Other Reporter Template Ideas
Other Reporter Template Ideas
Embedded Files
Dynamic Contract Report
Dynamic Contract Report
About: the template showing the possibility to combine dynamic and static content. In this example the customer data as well as sellers company data is fetched dynamically whereas the contract content is pre defined in a custom record.
Prerequisites:
Setup > Company > Enable Features
Transactions
Estimates / Sales Orders
Custom Record
create a custom record which entails all section of you contract template
Field type:
Deployment: Button on for example a Sales Order or Customer.
Another example of using these types of templates could be a rental contract.
Employee Role Overview Report
Employee Role Overview Report
About: the template showing all employees with access to the NetSuite environment and there currently assigned roles. This report can be from importance during an audit for example.
Prerequisites:
Setup > Company > Enable Features
Transactions
Estimates / Sales Orders
Custom Record
create a custom record which entails all section of you contract template
Field type:
Deployment: Adding a dashboard view for administrators or financial managers.
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