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6 Simple Steps for Building Customizations for NetSuite
While NetSuite is an excellent ERP application that can handle most situations your users will throw at it right out of the box, there may be times when your business needs a little bit more than the standard features. Luckily, to add to its already awesome arsenal, NetSuite allows users to create their own custom solutions for their business-specific scenarios. We recently worked with a client who wanted to default the Class value for Vendor Bills based on the account selected. Simply creating a custom field on the account to set the default class was not sufficient enough to provide the desired functionality. They noticed that while entering vendor bills, the class value was not automatically filled in on the line level after they selected the account (this is not a standard NetSuite feature). Rather than entering these Class values manually, we created a customization that automatically populated the Class […]
How to Process Fully Applied Documents for Vendors in Dynamics GP
Many Dynamics GP AP users complain about seeing old fully applied documents on the check stubs as they print a check for a vendor. What these users might not know, however, is that solving this common complaint is as easy as processing an old fully applied document through a regular check batch and posting it as a $0 batch before you actually print a live check. In this blog, we’ll show you how you can easily process fully applied documents for vendors in Dynamics GP. Go to Purchasing, select Transactions, and then click Checks Create a batch and save it. Enter the Vendor ID range (that you want to process fully applied docs) and hit Insert Check off ‘Print Previously Applied Documents’ Click Build Batch Wait until the Batch Total is no longer zero, then click Edit Check. Use the second arrow on the bottom left to scroll to the […]
How to Change a Lead’s Contact Name to Company Name in Dynamics CRM 2016
NO CODE OR WORKFLOW NEEDED! Oftentimes Microsoft Dynamics CRM users have the need to see their leads as Companies instead of a Primary Contact Name. Out of the box, Dynamics CRM doesn’t offer the ability to change the view to a company name, however, there is a workaround to achieve the desired capability without needing additional code or workflow. This blog shares the steps to take to view Leads by Company Name instead of Contact Name in Dynamics CRM 2016. The process includes creating two new custom fields, one business rule, and two custom mappings. How to view a Company Name on a Lead Create two custom new fields as First Name and Last Name. Make sure to set these to 50 max characters. Add these new fields to the Lead form. These will replace the existing ones. Spot the out-of-the-box First Name and Last Name fields in the field […]
Expanding The Capabilities of CRM Portals Part 1 – Dynamically Displaying Controls from CRM Form Section
Web Portals can extend your Dynamics CRM capabilities by offering non-CRM users access to your data through customized web forms. Portals are extremely versatile and offer an infinite number of possibilities in integrating, displaying and manipulating CRM data with a different interface. Typically, Portal Development involves pulling CRM fields and displaying them in a custom user interface. Oftentimes this works, but what if the fields that need display can change over time? Of course, you could customize the Portal anytime a change needs to be made, but that would require deployment each time a change was necessary…and unnecessary deployments should definitely be avoided. This blog post will show you how to set up CRM portals to adjust for dynamic content. Pulling Dynamic Fields in a CRM Portal By leveraging the form customization features of CRM, a CRM Administrator can add any number of fields to a single section of a […]
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