItem (Line)
- ClickSave
Create Open Sales Order Saved Search to Display Sales Order Internal ID
Although standard Open Sales Orders report can be customized, the option to add column specifically with Sales Order Internal ID is not available at the moment. As a workaround or alternate solution might serve a Saved Search which results would be identical to Open Sales Order Report with additional column with internal ID of the transaction.
Transaction > Price Level on Transaction Line Item Defaults to Custom
User needs to create sales orders wherein entering an item defaults thePrice Levelto 'Custom'.
Class per line item is not populating in a sales order transaction
Classper line item is not populating in aSales Ordertransaction.
GST Sales Tax Code is Appearing on Purchase by Tax Code Report
The user has a Tax Code which is specifically made for Sales Transactions. However, whenthe user runs the Purchase by Tax Code report, the said Tax Code is appearing on the report.
Shipping Tax Code Blanks After Changing Shipping Address
Shipping Tax Code becomes blank after user changes Shipping Address in new Sales Order.
Show Purchase Orders and Vendor Bills Under Related Records of Project/Job Record When Projects on Sales Transactions Are Not Consolidated
Purchase transactions (Purchase Orders and Vendor Bills) are not directly associated with Project entities because they are part of the Accounts Payable module and not the Advanced Project Management module of NetSuite. This is reproducible when the Accounting Preference "Consolidate Projects on Sales Transactions" is disabled.
Saved Search to Show Fulfillment /Invoice Dates of Sales Orders in a Date Range
Create Saved Search to display the Fulfillment and Invoice applied to a Sales Order within a specific Date Range
Sales Order Saved Search to Display Related Invoice, Item Fulfillments, Purchase Orders, and Bills
User requires a Sales Order Saved Search to show related Invoices, Item Fulfillments, Purchase Orders and Bills on each column.
Saved Search > Transaction > Sales Orders > Actual Ship Date or Fulfillment Date per Line Item
To create a transaction saved search that shows the actual ship date on the item fulfillment.
Cost of Sales Adjustment on Bill Credit
Cost of Sales Adjustmentis not always equal to the amount ofItemsbeing returned in theBill Credit.