We have also added a subtab only to show a sublist concerning this custom record.
After that we created our online forms linked to our custom record. We have two possibilities either to create a standard online form or to create an online html form.
The standard form allows you to quickly create a NetSuite designed form while the online form allows you to create an HTML form template and a linked form.
The HTML form means you can develop your own design with a specific CSS for example.
Once the template is created and designed, it is necessary to create the online custom form record linked to this template. It is necessary to add all the fields specified on your template design.
It is possible to add a return URL once the form is submitted.
When the online form is created the external part of this record will show you some info like the number of times it has been viewed and submitted. And very important in our case the url for the external publication.
If we come back to our need expressed above, the solution is to send this URL with the SO id to the customer via email during a satisfaction survey campaign. So that when the customer submits the form, the information submitted is directly linked to the SO concerned.
ex : https://”id of NetSuite account”.extforms.NetSuite.com/app/site/crm/externalcustrecordpage.nl?compid=”id of your NetSuite account”&formid=3&h=AAFdikaIeK4ck_TKXYS1Xp4rc-CaoITxrrDs-xVBlyk5MJZBgyg&custrecord_nov_so=”id of your SO”
And so we will have all the information submitted on the SO concerned in NetSuite.
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Background At Novutech, we work hand-in-hand with Fast Four, now part of Zone & Co, a full service ERP Partner specialized in NetSuite. They provide many opportunities to extend some of the features of our ERP and there are two in particular that we like to work with. The first SuiteApp, Fast Four Bank Reconciliation, … Continued
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We are already in the middle of March, and shortly all NetSuite customers will be upgraded to the 2022.1 version and will be enjoying some fresh enhancements and new functionalities within their NetSuite environment. Background As part of their goal to consistently optimise their customers’ business operations and further automate their financial processes, NetSuite left … Continued
Background In order to save significant amounts of income and expense, you can use budgets for financial planning purposes. In NetSuite, each budget covers a year and permits the entry of an amount per account for each accounting period in the year. Budgets provide information for reports and can also be used to control transactions … Continued
Background In NetSuite, the subsidiary hierarchy of a company is a particularly important principle since it represents the basic structure of an environment. The subsidiary hierarchy is determined at the creation of a NetSuite environment. The possibility to modify the parent company (and therefore the subsidiary hierarchy) is possible but not straightforward. In this article, … Continued
