Click personalize on the top right of your home screen. Click custom search to add a new customer search portlet to your homescreen dashboard. Hover over the upper right corner of the new portlet that was added to your dashboard. You will see 3 dots and then click set up. A new screen will pop up to set up the custom search portlet on your dashboard. Enter the full name of the search that you want to add. If you want the name of the search to display as a name other than the name of the search enter something in the Custom Portlet Title field. Click Save

US Bulk Shipments HPG needs a customized solution in NetSuite for processing orders that will leave the Debco warehouse in Canada and be shipped through a third-party contractor to the United States. There will be a daily pick-up which will need all appropriate paperwork prepared ahead of the daily pick-up. The purpose of the US bulk shipment process is to take all packages ready for shipment to the US from Debco and process all the paperwork necessary for delivery by the third-party contractor. There will be options to print a combined commercial invoice, Section 321 documents, and any other applicable product specific forms. All orders processed through the US Bulk Shipment will be billed the following day in bulk by the finance department. The saved search script (https://1157875-sb2.app.netsuite.com/app/site/hosting/scriptlet.nl?script=8928&deploy=1) will contain any orders that are in the ready for shipment queue. The criteria for the search the script is looking at is HPG | US Bulk Shipments (https://1157875-sb2.app.netsuite.com/app/common/search/searchredirect.nl?id=12589). This script does not validate any data, so if something is missing, the script will still run. There are a few requirements that seem to be missing regularly from the US Bulk Shipment that must be there for the sales order to be included: “Cost (These cannot be $0 sales orders, they must be correct pricing with discount lines), Weight, Dangerous Goods (Will not ship via the US Bulk Shipment process), Item Manufacturing Company = India”. Also, Item Fulfillment must have a Shipping Address and US Bulk Shipment Processed should be unchecked. This allows the ability to run the report, identify missing information, and go back to fix it. Once the paperwork is complete, there is an ability to complete the documentation, so the orders will not show up on the report anymore. (The fields that will be set once the “Complete” button has been clicked will be updated once Akhil finishes) Commercial invoices are non-321 items. Proforma is supposed to be 321 items. If an order is not complete, it will not ship that day. There will be no partially fulfilled orders that will go through the US Bulk Shipment process. See below for screenshots of examples of the script print buttons: An example of the CSV generated for the 321 documents. SCN Shipment Type Shipper Name Shipper Address Shipper City Shipper State Shipper Zip Consignee Name Consignee Address Consignee City Consignee State Consignee Zip Commodity Description Commodity Value Commodity Quantity Commodity Quantity Unit Commodity Weight Commodity Weight Unit Commodity Country of Origin Debco 10 Ronrose Dr Concord ON L4K 4R3 MJP CREATIONS 50 RUDDINGTON DRIVE 310 TORONTO AZ M2K2J8 Mug Black/White 392 100 92 lb null Debco 10 Ronrose Dr Concord ON L4K 4R3 S4 PROMO SOLUTIONS 4832 E. CALLE VENTURA PHOENIX AZ 85018 Mug Black/White 508.5 150 138 lb null