Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Workflow Transform Credit Memo to Refund
I have a certain set of credit memos, issued by customer service, that I want to automatically process a refund for. Because certain accounts have to be set correctly I would prefer to automate the process, and not have CSRs having to make decisions which could mix up the GL. I'd like to automatically do this via workflow, but when I choose transaction set the subtype to credit memo, I don't have a transform action available to me. I assume, because I don't see the option, that there is no way to do this via workflow. Is this correct? Is
0