Creating a Selection Tree: Quick and Simple

Have you ever had to set up an information field where the available options are dependent on the selection of a previous information field? This practice is quite common, for example in cases where details of various issues determine the lower levels of debugging details or if the state/province drop down list is dependent on the selected country.

Here are a few easy steps to accomplish this in NetSuite and without any coding!

Creation

As an Administrator (or any other role allowing you to create new Record Types), simply create a Record Type (Setup->Customization->Record Type->New) for each level of detail required within your selection tree. In our example we will only look at 3 levels (Application Type, Application and Application Version) but as many levels as required could be set up in this fashion. Here we have the Application Type where we can select either "Operating Systems" or "Browsers".

Each new Record Type would also contain a Multiselect Field, having all of the valid selections when choosing this particular value.

Setup

To make use of these new records, new fields would have to be added on the Case Record for the Application Type, the Application and Application Version. Each field would then be sourced based on the values defined in the previous level. In this case, the Application field would be sourced from the Application Type field previously selected on this Case Record.

Once the setup is complete, Application Field on the Case will be derived from the Application Type Field.

Olivier Ahad will be attending SuiteWorld 2011, for more info about the event or to let us know that you too will be attending visit ERP Guru's SuiteWorld Info Page

NetSuite 2011.1 Highlights

NetSuite is launching version 2011.1. Customers are being given a preview of the new version in which they are able to try out the new features as well as confirm that their instances are performing to their liking. Version 2011.1 introduces many new features and enhancements to existing functions. Below is a highlight of what is being offered.

Default Web Site Templates for Upsell Items
Previously, NetSuite used the same template to display lists of upsell items on your website as it did for related items. Now NetSuite users will be provided a default template for upsell items, and with the Advance Site Customization feature, can apply their own custom html template to upsell items to differentiate them from related items.

Visitor Activity Report Optimization
Visitor Activity Report has been optimized, such that hits from search engines indexing your site are no longer counted, providing more accurate data on what your visitors are actually doing. You may notice a drop in the visitor count on your website because of this.

Large Currency Amount Support
In this release, NetSuite has increased the size of currency fields to increase support for global organizations, making it easier for businesses to conduct large transactions. You can now budget in local currencies, and record a variety of transactions in larger currency amounts.

Mass Update for Permissions on Roles
There is a new add/edit permission on custom roles mass updates. This enables you to add, remove or modify permissions for multiple roles at the same time.



Default Vendor Tax Codes
If you use the UK or International editions of NetSuite, you can now set a default tax Code for vendors, to be applied by default on purchase orders and vendor bills.

Click here to view the full release notes from NetSuite.

April: Tips and Tricks

1- Wildcards

In order to avoid returning extremely large result sets, Global Search returns exact matches on purely numeric search terms, such as case numbers or part numbers. For example, by default, when you type inv:115, only invoice number 115 is returned.
Use the percent sign (%) as a wildcard to get around the default behavior. If you add the % sign to the previous entry (type in inv:115%), all invoices with numbers starting with 115 are returned.

2- Microsoft Outlook Users
There is a no-cost feature for Microsoft Outlook users that enables users to synchronize their calendars, tasks, events, and contacts between NetSuite and Outlook. To read more, click Help in the upper right on the dashboard and search for "NetSuite for Outlook".


3- Quantity pricing
You can set up discounts that automatically kick in when a certain number of items is sold in the same transaction.

Enabling quantity pricing
To use this functionality, an Administrator must first enable the Quantity Pricing feature:

1. From the Setup tab menu choose Company->Enable Features.
2. On the Transactions tab, select the Quantity Pricing check box.

With quantity pricing on, the Pricing tab on the item record has multiple columns. The columns represent the following:

• The default discount percentage
• Default pricing, which shows a minimum sales quantity of 0
• Columns where you can enter numbers for the minimum to be ordered to receive a certain quantity price break (for example, 25, 50 or 100)