Discussions

Upcoming Events

Inside the Suite |Cleveland
Explore NetSuite: Hands-on demo experience The Ritz-Carlton, Cleveland, 1515 W 3rd St, Cleveland, OH 44113 What to expect: Are you considering upgrading your accounting or ERP software and want to understand the latest advances in business management technology? Inside the Suite is designed for business leaders evaluating…
Learning Lab | Cleveland
Take Your NetSuite Skills to the Next Level. The Ritz-Carlton, Cleveland,1515 W 3rd St, Cleveland, OH 44113 Join NetSuite experts for a half day of free interactive sessions on how to optimize NetSuite for your business. By attending you’ll get to: Hear about our newest AI innovations and get a sneak peek at what’s coming…
Designing Scalable NetSuite Saved Searches
Expert guidance for building reusable, maintainable saved searches Saved searches are most valuable when they deliver clear, reliable insights without constant rework as reporting needs change. Join this training event to learn best practices for designing saved searches that support visibility, monitoring, and day-to-day…
Using NetSuite Bank Reconciliation for Nonprofits
Social Impact Workshop: Using NetSuite Bank Reconciliation for NonprofitsTuesday, March 3, 2026 2:00 p.m.–3:00 p.m. CST Follow Up Workshop: Tuesday, March 10, 2026 2:00 p.m.–3:00 p.m. CDT Understand how to connect NetSuite financials and bank balances Nonprofits can join us to learn about recent changes to the Bank…
Connect Every Step from Purchase to Payment
Connect and automate procurement, AP, and supplier payments Wednesday, March 11, 2026, 12:00 – 12:30 p.m. CDT When procurement, payables, and payment processes don’t work together, it takes longer to buy what you need, approve invoices, and pay suppliers meaning missed discounts, late payments, and damaged supplier…

Community Articles: What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now and spark the next big discussion!

workflow

Status filters

workflow on billing schedule not working

Open EarnestC 73 views 11 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Aug 30, 2023 8:52PMAsk A Guru
Auto Receive Transfer Orders

Open Closed Joe CW 41 views 2 comments 0 reactions Most recent by Joahnna Given Uy-Oracle Aug 28, 2023 10:04PMAsk A Guru
Attach the SO PDF with the Invoice PDF in the Workflow email trigger

Open Closed Chandanesh 31 views 2 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Aug 25, 2023 4:35PMAsk A Guru
Netsuite Transaction Flow

Accepted Answer Closed User_8RJ16 21 views 2 comments 0 reactions Most recent by Joy Noreen Magoling-Oracle Aug 16, 2023 2:43AMAsk A Guru
how to create workflow for Journal entry approval

Accepted Answer User_32GQL 61 views 2 comments 0 reactions Most recent by Lea Orzales オルザレス・レア -Oracle Aug 15, 2023 4:30AMNetSuite Developer Community
Bill Approval Workflow

Open user11032836 11 views 2 comments 0 reactions Most recent by Lea Orzales オルザレス・レア -Oracle Aug 11, 2023 1:57AMAsk A Guru
Change the Order Allocation Strategy for certain type of Sales Orders

Open Adam Birk 181 views 9 comments 0 reactions Most recent by N_Landreth Aug 2, 2023 6:43AMAsk A Guru
Workflow Condition Custom Formula for Comparing Dates

Accepted Answer Closed DCuadra 292 views 3 comments 0 reactions Most recent by Joahnna Given Uy-Oracle Jul 18, 2023 4:56PMAsk A Guru
Basic JE Approval Workflow: Prohibit user from approving own JEs

Accepted Answer Closed User_2D608 71 views 8 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Jul 18, 2023 4:12PMAsk A Guru
Unable to find Saved Search used as condition in Workflow

Accepted Answer Cristian Cabacaba 105 views 4 comments 0 reactions Most recent by Cristian Cabacaba Jul 18, 2023 12:45AMAsk A Guru
Using a workflow to bulk email invoice PDF

Accepted Answer User_E15G4 21 views 2 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Jul 13, 2023 7:18PMAsk A Guru
How to show a message if shipping country in not US via Workflow

Accepted Answer Closed User_S8PAJ 82 views 6 comments 0 reactions Most recent by User_S8PAJ Jul 13, 2023 1:04PMAsk A Guru
Use a workflow to stop users deleting lines on transactions

Accepted Answer User_E15G4 61 views 4 comments 0 reactions Most recent by User_E15G4 Jul 12, 2023 10:28PMAsk A Guru
Not being able to access pre-defined groups on Workflow

Accepted Answer Pallavi1903 21 views 3 comments 0 reactions Most recent by Tigran Shahnazaryan Jul 11, 2023 8:32PMAsk A Guru
NetSuite Admin Tip | Automate the Process of Sending a Welcome Email to New Customers

Closed Kristoffer Viray-Oracle 41 views 0 comments 1 reaction Started by Kristoffer Viray-Oracle Jul 5, 2023 10:40AM NetSuite Admin Corner
Locked Workflows

Accepted Answer Meherin 101 views 12 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Jul 3, 2023 11:24PMAsk A Guru
Can you create a workflow that triggers a "Log Phone Call" form to pop up after saving a Sales Order

Open User_1I8SP 31 views 5 comments 0 reactions Most recent by Tigran Shahnazaryan Jul 1, 2023 12:52PMAsk A Guru
How to Write Script to pull shipping quote from Shipping provider to estimate?

Accepted Answer Closed US Water Systems, Inc. 41 views 3 comments 0 reactions Most recent by Francesca Nicole Mendoza-Oracle Jun 28, 2023 5:26PMAsk A Guru
How to Create a Workflow That Will Run Records Created by -System-

Open User_E15G4 61 views 8 comments 0 reactions Most recent by Kristoffer Viray-Oracle Jun 27, 2023 6:15AMAsk A Guru
Workflow Action Date Format

Open OliverK 61 views 4 comments 0 reactions Most recent by OliverK Jun 23, 2023 11:02AMAsk A Guru
How to set field value Credit Hold field to Off on Customer Record using workflow

Open Closed User_TRK2J 21 views 3 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Jun 23, 2023 1:14AMAsk A Guru
How to Display a Pop-up Instruction for a Custom Record

Accepted Answer Closed Paul Salkeld 112 views 8 comments 0 reactions Most recent by Paul Salkeld Jun 22, 2023 12:26PMAsk A Guru
Why is there a Workflow error when approving an Intercompany sales order

Open Dirk Nieuwkamp 92 views 9 comments 0 reactions Most recent by Dirk Nieuwkamp Jun 22, 2023 7:10AMAsk A Guru
Possible to access fields from the Subsidiary record in a workflow action on Journal Entry?

Open User_XMFHV 84 views 5 comments 0 reactions Most recent by User_XMFHV Jun 22, 2023 6:55AMAccounting / ERP
Disable create new Pop up button

Accepted Answer Closed Harsha Kumara 91 views 10 comments 0 reactions Most recent by Kristoffer Viray-Oracle Jun 15, 2023 8:24PMAsk A Guru
June 07, 2023 | Pop Quiz

Closed Kristoffer Viray-Oracle 161 views 9 comments 0 reactions Most recent by Kristoffer Viray-Oracle Jun 8, 2023 2:29PMCommunity Whiz
How to Source Company Name to Contact Record

Accepted Answer Meherin 31 views 5 comments 0 reactions Most recent by Meherin May 30, 2023 11:09AMAsk A Guru
How to Apply Workflow in Inventory Count

Closed 3954316 21 views 6 comments 0 reactions Most recent by Kristoffer Viray-Oracle May 30, 2023 10:42AMAccounting / ERP

workflow

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders

workflow

Discussion List

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders