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Email Template - Project Fields Issue
Hi Gurus, I'm unable to find the some of the fields in the email template. Could you please suggest how to get Field required :- Actual Work Percentage work complete Planned work Please help
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JE PDF Template - How to Display Multiple Journal Entries in Single Table with Batch Printing?
Problem Description I'm working with NetSuite Advanced PDF/HTML Templates for Journal Entries and facing a limitation with batch printing functionality. Current Situation When selecting multiple Journal Entries for batch printing, NetSuite processes each record separately Each Journal Entry generates its own page in the…
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Where can I find the customer statement email template?
Context: To send customer statements we are going through Transactions > Customers > Generate Statements and then using the Email Action. Right now the email that sends to our customers looks very generic and spam like. We would like to customize the verbiage in the email and the subject. I can't for the life of me…
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CPQ Proposal Templates
Good Morning, We are a recent adopter of NetSuite CPQ and are attempting to self-implement as we are a UK charity and cost is a key consideration. While I’ve managed to get my head around most of the CPQ structure, I’m really struggling with the proposal templates. Could anyone provide guidance on coding a very basic…
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NetSuite Admin Tip | Best Practices for HTML Templates in Marketing Campaigns & Email Templates
OverviewCreating HTML templates for NetSuite Marketing Campaigns and Email Templates requires careful design for compatibility across email clients. This quick guide offers essential tips for NetSuite admins to craft effective email content that renders well and communicates clearly. Key Terms:HTML Template: Code for…
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NSC | How to Enable and Create a Performance Management template
If your company needs a customized performance review template and doesn't have an existing one to adapt, creating a new template is the best solution. Before starting, make sure that the Performance Management feature is activated in your system. This ensures that you can utilize all the necessary tools for creating and…
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Copying Performance Management Template
Hi everyone, I just want to know if it is possible to copy a template created in Performance Management.
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NetSuite Release Testing Tools
Hello, Like everyone else, we are preparing for NS's next release. We are no longer partnered with ACS. We are also aware of the testing template and other tools out there. We are wondering if anyone else has worked with other vendors or tools that help automate the testing process? Thanks!
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How do I change the Customer Generate Statement PDF?
Hi everyone I'm looking to run statements for the first time and am having difficulties with the templates. Firstly, it looks like I can't use an Advanced PDF/HTML Template for customer statement - is that true? I must use a custom PDF layout? Secondly, assuming we can't go Advanced template, then how would i know where…
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Fixed Asset Legacy Import records for Fully Depreciated and Mid-life assets
Hi. I have to import assets from a legacy system some have no Net Book Value. Upon researching many of the posts in the Oracle Community the instructions are to have 2 upload templates one for the asset master data and another one for the deprecation histories for Mid-Life Assets. Is it necessary to have 2 templates for…