To Remove Center Tabs, Center Categories or Links from Advanced Partner Center

 

1.  Navigate to Setup> Users/Roles > Manage Roles

1.  Locate "Advanced Partner Centre", Click"Customize" button

2.  Enter Name (Example:"Customize - Advanced Partner Centre")

3.  Permissions > Setup > add Custom Center Category,Custom Center Tabs & Publish Dashboards

4.  Level = Full

5.  Save

 

2.  Switch Role to Customize -Advanced Partner Centre (e.g. assign it to some Partner and then log is asrespective Partner)

 

3.  Remove Center Tabs:

1.  Go to Center Tab you wantto remove (e.g. Cases)

2.  Click Set Up Custom tab in top right corner

3.  Select Audience

4.  Uncheck Select All

5.  Select Customize - AdvancedPartner Centre, NOT Advanced PartnerCentre

6.  Save

7.  Do the same procedure forany Center Tab you want to remove from "Advanced Partner Centre"

 

4.  Remove Centre Categories

1.  Click Set Up Custom tab intop right corner

2.  Content > Categories subtab

3.  Click Category you want toremove and Select "Remove" from the menu

4.  Repeat for any Centercategory you want to remove

5.  Save

 

5.  Remove Centre Categories Links

1.  Go to Center Tab you whereyou want to remove some Categories Links (e.g. Customers - Leads and Prospects)

2.  Edit Custom Tab (located at upper right corner of menu tabs next to PersonalizeDashboard)
**Note: If you do not see the EditCustom Tab, clear your browser's cache.

3.  Click Save without doinganything. Confirm Pop up message.

4.  Content > Categories subtab = Notice:Relationship

5.  Edit button should now beavailable

6.  Click Edit

7.  CustomCenter Category > Values> Link = Select those you want to remove and then Remove

8.  Repeat for any CenterCategory Link you want to remove

9.  Save

Remove and Replace the Standard Date Footer on Reports by Another Date Field

When creating or running a report, there is always a Date footer at the bottom.

If there is a need to change that Date to another Date field (e.g., Date Closed, Date Received, Due Date, etc.) then follow the steps below:

1.    Customize the report

2.    Go to the Filters tab

3.    Click on the Date filter

4.    Click the Insert button

5.    Select the field that you want to replace it with

6.    Done

7.   Mark the Show in Footer checkbox

8.  Save the report

Print Bill Payment > Address is not that of Bill Payment subsidiary's

Scenario:

·        Print Bill Payment >Address is not that of Bill Payment's subsidiary

 

Findings:

·        In a OneWorld  account,the Bill Payment Company Address printed in PDF is that of theLocation's address from the vendor bill

 

·        If there is no Location Address (Setup> Company > Locations) then that is the only time that NetSuite willuse the Subsidiary's Address as theCompany's Address in the Bill Payment/ Payment Voucher

 

Solution:

·        Users have option of overriding the CompanyAddress by navigating to Setup > Customization > Transaction FormPDF Layouts

User Keeps on Getting an Alert when Time under the Alerts tab is Removed from Home > Set Preferences

Under Home > Set Preferences > Alerts tab > Time were already removed under First Selection, Second Selection and Third Selection fields, but the user is still receiving the alert.

This setting is role-specific, which means that if the user has multiple roles, the time has to be removed on each role to stop the alert.

Steps:
1. Log in to NetSuite.
2. Click View all roles.
3. Log in to role # 1.
4. Navigate to Home > Set Preferences > Alerts tab.
5. Remove the time for all of the following fields:
First Selection
Second Selection
Third selection
6. Save
7. Do steps # 3-6 for each role.

User cannot see one of the accounts he has access to in the "View All Roles" page.

Customer has access to Account "124567 Company A" using the email address abc@noemail.com.

The same customer was given access to another NetSuite account. For instance, Account 012456 Company B, using the same email address (abc@noemail.com). When the customer log in to his account, he cannot see the role/s assigned to him for Account 012456 Company B in the "View All Roles" page.

To be able to resolve this, the user would need to sync all his NetSuite accounts by resetting his password using the Security Questions.

Make sure that the Security Questions are set up under Home > Settings Portlet > Update Security Questions. Once the Security Questions are set up, the user can reset his password using the "Forgot your Password?" link on the NetSuite login page.

Ability to add the PO# (a standard field from the Sales Order Transaction) field in the Inventory Back Order Report.

The PO# field in the Inventory Back Order Report is labelled as Reference Number found in the Order Items Pending Fulfillments folder.

 

Here are the steps:

                1. Navigate to Reports > Inventory/Items > Inventory Back Order Report > Customize.

                2. In the Edit Columns tab, add Reference Number from the Order Items Pending Fulfillments folder.

                3. Click Save.

               

Activity Saved Search > Ability to get the number of days a task is opened.

This can be done by adding a Formula(Numeric) that uses formula string shown below.

REGEXP_SUBSTR({completeddate}-{date}, '[^ ]+')

Here are the steps:
I. Create an activity saved search.
1. Navigate to Lists > Search > Saved Searches > New.
2. Click Activity.
3. In the Criteria tab, set Status= is any of Completed, In Progress, Not Started
4. In the Results tab, add Formula(Numeric) | REGEXP_SUBSTR({completeddate}-{date}, '[^ ]+')
5. Click Save & Run.

This will populate the number of days a task is still opened.

Close Order Button is not available on the Sales Order

Close Order button will not be available anymore when:
1) The Status of the Sales Order is Pending Approval, Pending Fulfillment, Billed, and Closed.
    *A sales order needs to be approved first before it can be closed. This is logical since an unapproved sales order is still not a valid transaction.
    *Once a Sales Order has been fulfilled and invoiced (Billed) it implies that the company do not have the intention to close the order anymore.
2) The Custom form used for Sales Orders is customized to hide the Close Order button.
   *To customize the Sales Order form to show the Close Order button, check Answer ID: <to be populated> Customize Sales Order form to show Close Order Button.
   

Custom Sales Order Form to Display Close Order

To do this:
1) Navigate to Transactions > Sales > Enter Sales Orders > List.
2) Click View on one Sales Order record.
3) Hover mouse to Customize link, found above the page title, and choose Customize Form.
4) Navigate to Actions tab > Standard Actions subtab.
5) Mark the Show check box for Close Action Name.
6) Click Save.

Set Date and Time value of a custom field based on User's preferred Time Zone

To set the date and time value of a custom field based on User's preferred Time Zone, we can use the sample script below.
Script below captures the current date and time when the Sales Order record is created based on the User's preferred Time Zone.

For the sample, the User's preferred Time Zone is 'Asia/Manila' or (GMT+08:00) Manila.

function beforeSubmit(type) {
 nlapiLogExecution('DEBUG', 'Before Submit', 'type = ' + type);

 var d = new Date();
 var yyyy = d.getFullYear().toString();
 var mm = (d.getMonth() + 1).toString();
 var dd = d.getDate().toString();
 var time = formatAMPM(d);
 var val = (mm[1] ? mm : mm[0]) + '/' + (dd[1] ? dd : dd[0]) + '/' + yyyy + " " + time;
 var conf = nlapiLoadConfiguration('userpreferences');
 var tz = conf.getFieldValue('TIMEZONE');
 // The current date and time captured within the server is set to PST that is why we need to set it first to "America/Los_Angeles"
 // "custbody_orig_date" is the internal id of the custom field with field type of "Date/Time"
 
 nlapiSetDateTimeValue('custbody_orig_date', val, 'America/Los_Angeles');
 // We then set the Time Zone to the User's preferred
 nlapiSetDateTimeValue('custbody_orig_date', nlapiGetDateTimeValue('custbody_orig_date'), tz);
}

Create a Search of All Item Group Records that Lists the Highest Priced Component and the Related SalesPrice

In order to pull up the data, a user needs to create an Item Saved Search.  Here are the steps:

1. Navigate to Reports>SavedSearches>All Saved Searches>New
   
   

2. Select Search Type = Item
   
   

3. Navigate to Criteria tab>Standardsubtab>Filter column and add the filter:

• Type = is Item Group
  
  

     4. Navigate to Results tab:

• Sort By = Name

• Then By = Base Price
  
  

     5. Navigate to Results tab> Columnssubtab> Filter column and add the following:

• Name | Summary Type: Group

• Type

• Member Item

• Formula(Numeric) | Summary Type: Maximum | Formula:case when {memberitem.price} IS NULL then 0 else {memberitem.price} end | CustomLabel: Price

• Formula(Text) | Summary Type: Maximum | Formula: max({memberitem.name})keep (dense_rank last order by (case when {memberitem.price} IS NULL then 0else {memberitem.price} end)) | Custom Label: Member Itemwith Highest Sales Price

  
  

    6. Hit Save & Run button.

Note: The Sales Price referenced in the Search Results pertain to the Base Price of Member Items.

Display the Date of the Last Case Submitted by a Customer

User wants to create a custom field that displays the date of the last case submitted by the customer.

A. Create a saved search to pull the date of the last case submitted.

1. Navigate to Lists > Search > Saved Searches > New > Case.
2. In the Results tab, add Incident Date field and set the Summary Type to Maximum.
3. In the Available Filters tab, add the Filter Customer: Internal ID.
4. Mark the Public checkbox.
5. Enter a Title
6. Click on Save.

B. Create a custom entity field to source the values on the search.

1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
2. Type the Label.
3. Set the Type to either Date or Date/Time.
4. Unmark the Store Value checkbox.
5. In the Applies To tab, check on Customer.
6. Under Validation & Defaulting tab, select the name of the saved search in the Search dropdown.
7. Under Display tab, select a Subtab where to display the field on the customer record.
8. Click on Save.

Create a SuiteScript that will Refresh and Redownload the Page and Contents

1. Create a Client Script (Customization > Scripts > Workflows > New > Client)
Name: Refresh Cache
ID: customscript_refreshcache
Recalc Function: RefreshCache
Script File:
function RefreshCache()
{
window.location.reload(true);
}

2. No need to deploy Client SuiteScript since this will be called by the button generated by the User Event Script

3. Create a User Event Script (Customization > Scripts > Workflows > New > User Event)
Name: Button Cache
Before Load Function: beforeLoadScript
Script File:
function beforeLoadScript(type, form, request)
{
form.setScript('customscript_refreshcache'); //reference the Client SuiteScript
form.addButton('custpage_clearthatcache', 'Refresh Cache', 'RefreshCache()' ); //add button
}

4. Deploy SuiteScript to the record desired (Deploy Script button)
Applies To: -any-
Roles: -any role you wish to apply the customization-