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| E-NEWS FROM A TECHNOLOGY CONSULTING FIRM | 425.462.0100 | ||||
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Another Customer Success Story
"I want you to know how much we at Herrmann International appreciate the Explore team. Explore has been incredibly responsive and resolved a system problem we had that is now "super solved" and we are going to be even more successful with our customers because of your work. We only hope that we can be as responsive and helpful to our customers as Explore has been to us!" Dorothy Roche, Finance Manager, Herrmann International |
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 Featured Case Study
NetSuite Automated License Key Generation Background: Herrmann International was founded by Ned Herrmann, author of The Creative Brain, a book based upon his “Whole Brain Thinking” method. Herrmann International’s main product is the Herrmann Brain Dominance Instrument (or HBDI), which is a system that can measure the differences in how people think, based upon a series of questions. Issues: With IBM as the first major client of the HBDI system, Herrmann needed a way to efficiently distribute license keys for their product at the time of purchase. These keys are generated outside of NetSuite, and they prevent unauthorized access to the HBDI system. Herrmann needed the license key generation to be fully automated within NetSuite, so that the customer would receive the license key with the order confirmation email. In addition, a client-specific URL needed to be sent in the order confirmation, so clients could get instructions tailored to their version of HBDI. Herrmann also needed this to be extensible, so that future clients could be added (such as Coca-Cola, who was added early this year). Solution: Herrmann International brought in Explore Consulting to design, build, and implement a robust NetSuite solution to solve their business problem. Read the complete Purchasing Consolidation for NetSuite case study. |
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Do you need more automation within your unique workflow or business processes? NetSuite's SuiteScript technology is the most flexible, powerful, and extensible way to customize your NetSuite system. It can be triggered on user events or scheduled, can create or modify data, communicate with external data sources, or string together a multi-step workflow process. Enables creation of front-end user interfaces on the fly using standard HTML or UI objects with a NetSuite look and feel. Some example scripts:
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NetSuite Tips
Each month we will provide our NetSuite customers with tips on how to use the product more efficiently and how to perform complex or unintuitive tasks. We hope that you find these tips helpful.
Extending the use of the Mass Update feature If you have been using NetSuite for any length of time, you may be familiar with the Mass Update feature. If you haven’t looked recently, the list of pre-built updates in NetSuite has grown considerably. It is worth the time to look over the additional types of updates available. To view all the update types go to: List>Mass Update>Mass Updates. Common Mass Update Uses If you are new to mass updates, the following is a short list of the most commonly used mass updates.
Custom Updates NetSuite’s predefined mass updates do not include all fields on each record type available to update. For instance, fields available on the sales order record are limited to those found on the main section of the sales order. If the field you wish to update is on a tab, that field will not be available. In this case you have two options, either modify the form by moving the location of the field to the main section or create a custom mass update. The mass update list of fields only displays those fields on the main section.  Click image to enlarge ustom mass updates allow you to update virtually any field on a given record. Additionally, custom mass updates can incorporate dynamic update logic. Based on conditions at run time, the update value can be calculated. This feature can be very helpful. For instance, a custom mass update could summarize data, perform formulas and pull data from other records and more. This ability is ultimately very powerful for conditional updates. NetSuite recently released a new type of script called an Action Script. Action Scripts are used exclusively with the mass update feature and they work in tandem. The mass update component allows the everyday user to control which records to update and schedule the update, while the action script component determines which field to update and the value. Before NetSuite released this capability, a developer would be required to write additional code to first search the records to be updated before updating the value. The scripting effort took much longer and typically could not be managed by most non-technical users. With action scripts, the code is often limited to 5 to 10 lines of code. The mass update feature simplifies the scope of the script to only updating and calculating. Once a custom mass update is created it will show up under the custom updates folder shown below:  Click image to enlarge Use Case In this simple example a company changed their criteria for the classification of sales transactions into business lines. Historical transactions were out of step with the new classification rules and needed to be updated. The business line field was not an updatable field choice using the standard mass update. Using a custom action script, users were able to update all the applicable records. The user is provided a drop down parameter to select the new value for business line.  Click image to enlarge This is the code used to update the business line field:  Click image to enlarge As you can see, only four lines of code were required for this script. Most of the complicated work is eliminated by the mass update definition. The user controls which records are updated when setting up the mass update. Although this example is simple, action scripts can become very powerful by expanding the logic included in the script. Additional information on configuring action scripts and more sample code is found in the NetSuite help menu. If you have questions, contact Explore for a free evaluation of possible custom mass update solutions. |
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| View previous NetSuite Tips here. | |||||||
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