Netsuite订单审核问题-CarlZeng
销售订单审核自动发送邮件问题：销售订单界面有“提交审核”按钮，点击提交后会自动发送邮件给审核人，这个审核人可以实现指定发送给销售团队中的“主要”成员吗？Options- 在邮件系统中, 定义那个salesperson的email为一个group的email地址, 这样NS发送一份邮件到这个特殊的邮箱…
销售订单审核自动发送邮件问题：
销售订单界面有“提交审核”按钮，点击提交后会自动发送邮件给审核人，这个审核人可以实现指定发送给销售团队中的“主要”成员吗？
Options
- 在邮件系统中, 定义那个salesperson的email为一个group的email地址, 这样NS发送一份邮件到这个特殊的邮箱地址, 邮件系统自动会发送给一个销售组的人员.
– 配置这个销售团队中的“主要”成员,在邮件系统中完成, 与NS无关.
- 启用NS中的销售团队功能, Setup > Company > Enable Features > CRM > Sales
– Check this box to assign sales teams to transactions and customers.
Team Selling allows you to calculate split commission for multiple sales reps on a transaction. Field ID: teamselling
订单审核以后编辑流程的问题:
销售订单和采购订单，目前是只有财务开单后才锁定，我们现在的想法是做到主管审核后销售代表就再无权限更改，只有主管才可以修改，财务开单后锁定，希望您能给出更好的建议。
Options:
- Setup > Accounting Preferences > Order Management > REQUIRE RE-APPROVAL ON EDIT OF SALES ORDER
– Check this box to require re-approval when someone edits a sales order that was previously approved.
Note: If you edit a sales order while using a role with permission to approve sales orders, a sales order status is not set to the Pending Approval status.
Note: Partially fulfilled sales orders are not affected by this preference. Once a sales order is partially fulfilled, the status cannot be changed back to pending approval.
Field ID: REAPPROVESOONEDIT
- Add Script to locked sales order when it’s status is approved, and have the validation for 主管才可以修改.
