3970728 Newbie

JCirocco Hello i created a Workflow for Vendor.When ever a new vendor is created it should go for approval.The workflow is working,But the issue is when the vendor is created i need to Click on SAVE.Can i Disable the SAVE button in the case of new Vendor.It is not allowing to Submit the vendor for approval with out Save…

JCirocco In that case .How to stop the vendor showing in the list.When the vendor is saved it is showing in Vendors list before it is approved.The new Vendor should not be showed in any purchase order or bills unless its approved.Is it possible through workflow?

k_dunc Can give the values dynamically to the Purchase order.The employees list need to be added dynamically.how can we do it?Do we need to run the script?

k_dunc Yes initially the process was as follows : immediately when the PO is created it is approved.Now when a open PO on the screen it is showing"Approval Status" field to "approved".How do i change the "Approval Status" field to "pending approved " when the purchase order is opened to enter a new order.

JCirocco The Vendor is a Single approver. My requirement is when ever a new vendor is created an email need to sent to the time Approver. The vendor needs to be approved by using approve and reject buttons .

k_dunc Thank you for your reply.I created a static group with 2 members.When i am trying to send it with 2 emails with a comma separator i got following .Email is coming to me. [SANDBOX] PO 2676 approved (originally To: testmanageramala@ammallc.com, testuseramala@ammallc.com) When i try to give the Email address of the…

JCirocco The Time Approver field is seen in the Vendor page.I am setting a value for time approver.When the approver opens the page they cannot see the Buttons.

JCirocco i am trying to create a new vendor approval workflow.I am trying to send it for approval. I am using Time Approver feild for approval.When the "Time Approver" opens the new vendor he is unable to see the Approve and Reject buttons.How do i add it ?

JCirocco Thank you .I will try

JCirocco k_dunc When the PO Page is open I see the Pending Approval as APPROVED.Is there any possibility to make it as PENDING APPROVAL.Can i change the order of list in approval status ?I try to Set Field Value in Entry as Pending approval but it in not showing.Thanks in advance.

k_dunc i was tried creating the custom field but i don't find applies to INVOICE in any of CRM,Entity or Item. In the invoice lay out i don't find inventory field directly to add.To make my question clear i am attaching the screenshots.Is it possible to add it to the page .Do i need to create any workflow to add the field.…

JCirocco I have Workflow in Sandbox which is Released and Active.Its not showing in Production Workflow?How to move a workflow from Sandbox to Production?Do i need to create again in production?

JCirocco Thank you so much for the answer.How do i set the next approver in the purchase order workflow to a group?If any of the person in the group opens the email and approves the order ,purchase order will be sent to approval state.For all other group members it should be shown appoved.Is it any way to do it in the…

k_dunc The purchase order needs to be assigned dynamically to the supervisior,when the employees enters the po.The emails needs to be sent to the employee supervisior. I was checking Merchandise Hierarchy,Employee Center.Which options we need to follow?Thanks in advance.

k_dunc i am facing the same issue as in this post: https://usergroup.netsuite.com/users...anced-printing So using {item.inventorydetail} it is just giving me blank field.Thanks in Advance

JCirocco k_dunc Thank you so much.I made the changes in workflow as above.The Purchase Order is sent to mutiple people.It is changing Approval status is changing approved state if any one of them is approving it .But not on the purchase order.How to make this change.

@kirkDuncan The PO will be sent to group of persons .If any one of them approves it should go to approve state.It should be locked.If it is rejected,It should go to Rejected state and the record should be locked.Is this requirement is done using workflow? I have workflow releases with 1 approver.I want it to send it to a…

k_dunc JCirocco Yes the PO Issue is solved.Its working.Thank you for your support. I tried to edit the Invoice Template in Customization > Forms > Advanced PDF/HTML Templates. i am trying to add a field in the form.The Field ID /Field Name Is not showing in the form in ADD ELEMENTS.How do i add this Field/Element to the…

JCirocco,@k_dunc Hello. Currently, i am unable to print the invoice with populated serial numbers.Is there any possibility using workflow or do i need to generate a script?Thanks in advance.

k_dunc In this Purchase order the APPROVAL STATUS is APPROVED.On the Purchase order it is showing PENDING RECEIPT.It should change to APPROVED or APPROVED BY SUPERVISIOR/PENDING RECEIPT.Is there any possibility of changing it using workflow.Thanks in Advance

I am trying to setup a workflow that sends email to group of people for the purchase order approval.How to set the next approver as group of people? Is it possible with workflow ? Should we assign it manually?Any help would be greatful

@JCirocco Hello, I tried below two approaches for Multiple Appovers for a PO - 1.created a new static custom group with multiple static employees list. Where can we assign this group to a workflow.? 2.I created a custom field and in that custom field given a comma separated email address. I assigned this created custom…

wwinters I wanted to send the inventory number to a customer field .I tried creating a Transaction line field whose record TYPE is Lot Numbered Inventory Item.LIST/RECORD is Inventory Number ,which appears in invoice in Items.Its is creating a list ,from that list i need to select the value of inventory number.How can i…

kastnerd evan_goldberg njager13 JCirocco k_dunc Hi all, I want to create a workflow ,for approval process on Inventory Adjustments .When there is a new inventory Adjustment the item need to be send for approval.Is it possible?What type of workflow do i need to select .?Please let me know the steps.Thanks in advance.