CuriousRubik

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NetSuite User Adoption

Posted by CuriousRubik on 01 Sep, 2015

End-users need training to hit the ground running with any new software system. NetSuite’s
User Adoption Strategy and Tailored Training for End-Users drive success, accelerate user
adoption and help users become productive fast.

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Topics: Customization, NetSuite

Trick to convert a custom field from am/pm time to 24 hours format

Posted by CuriousRubik on 01 Sep, 2015
  • This will be helpful when user time format is in hh:mm AM/PM
  • Follow the bellow steps to create a custom field that will convert the time am/pm to 24 hour time.
  • Create the Time field.
    • Go to Setup – Customization – Lists, Records, & Fields – Entity Fields – New.
    • Enter label for the field.
    • Set Type as Time of Day.
    • Check the Store Value field.
    • In the Applies to tab – select the record this field should be applied. For example: select Customer.
    • Click Save.
  • Create the second field that will convert the time am/pm to military time.
    • Go to Setup – Customization – Entity Fields – New.
    • Enter label for the field.
    • Set Type as Free-Form text.
    • Uncheck the Store Value field.
    • In the Applies to tab – select the record this field should be applied. For example: select Customer.
    • In the Validation & Defaulting tab – Default Value = “to_char({field ID in step A},’hh24:mi’)” and check the Formula field.
    • Click Save.
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Topics: Customization, ERP

NewYork NetSuite Implementation Services

Posted by CuriousRubik on 01 Sep, 2015

At one point or another, most organisations consider implementing NetSuite to increase efficiency in their business operations. These organisations will require assistance from an experienced NetSuite partner. Planning and establishing a long-term working relationship with right NetSuite partner will help with internal adoption and increase the likelihood of a successful NetSuite ERP implementation. It’s very easy for a vendor to walk you through how NetSuite system completes specific tasks. But what does it look like for your business? Preparing a script with a few business processes that the vendor will work through the NetSuite system not only ensures they understand your requirements but helps you to see if the system will really work for you (and possibly improve your processes).

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Topics: Customization, ERP, NetSuite

Field behaviors when Field types are changed

Posted by CuriousRubik on 01 Sep, 2015

When custom field type is changed, the values stored in that field will be lost due to the change since most field types do not hold the same value.

Note: After field type was changed, logs on the System Notes will be deleted for this field due to the change so there will be no way of retrieving the value of the field.

Example 1: If custom field type is changed to Currency from Integer Number, New field has the value of old field.

Example 2: If a custom field type is changed to Integer Number from Phone Number, Old field value gets deleted.

Field-behaviors

 

Field-behaviors-changes

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Topics: Customization, ERP

Updating or Deleting Records Using Inline Editing

Posted by CuriousRubik on 01 Sep, 2015

Inline editing enables employees to update/delete records directly from list pages. This allows faster and easier editing because you do not have to go into each individual record to edit it.

Before enabling this feature ensure that this feature is enabled under.

Enable Features –> Company –> Data Management (Inline Editing)
Once enabled, for all custom records “Enable Inline Editing” will be checked by default also while creating (or) updating Custom Record definition Administrators have permission to override the preference.

Use Edit button to turn on inline editing on list views

Inline-1

For Updating

1. Click on the Field Change the value and by using Shift key select the range of records to update.

2. After that click away from the selection range to save the record.

In the below screen we are updating Sales Rep from Mary Higgins to Rosario J. Hernandez

Inline-2

 

 

For Deletion

1. Select the range of records, after that scroll complete left of your list view, there we can find a Gear Icon with delete option.

2. This works how delete operation works for individual records. If there are any child records associated system will not delete those.

Inline-3

 

Limitations

1. Not all fields can be editable

2. Formula custom fields cannot be editable

Should you have a challenge in mass data handling, let’s talk.

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Topics: ERP, NetSuite

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We are proud to announce that we have been awarded the Prestigious Partner Of the Year Award @ NetSuite SuiteWorld, a global event of NetSuite with over 7000+ attendees and hundreds of partners. CuriousRubik is humbled and honored to win this award, and motivated to continue developing SuiteApps and delivering best in class NetSuite services globally.