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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…
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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…

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workflow

Status filters

Certain workflow is not seen by Custom role

Open Closed Suitestallion 61 views 10 comments 0 reactions Most recent by Michelle Jabanes-Oracle Apr 22, 2022 1:13AMAsk A Guru
When using a workflow in a report

Accepted Answer Closed Benjamin Paul - USA 21 views 7 comments 0 reactions Most recent by Michelle Jabanes-Oracle Apr 19, 2022 5:34PMAsk A Guru
Workflow to set location on Journal Entry Save

Open Closed ChrisH 21 views 7 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Apr 13, 2022 5:37PMAsk A Guru
Work order indicator on Item Fulfilment

Accepted Answer Closed Dirk Nieuwkamp 21 views 3 comments 0 reactions Most recent by Dirk Nieuwkamp Mar 29, 2022 7:42AMSuiteCloud / Customization
Check transaction created from sales order to show the sales order as a related transaction

Accepted Answer Closed User_G9NIK 71 views 13 comments 0 reactions Most recent by User_G9NIK Mar 24, 2022 8:11PMAsk A Guru
recipient email field of a workflow

Accepted Answer Meherin 21 views 3 comments 0 reactions Most recent by Meherin Mar 24, 2022 7:04PMAsk A Guru
Workflow Confirm or Show Message Pop up - Set background Color for visibility

Accepted Answer paula.courtemanche 1 view 2 comments 0 reactions Most recent by Kristoffer Viray-Oracle Mar 14, 2022 1:05PMAsk A Guru
Custom Approval Workflow - Resubmit for Approval - Best Pratices

Open Closed Eklon Eleuterio 32 views 5 comments 0 reactions Most recent by Eklon Eleuterio Mar 11, 2022 3:23PMAsk A Guru
AE: Set Field Value on transaction from other record field

Accepted Answer vti 31 views 3 comments 0 reactions Most recent by vti Mar 11, 2022 2:19PMSuiteCloud / Customization
AE: Disable 'State' field within Vendor form

Open Closed Dirk Nieuwkamp 21 views 6 comments 0 reactions Most recent by Dirk Nieuwkamp Mar 7, 2022 8:24AMAsk A Guru
AE: Set 'Payment File Format' on Bank Details form

Open Closed Dirk Nieuwkamp 21 views 7 comments 0 reactions Most recent by Dirk Nieuwkamp Mar 3, 2022 10:33AMAsk A Guru
Custom email address field on workflow

Accepted Answer Closed Angie Cote 21 views 3 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Mar 2, 2022 6:15PMAsk A Guru
Expense Report Reject - Core feature and Custom Workflow

Accepted Answer Eklon Eleuterio 51 views 16 comments 0 reactions Most recent by Eklon Eleuterio Feb 23, 2022 12:58PMAsk A Guru
NSC | Source and Filter First Email Address from Sales Order to Customer Record Using Workflow

Closed Kristoffer Viray-Oracle 1 view 0 comments 0 reactions Started by Kristoffer Viray-Oracle Feb 17, 2022 7:50AM SuiteCloud / Customization
AE: Price level by customer and shipping address

Open filippo.blengini 32 views 6 comments 0 reactions Most recent by filippo.blengini Feb 16, 2022 9:28PMAsk A Guru
Workflow to add additional items to Sales Order based on item Manufacturer

Accepted Answer Brian Finlay 41 views 7 comments 0 reactions Most recent by Joahnna Given Uy-Oracle Feb 15, 2022 6:58PMAsk A Guru
NSC | Set Field Value if a Date Field is set to today's date

Closed Joahnna Given Uy-Oracle 401 views 0 comments 0 reactions Started by Joahnna Given Uy-Oracle Feb 10, 2022 9:46PM SuiteCloud / Customization
NSC | Send Email when Checkbox is Unmarked

Closed Joahnna Given Uy-Oracle 1 view 0 comments 0 reactions Started by Joahnna Given Uy-Oracle Feb 10, 2022 9:26PM SuiteCloud / Customization
AE: Workflow action to send email

Accepted Answer Vernita 11 views 4 comments 0 reactions Most recent by Kristoffer Viray-Oracle Feb 10, 2022 4:08PMAsk A Guru
Sales Order is Created > Lock Processed Estimate

Accepted Answer Karanjot Singh 31 views 4 comments 0 reactions Most recent by Dominica Sevilla-Oracle Feb 8, 2022 11:33PMAsk A Guru
Add Business date Using Workflow

Open nag_m 41 views 8 comments 0 reactions Most recent by [Deleted User] Feb 8, 2022 6:42PMAsk A Guru
Workflow not working on all roles, execute as admin is checked.

Accepted Answer Closed Casey Keating 165 views 7 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Feb 3, 2022 9:40PMAsk A Guru
NSC | Display the Created By on Journal Entry

Joahnna Given Uy-Oracle 3 views 0 comments 0 reactions Started by Joahnna Given Uy-Oracle Feb 1, 2022 9:44PM SuiteCloud / Customization
NSC | Set Fields as Inline Under Financial Tab on Customer Record on Specific Role

Joahnna Given Uy-Oracle 11 views 0 comments 0 reactions Started by Joahnna Given Uy-Oracle Feb 1, 2022 9:34PM SuiteCloud / Customization
Need help with a workflow

Open Closed ChrisH 1 view 2 comments 0 reactions Most recent by Joahnna Given Uy-Oracle Feb 1, 2022 8:10PMAsk A Guru
Create a sales order automatically after create Project

Open Closed filippo.blengini 11 views 2 comments 0 reactions Most recent by Kristoffer Viray-Oracle Feb 1, 2022 8:41AMAsk A Guru
NSC | Show Case Incoming Message

Closed Joahnna Given Uy-Oracle 31 views 0 comments 0 reactions Started by Joahnna Given Uy-Oracle Jan 31, 2022 9:02PM SuiteCloud / Customization
NetSuite Admin Tip: Determining Workflow Permissions

Closed Michelle Jabanes-Oracle 1 view 0 comments 1 reaction Started by Michelle Jabanes-Oracle Jan 31, 2022 7:40PM NetSuite Admin Corner
NSC | Item Fulfillment Ship Status on the Basic PDF Layout

Closed Joahnna Given Uy-Oracle 12 views 0 comments 0 reactions Started by Joahnna Given Uy-Oracle Jan 31, 2022 7:35PM SuiteCloud / Customization
NSC | Negative Number Format to 1,000,000.00 on Customer Record

Closed Joahnna Given Uy-Oracle 2 views 0 comments 0 reactions Started by Joahnna Given Uy-Oracle Jan 31, 2022 7:25PM SuiteCloud / Customization

workflow

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workflow

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