In General while creating a Sales order for Drop ship items, preferred vendor is automatically assigned to related Purchase order. Later on we can able to open the Purchase order and change the Vendor name.
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In order to use drag and drag functionality in NetSuite first install the following bundle by navigating through Customization–> SuiteBundler –> Search and Install Bundles.
Bundle Name: File Drag and Drop
Bundle ID: 41309
Step 1:
Step 2:
1. Notice that after installation there will be a new center category added under documents folder. Drag and Drop files –> File Cabinet
2. After installation Drag and Drop feature will be available for all employees in the company, but still under Home –> Set Preference –>Custom preference there will an option for employees to enable/disable the feature in user account.
Step 3:
Navigate to Setup —> Customization –> File Drag and Drop Setup and set default preferences like.
1. Setting up default folder
2. Enabling for this feature for different record types.
3. Click on Save & Next and Finish
Advantages
1. Single time multiple files can be uploaded
2. Upload files directly from fields
3. Users can drop files to line level
Note:
1. Ensure to have files tab on form level, if files tab is removed drop zone area will not appear.
2. File size should not exceed 10 MB
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Topics: Customization, CRM, NetSuite
To perform this navigate to View Audit Trail under ‘Transactions > Management’.
- The results to Show only ‘Deleted’ Transactions
- Filter the Transaction Type to limit the search to a Particular of Multiple type of transactions.
- Select a specific or multiple accounts to restrict the search to transactions related to those accounts.
- Select a specific Employee name to restrict the search to find the transactions deleted by that employee.
- Select ‘Show Inactives’ to include the Inactive transactions.
- If there is an Offset on the amount in any of the financial or adhoc reports, ‘View Audit Trail’ function helps to determine if it is due to any of the deleted transactions.
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Topics: Customization, ERP, NetSuite
- Go to Setup > Customization > CRM Fields > Click New.
- Enter a value on Label field.
- Choose List/Record on Type field.
- Choose Transactions on List/Record field.
- Check on Store Value field.
- Check on Record is Parent.
- On Applies to > check on Event.
- On Display > Parent Subtab assigned your preferred subtab.
- On Sourcing & Filtering > Set Filter Using to Type.
- Set Value is field to Sales Order.
- Click Save.
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Topics: Customization, CRM
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