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

Unlock Record Action

Open Closed bsimmons105 51 views 7 comments 0 reactions Most recent by User_FQ0VR Sep 3, 2024 2:27PMAsk A Guru
Hiding the Bank Payment Details Tab on Vendor Form for Certain Roles (Without Using Separate Forms)

Accepted Answer kees.netsuiteadmin 82 views 5 comments 0 reactions Most recent by Alex Joves -Oracle Aug 20, 2024 2:18PMAsk A Guru
How to make a Workflow transition from Approved to Pending Approval when Edited?

Accepted Answer LT898 83 views 5 comments 0 reactions Most recent by LT898 Aug 19, 2024 7:39PMSuiteCloud / Customization
Workflow logs on Bill of Material Revisions

Accepted Answer Angela Bayliss 61 views 6 comments 0 reactions Most recent by Angela Bayliss Aug 16, 2024 4:30PMAsk A Guru
Schadulate states in workflow

Open Closed Amjad Kasem 31 views 3 comments 0 reactions Most recent by Amjad Kasem Aug 6, 2024 1:04AMAsk A Guru
Workflow Transition On

Accepted Answer Vernita 61 views 8 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Jul 29, 2024 10:11PMAsk A Guru
Auto Receive Transfer Order

Open Ivan Babiichuk 91 views 5 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Jul 29, 2024 5:11PMAsk A Guru
Workflow Show Message Action on {trandate} if greater then {today} + 90

Accepted Answer pcourtemanche2023 141 views 6 comments 0 reactions Most recent by Edo_Aroni Jul 29, 2024 3:39PMAsk A Guru
WEBINAR REPLAY | Advanced Workflows with NetSuite

Closed Francesca Nicole Mendoza-Oracle 151 views 0 comments 2 reactions Started by Francesca Nicole Mendoza-Oracle Jul 24, 2024 5:33PM NSC Webinars
Delays in transitioning between Workflow States

Accepted Answer Closed Vernita 41 views 5 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Jul 11, 2024 11:55PMAsk A Guru
Workflow stages not shown in Approve Vendor Payments Page

Accepted Answer Closed Elina Kourouzidou 161 views 16 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Jul 9, 2024 4:18PMAsk A Guru
Accessing Sales Order > Relationships > Contact with role Order Creator

Accepted Answer Closed Kent K. 151 views 11 comments 0 reactions Most recent by Kent K. Jul 5, 2024 12:45PMAsk A Guru
Creating Record using Workflow not working?

Accepted Answer Closed Vernita 51 views 3 comments 0 reactions Most recent by Vernita Jul 5, 2024 12:32AMAsk A Guru
Create Record- Phone Calls in Workflow Action

Open Closed Vernita 31 views 4 comments 0 reactions Most recent by Vernita Jul 4, 2024 11:38PMAsk A Guru
workflow to lock journal only in primary book

Accepted Answer Closed Wee Ming 32 views 5 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Jul 3, 2024 4:02PMAsk A Guru
Workflow - Value cannot be set in BEFORE LOAD on already existing(not a new) record

Open Closed Avinash A 271 views 2 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Jun 21, 2024 1:30PMAsk A Guru
Change the sales order form when box is checked

Accepted Answer Closed Peter Bergsma 61 views 5 comments 0 reactions Most recent by Peter Bergsma Jun 14, 2024 7:32AMSuiteCloud / Customization
How to make a Workflow: Send Email after saving the record?

Open Closed User_ZCWF3 122 views 11 comments 0 reactions Most recent by Vajrala Madhu Reddy Jun 13, 2024 7:27AMAsk A Guru
Workflow for Employee Record Custom Fields

Open Avinash A 31 views 4 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Jun 11, 2024 9:34PMAsk A Guru
Why is the workflow not evaluating this condition correctly?

Accepted Answer Closed Vernita 64 views 8 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Jun 11, 2024 5:58PMAsk A Guru
Workflow to show a message on Vendor Bill

Open emcee_uk 41 views 6 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Jun 11, 2024 1:01AMAsk A Guru
Is it possible for a Workflow to set Journal Entry lines?

Open Closed Javier P. 51 views 4 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Jun 5, 2024 9:35PMWeb Site / E-Commerce
Why does "Preferred Vendor" not join properly in Workflow?

Accepted Answer Closed Tim_1701 72 views 7 comments 0 reactions Most recent by Tigran Shahnazaryan Jun 5, 2024 3:39PMAsk A Guru
Approve Bank Details and Vendor record in one go

Open Closed User_JJC0O 91 views 4 comments 0 reactions Most recent by Elychelle Gulen-Oracle Jun 4, 2024 1:59PMAsk A Guru
Workflow Limitations vs SuiteScript

Open Closed Shubham_Singh 41 views 7 comments 0 reactions Most recent by Francesca Nicole Mendoza-Oracle May 30, 2024 1:03PMAsk A Guru
Workflow to Check Box When a Date on Sales Order is Updated

Open User_BCKYD 71 views 7 comments 0 reactions Most recent by Unknown May 29, 2024 6:32PMAsk A Guru

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