Price lists with different quantity pricing threshold units

posted Oct 14, 2015, 10:23 AM by Matthew Marchant   [ updated Nov 16, 2015, 1:27 PM ]

If quantity pricing is used, NS's generate price list will produce a different table every time quantity thresholds are based on different units.

Ex. a company has different prices for above 1 pallet, 6 pallets and 12 pallets and yet sell in boxes.  
The issue arrises because some items have 30 boxes per pallet and others have 35, 36, 37, etc... boxes per pallet.  As a result, the generate price level tool will produce a different table for each different value of boxes/pallet and the resulting price list might be quite tedious to read.

Fortunately, it's possible to get around this with custom fields and SQL formulas in saved searches.  The first step is store the conversion rates (boxes/pallet in our example) in a custom field on item records.  The type of the field in our example is integer number as there can only be integer numbers of boxes per pallet.  The second step is to build the saved search.  To do I use an Item search and filter on the Price Level that I'm interested in.  I then group on the fields from the item record that I want to display (ie. name, description, class, type, etc...).  I then add formula fields to get the quantity pricing:

I select "Maximum" for the Summary Type and use the formula (case below threshold 1 pallet):

For the case 1 pallet to 6 pallets I use the formula:

I continue to use similar formulas for other pricing thresholds (ie. 6 to 12, 12 and up, etc...)

I then add a link to this search to the Customer Record so that the pricing is always available to users.

Making saved search results available in employee, vendor and customer center roles

posted Aug 10, 2015, 7:01 AM by Matthew Marchant   [ updated Nov 16, 2015, 1:14 PM ]

The steps are:
1) Create a web site presentation tab:  Lists -> Web Site -> Tabs -> New
2) Click "New Presentation Tab"
3) Give the tab a name and audience by selecting the role (ie. employee center), Uncheck "display in web site" to not have the tab appear in your web store.
4) Now publish the saved search:  Lists -> Web Site -> Publish Saved Search -> New -> Select any web site (if display in web site is not checked it will not appear there), In "subcategory of" select your presentation tab, in audience again select the role (ie. employee center).

A link to the saved search will now appear in the new presentation tab.

Note that this technique is only for the employee, vendor and customer centers and not "full access" NetSuite roles.  For these roles, to make results of a saved search available begin by making sure the role has at least "view" permissions for the record.  Then make sure that the saved search is public or at least available to the role.  The user with the role will then have access to the results of the saved search.

Customer Payment Report with Amount Paid and Discount Taken

posted Apr 13, 2015, 2:15 PM by Matthew Marchant

A known challenge in NS is obtaining a customer payment report showing amount paid and discount taken.  I was able to create this report with a transaction saved search and type equal to payment.
The trick I found is to use 'Applied to Link Amount' and 'Line Sequence Number'.  I found that 'Line Sequence Number' is 1 when 'Applied to Link Amount' is equal to 'Amount Paid' and 2 when it's equal to 'Discount Taken'.  Hence, using a formula field with SQL I was able to create separate columns for 'Amount Paid' and 'Discount Taken'.

Selection of multiple subsidiaries on account records

posted Feb 5, 2014, 11:50 AM by Matthew Marchant

A limitation of NS one world is the selection of multiple subsidiaries on account records.
The subsidiary field is multiple-select but does not allow the search of subsidiaries and is very difficult to use, especially in the context of a large organization with large amounts of subsidiaries and accounts.
The solution I have put together works in 3 steps:
1) A Suitelet that creates a Matrix of all subsidiaries and accounts.  Down the 1st column are the Accounts and across the 1st row are the Subsidiaries.  The Matrix entries are simply X's.  The Matrix is a CSV file and when created is stored in the file cabinet and sent to the user by email.
2) A set of Excel VBA macros that creates the necessary CSV file for updating the Subsidiaries per Account via CSV upload, following the user update of the Matrix in Excel.
3) A CSV update import mapping.

NetSuite Web Store multiple images

posted Oct 3, 2013, 10:47 AM by Matthew Marchant   [ updated Oct 14, 2015, 9:38 AM ]

I have found that displaying images from custom fields is a bit tricky.
Using custom fields of type image and than sourcing these fields through tags seems to be unstable.  I have noticed that when images are not in the Image folder they will not appear.  I have also noticed that certain images do not appear whereas others do.  Perhaps this depends on the size of dimensions of the images, however there is no way to know for certain.
The best workaround I have found is to use free-form text fields instead of image fields and to populate these fields with the image URL.  Here are the steps:

1) Place your image in the file cabinet
2) Open the image record and copy the image URL
3) Paste the image URL into your custom free-form text field
4) Place the following tag in your Web Store template:
<img src='<%=getCurrentAttribute('item','field_id')%>'>

NetSuite Web Store Customer Reviews

posted Oct 3, 2013, 10:30 AM by Matthew Marchant   [ updated Oct 4, 2013, 6:40 AM ]

I have recently developed a Customer Review module for the standard NetSuite Web Store.
This was an interesting and satisfying project as I was able to use many NS elements and building blocks, including custom record online forms, parent-child relationship between records, server-side script triggering on xedit, various saved searches, etc...
This shows the extent to which we can build on the NS platform.

I'm now a member of the NetSuite Referral Partner Program

posted Sep 10, 2013, 2:09 PM by Matthew Marchant

As of last week I'm a member of the NetSuite Referral Partner Program.  This gives me access to great material on the many advantages of NetSuite.  
I will now keep a keen eye open for potential NetSuite users!

Enhance your customizations with Workflow custom actions

posted Sep 10, 2013, 2:04 PM by Matthew Marchant

One great discovery I have made is the possibility of creating Workflow custom action scripts.  This allows to take advantage of the power of Workflows in automating NetSuite processes and not be limited by the standard actions that do not allow to perform many critical tasks like reading and writing sublists.  
I really find that this opens possibilities and in some cases allows to reduce the number of scripts needed and hence simplifies customizations.

I'm now a member of the SuiteCloud Developers Network!

posted Sep 10, 2013, 1:47 PM by Matthew Marchant

I became a member over a week ago and this connects me with thousands of developers around the world.  It also gives me a developers account to continue developing and gaining experience with NetSuite.  A description of the SDN and how to become a member is here:

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