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Automation of Proof of Delivery Capture
Good morning everyone! My company is beginning to research proof of delivery capture within NetSuite. Right now this is a manual process of scanning the paper documents in bulk and saving all forms in one pdf for the shipment day. Our hope is to be able to scan the document, have some type of OCR run to identify the…
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Crowdsourcing: PunchOut NetSuite ERP by TradeCentric SuiteApp
Hi, We have a supplier where we regularly buy from. At the moment we go to the supplier website and look for availability and pricing and create a PO internally which needs to be approved. After that we create the PO at the supplier website. Currently we are looking for a way to automate our buying process with that…
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Updating Customer price level by total sales
Hello Everyone, I am looking to implement something that will adjust a customer's price level; based on their total sales from the previous year. Depending on their total sales value, it would determine what price level to use. I am able to generate a Sales by Customer report, and I can update via CSV; but the process…
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Automation/Integration to create data in OpenAir
Wondering what successes and best practices are out there for automation? We are creating projects and billing rules now but we want to take this a step further and create 1. tasks 2 task assignments 3 task bill rates 4 revenue recognition rules and 4 project budgets. Has anyone already done these type of automations?