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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…
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…

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workflow

Status filters

How to check if Field is used in any workflows?

Accepted Answer Closed Richard Appleford OB 134 views 3 comments 0 reactions Most recent by Richard Appleford OB Jan 4, 2024 10:32AMAsk A Guru
How to add an input person field to SalesOrders?

Open Benjamin Paul - USA 51 views 14 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Jan 3, 2024 9:05PMAsk A Guru
Location specific pricing

Open NSPK 51 views 6 comments 0 reactions Most recent by NSPK Dec 27, 2023 4:09PMAsk A Guru
How to use Line fields as the condition for a Transform Record action in a Workflow?

Accepted Answer Closed User_2D608 42 views 3 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Dec 18, 2023 9:31PMAsk A Guru
NSC | How To Set-up a Credit Memo Approval Workflow

Closed Kristoffer Viray-Oracle 2K views 1 comment 0 reactions Most recent by User_5EII3 Dec 14, 2023 11:05PMSuiteCloud / Customization
Workflow - Vendor Prepayment

Open Closed User_M9I5K 21 views 2 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Dec 14, 2023 9:50PMAsk A Guru
How to automatically set the purchase price on the item using a Workflow?

Accepted Answer Peter Bergsma 91 views 14 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Dec 8, 2023 2:44AMAsk A Guru
Access Activties in Customer workflow

Accepted Answer Closed User_76ANW 11 views 3 comments 0 reactions Most recent by User_76ANW Dec 4, 2023 6:39PMAsk A Guru
How to copy the location of IF to Invoice?

Open Closed User_Q1DPO 41 views 8 comments 0 reactions Most recent by User_Q1DPO Dec 3, 2023 6:33AMAsk A Guru
How to make a popup on WOs if the Status is set to Built while the Qty & Built fields are not equal?

Accepted Answer Closed Nickey 111 views 19 comments 0 reactions Most recent by Nickey Nov 23, 2023 6:40PMAsk A Guru
How to create a contains formula for Created From field?

Accepted Answer Dext3r 31 views 6 comments 0 reactions Most recent by Dext3r Nov 23, 2023 9:55AMAsk A Guru
Why is my Workflow having issues in Invoice Records?

Open Closed Sivasubramaniam 31 views 4 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Nov 23, 2023 12:36AMAsk A Guru
New To NetSuite | Workflow: Create a Created By: field for Transactions

Jervin Nicholas Teopengco-Oracle 103 views 0 comments 0 reactions Started by Jervin Nicholas Teopengco-Oracle Nov 20, 2023 9:02PM SuiteBuilder & SuiteBundler
Set value for subsidiary on Payment using Go to record

Open Nguyen Van Khien 21 views 4 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Nov 20, 2023 4:00PMAsk A Guru
How to add a Delay in Send Email Action?

Accepted Answer Closed DanishBernadeth 141 views 13 comments 0 reactions Most recent by DanishBernadeth Nov 17, 2023 1:00AMAsk A Guru
How to add a Subtotal Item via Workflow?

Accepted Answer Adam Birk 81 views 7 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Nov 16, 2023 7:58PMAsk A Guru
3 Way Matching workflow cannot find matching PO for the vendor bill.

Open User_L7PTK 167 views 6 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Nov 16, 2023 5:53PMAsk A Guru
How to add a Dynamic Custom Field on a Saved Search?

Open User_75YL8 111 views 12 comments 0 reactions Most recent by User_75YL8 Nov 15, 2023 2:15PMAsk A Guru
Workflow to Edit/Save Transactions and populate new calculated field

Open Closed AndrewHRD 31 views 2 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Nov 13, 2023 4:44PMAsk A Guru
How to add values of two fields in a Workflow?

Accepted Answer Closed Ted Stout 141 views 7 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Nov 10, 2023 10:47PMAsk A Guru
How to create a Workflow Action Script to attach a file to a custom record

Accepted Answer Closed CDuf 41 views 4 comments 0 reactions Most recent by Richard James Uri-Oracle Nov 10, 2023 2:50PMAsk A Guru
How to trigger a workflow when an item has changes in stock quantity?

Open Paul Reading 61 views 2 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Nov 9, 2023 8:34PMAsk A Guru
Can you add a Reject button wherein a user can input a reason and re-route it back?

Open Closed User_FL4CK 41 views 6 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Nov 9, 2023 5:34PMAsk A Guru
How to show a List when an RMA Reason is Selected?

Open Closed Martha Hakes 1 view 2 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Nov 7, 2023 3:32AMAsk A Guru
Workflow to update child company billing address to default to parent's default billing address

Open Closed RS_RS 11 views 5 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Nov 1, 2023 3:11AMAsk A Guru
How to set a field value on a Sales Order if an Invoice is created?

Open Closed Vernita 81 views 11 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Nov 1, 2023 1:07AMAsk A Guru
How to use a Multiselect field as a Workflow Condition?

Open Closed Jacob1 301 views 2 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Oct 31, 2023 10:47PMSearch / Reporting
How to change the Due Date calculation?

Open Closed Alex.S-2016 561 views 10 comments 1 reaction Most recent by Alex.S-2016 Oct 31, 2023 11:40AMAsk A Guru
Is it possible to restore back a Rejected JE?

Accepted Answer Kedalene 11 views 6 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Oct 30, 2023 9:53PMAsk A Guru

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