Tip 14 – Show sub customer’s Transactions on Parent Customer’s record as sublist

Hi Friends,

Coming back again with a new simple tip, that will help you, as this is very common requirement, that every Netsuite account owner needs.

Requirement was like: As a Netsuite user, I should see all Sales Order created by all the sub customers on parent customer as a sublist.

As per Netsuite’s standard functionality, customer record shows all the transacts created by that customer only.

Solutions:

Fortunately the requirement is achieved by Saved Search. How??? Check below steps…

Step 1: Create a Saved Search on Customer record

A)Set Criteria:

1.Type: is Sales Order

2.Main Line: is True

cost-center3

B)Set Results:

Add fields as shown below figure:

cost-center1

C)Set Available Filters:

Add Field Parent:Internal ID in Available Filter section as shown below.

cost-center2

Now Save the Saved Search.

Step 2:

1.Go To Customization -> Forms -> Sublists as below.

cost-center5.png

Now click Entity Tab and select the saved search that you have created just now. Add the tab on which you want to show and select Customer checkbox as shown below.

cost-center6.png

Now add and save.

Now Go to the Customer record -> Sales -> Cost Center Transactions and see the results.

cost-center4.png

 

I hope this will help you guys and this is specially for someone who is very new to Netsuite.

 

Thanks,

Asha

 

 

Tip 9: Show Contact Lists in Sales Order to fetch contact emails and name to send email to Contact with cc other contacts in Netsuite

Have you ever got any requirement similar to below and if yes, here is a simple way to achieve it.

Requirement: On creation of a new Sales Order record, Sales Rep wants to have feature, which will allow them to choose a contact from all contact lists(of that particular Customer) to whom email will be sent addressing the Contact Name with some other Contacts as CC instead of sending email to Customer(as a Company) with addressing Company Name.

Current Feature: Currently they are sending to customer(as a company) company email addressing Company name. And there is no option to select other contacts for choosing as CC.

How to achieve it???

Step 1: Create a custom field called Primary Contact which is a List/Record of Type “Contact”. In the field record set the Sourcing as “Parent equals Customer” so that  the Primary Contact List will contain only the contacts belongs to that customer only.

primary contact

Step 2: Create a custom field “Primary Contact Email” of type “Email Address” which will hold the contact email when Primary contact field will be selected with a contact.

Step 3: Create a custom field “Primary Contact Name” of type “Free-from-text” which will hold the contact name when Primary contact field will be selected with a contact.

Step 4: Create a “Multiselect” custom field of type “Contact“called “Secondary Contact List” where user can select multiple Contacts. In the field record set the Sourcing as “Parent equals Customer” so that the Primary Contact List will contain only the contacts belongs to that customer only.

Step 5: Create a “Text Area” custom field called “Secondary Contact Emails” which will hold the email address lists respective to selection of contact for CC list.

contact lists

Step 6: Create a client script for Sales Order and in the field change event, write code for Primary Contact and Secondary Contact List field change, get respective emails and Contact Name(for Primary Contact). Deploy the script and test for any Sales Order, if on selection of Primary Contact and Secondary contact, respective emails and contact name is populated or not.

contact info

Now use the emails and contact name while sending emails.

Hope this small tip will help you 🙂

Thanks,

Asha