Is there a way to create promotions in Netsuite 2016.1 so that items can have individually lowered prices? I know how to reduce items by percentages and how to set a flat price for all items, but I'm trying to allow individual items to have different temporary prices. Does Netsuite have this capability, or should I begin creating it via SuiteScript and custom records/fields?
Thanks!
Try the pricing groups feature of NetSuite. This lets you set a custom price for a set of items, which can then be assigned to various customers. This is primarily meant for negotiating prices with a large customer.
You might be able to use this feature to set temporary prices by switching the pricing group on and off for different customers with a script.
I am not aware of any way to temporarily set specific prices.
A thing I've done in the past was to create a set of custom fields and scripts that did the following for a Daily Specials program.
Take a group of products and copy their current on-line price to another field;
Update their online prices to a pre-determined value
assign them to a "Daily Specials" category.
set a custom checkbox field so that the item thumbnails could be easily bannered in a category list
A daily batch inspected a configuration table for that day's specials. It cleared all the current specials(prices back; remove from category; clear checkbox) and then assigned that day's specials.
this was driven by a table that allowed the product manager to schedule products based on seasonality and availability.
Related
How to add a column to the Sub record inventory detail?
just like expiration date on inventory number subrecord on Item Receipt, can we have a custom field for manufacturing date in inventory number subrecord. Is there any feature need to be enabled? Does NetSuite have any functionality of Production/Manufacturing date? or any way to create a custom field in inventory number subrecord that is visible in IR subrecord?
In Netsuite go to
Customization -> Lists, Records, Fields -> Item Number Fields
If you have a production run you either have lot numbered or serialized inventory. You can make the field applicable to all Lot Numbered or all Serialized or to just specific skus.
Note that the items need to have been created as lot numbered or serialized items. If the items you want to use were not created as such then you’ll need to replace them with new items. If you want to use the same skus for the new items you’ll need to rename the original items.
Just like expiration date on inventory number subrecord on Item Receipt, can we have a custom field for manufacturing date in inventory number subrecord. Is there any feature need to be enabled? Does NetSuite have any functionality of Production/Manufacturing date? or any way to create a custom field in inventory number subrecord that is visible in IR subrecord?
As far as I am aware, it is not possible to add a custom field to the inventory detail subrecord. Checking the CUSTOMISATION > LIST, RECORDS & FIELDS NS menu (using the administrator role), this sub-record is not available. I have, however, in the past re-created the subrecord using a Suitelet and a saved search which auto-populates the item lines with additional columns. Perhaps this route is a potential solution for you too.
I have recently encountered this in an implementation. We were requested to add the Gross Weight and Net Weight fields in the Inventory Details window.
We used a SuiteApp called Lot Auto Number (Answer ID: 100706).
We want to have a sales order dashboard where we only show orders for certain sales people based on the logged in user. For example, we have sales people BB and CR who share an assistant TP. BB can see his orders on the dashboard. CR can see his orders on the dashboard. TP can see orders for both of them on his dashboard. We also have people outside of sales who need to see all orders. We want to do all of this without having to create a bunch of custom dashboards. We wanted to maintain 2 dashboards - one filtered one for sales people and one unfiltered one for everyone else.
We have gotten close to solution by using a generic inquiry. We created custom fields on the salesperson that point back to a logged in user (UserID1 and UserID2). Multiple custom fields were used because a single sales person could be visible to 2 people. We then joined SOOrder to SalesPerson inside our GI. We then wanted to join the Users table on (SalesPerson.UserID1 = Users.PKID AND SalesPerson.UserID1 = #me) OR (SalesPerson.UserID2 = Users.PKID AND SalesPerson.UserID2 = #me). That would allow us to create a filter where Users.PKID is not null to limit the view for sales people and then not use any filter on the non-sales dashboard.
The problem is that #me is not available on the Relations section. It is only available on the conditions section. We tried to just have the join of SalesPerson.UserID1 = Users.PKID or SalesPerson.UserID2 = Users.PKID and then creating the condition for the #me portion. The issue there is that it only shows records with a match. That won't work for non-sales people.
Is there some way to include #me or an equivalent on the relations tab? Any better way to accomplish this?
Built-in variables like '#me' aren't well documented which raises questions about support of this feature.
Try this instead:
In generic inquiry TABLES tab, add table 'PX.Data.AccessInfo'.
In PARAMETERS tab, add a new parameter (ex: 'P1') and set the Schema Field value to 'Accessinfo.UserID' (use 'Accessinfo' or the alias for that table declared in TABLES tab).
In the RELATIONS tab in the join condition Child Field you can reference the '[P1]' variable.
Accessinfo DAC contains current record of the logged in user and reflects the information you see when you click your profile in the top right of Acumatica pages. If the solution doesn't work right away you can debug it with the Request Profiler page to look up the generated SQL query for the GI.
I am building up a list that each list item will have certain permission groups applied by a workflow.
Other than the admin group which is applied to every item, it will be virtually impossible for any one group to have more records in any fiscal year that will exceed the list view threshold.
If a fiscal year list view filter webpart is provided will the view quantity stay below the threshold because of the item level permissions?
Indexes are set on Fiscal Year, Item Code, Department.
The threshold is on the original view and not on the filters applied to the view after the fact. The search web parts aren't affected by the threshold. That may be an alternative option for you.
Also, you may want to revisit your design if you can. You may eventually experience performance issues with all of those unique permissions.
My boss has recently tasked me with developing an estimating form in Dynamics CRM Online for use by his sales team. The idea is that his sales team can enter the parameters into a dialog and have Dynamics spit out a rough estimate for the cost of the project. Sales team members need to be able to do this while on site at a customer's location.
I have no idea about anything with Dynamics. I could easily do this in Excel VBA and make it look nice. I could develop my own app in C# or Java. But the ideal is to integrate this into Dynamics CRM with existing opportunities and associated tools. I've looked at Dynamics on my boss' monitor and I've poked some of the existing dialogs on our old on-premises Dynamics server with a long stick.
Is this kind of application even possible with Dynamics Online? We'd need to take user input, query the product database for pricing info from that input, and do some fancy arithmetic to spit out a number and ideally save the data in some way associated with an opportunity. This is a flooring company, and I envision an estimating tool where you can dynamically add a room to a list in a dialog, specify the size of the room in two text entry boxes (length x width), and select a type of flooring and substrate from a combination of radial buttons and drop down boxes, and finally have a price displayed for that room with a cumulative price displayed for each additional room added to the list.
Somebody please tell me if this is possible and where I can go for some resources on developing for Dynamics CRM to teach me how to do it. Help!
:edit:
Essentially the current manual estimating process is rather laborious and takes a couple of days turnaround. Sales reps run through a checklist and submit a form to the office with information about the size of the job, substrate, and the products to be installed and then a human operator manually calculates an estimate with that information. An automated system should allow sales reps to input some basic information and get a rough estimate in minutes while on site with the customer making the sale.
At its most basic, the application must be able to accept user input for the substrate under the flooring, the new flooring type, and square footage for each type of flooring. With that information, it needs to query price information from a database and then calculate an estimate for the project. It needs to be available online via mobile devices (tablets or possibly phones) for sales reps who are on location with a customer.
Beyond that, if we can have it save the estimate into an existing opportunity or create a new opportunity within Dynamics CRM, that would be great.
To avoid learning specific CRM development features, you can add web resource, it could be HTML page, add link to the web resource on CRM page and using only javascript populate field you need with any data you need.
This could definitely be accomplished with the out-of-the-box features. It wouldn't work exactly like you envisioned, but it would be close.
You'd need to set up the Product Catalog in CRM. Each Product could be one of your flooring types or substrates. The Pricing List for each Product would show how much 1 square foot of each type of flooring costs.
When Sales creates an Opportunity, they can add Product Line Items for each different type of flooring, along with a Quantity (which would be total Sq Feet for that item). CRM would then calculate the Line Item and the total Opportunity from the Price List and Product Catalog. Each line item total can also be discounted or overridden from the Price List, if necessary.
Once the customer wants a Quote, you can convert the Opportunity into a Quote, and all line items are copied over. You could then print this out and give it to the customer.
If the customer accepts the Quote, you can convert the Quote into an Order. Again, all line items are copied over.
Finally, you can create multiple invoices for an Order, and again line items are copied over and you can override prices or line items if necessary for billing.
There are lots of good video tutorials out there on setting up the Product Catalog, Price Lists, Discount Lists, etc. Hope that helps!