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Hi @User_NV89E, thanks for clarifying. What you’re seeing is expected behavior: “Filter by Subsidiary” on a custom segment controls data applicability/validation, but it doesn’t dynamically trim the picklist shown in standard financial report filters. Subsidiary-restricted roles will still see the full list in the filter…
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Hey @Michalis_Kyriacou, thanks for reporting this. Given that it started right after the 2026.1 upgrade and you haven’t changed the workflow, this does sound consistent with a post-release UI/portlet defect rather than a workflow configuration issue. At this time, the best next step is to open a NetSuite Support Case and…
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Hi @User_DFQMH, this happens because Go To Record needs the Internal ID of the current Sales Order. Using {id} often resolves to the transaction number, so NetSuite can’t find the record and opens a new one. Try this: Set your workflow field to {internalid} (not {id}), or reference Current Record if available. In Go To…
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Hello @User_N2L2G, that error usually means NetSuite can’t validate the vendor + subsidiary combination for the specific transaction you’re importing (even if the vendor record looks correct at a glance). For the 3 vendors still failing, here are the most common things to check: 1. Vendor is “shared” correctly across…
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Hi @Hakesville, Good day! Just following up on this thread in case you missed my comment above. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". I'd really appreciate it. Thank you!
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Hi @User_BCKYD, Thanks for the detailed write-up and screenshots. When a workflow “skips” a Set Field Value action in this scenario, the most common causes are: The value you’re trying to set doesn’t match what the native field expects The native Payment Method field expects a valid Payment Method list value (internal ID)…
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Hi @KNason76, Thank you for confirming the field type and timing after the 2026.1 update. Based on what you described, this behavior is consistent with NetSuite now sanitizing/escaping HTML in a Hyperlink custom field. Hyperlink fields are intended to store a URL (and display text), not a full <a href=...> anchor tag—so if…
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Hi @User_QZRZD Yes, NetSuite can support this requirement, but it’s typically done on the invoice presentation layer while keeping the internal line-level detail for revenue recognition and GL impact. Common options: Advanced PDF/HTML Template (most flexible): Keep all 5 internal lines on the invoice record (so rev rec/GL…
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Hi @Elina Kourouzidou Thanks for the follow-up. Fund Transfers are a common sticking point in migrations, especially with Multi-Currency enabled. Recommended ways to handle bank-to-bank transfers Option 1 (Most common): Don’t migrate historical transfers; migrate balances instead For prior years/closed periods, migrate…
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Hi @User_1D0ZP, Good day! Just following up on this thread. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!
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Hi @Hakesville In a Workflow you typically won’t use a formula to pull related record data. Instead, use a Set Field Value action and source the value from the related Project record. What you can do depends on how your Field Service Asset custom record links to the Project: If your custom record has a Project field…
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Hi @User_1D0ZP, Good day! Just following up on this thread in case you missed our comments above. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!
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Hi @User_BCKYD, Good day! Just following up on this thread in case you missed the comments above. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you! -Lyka
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Hi @KNason76 Thanks for reaching out. Based on your screenshot, the <a href=…> HTML is now being escaped (shown as text) instead of rendered as a clickable link. This commonly occurs after a NetSuite release update or a setting change that tightens HTML rendering/sanitization for security. You can try the following below:…
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Hi @User_QQ76D, Good day! Just following up on this thread. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you! -Angelica
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Hi @User_QZRZD, Are you still in need of a little assistance with your inquiry? If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!
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Hi @User_QQ76D, Good day! Just following up on this thread in case you missed the comments above. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you! -Angelica
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Hi @User_1D0ZP Since these bank accounts are for operational tracking only (not for posting transactions) and don’t have a 1:1 relationship with GL accounts, the best approach is to maintain them as a standalone record, such as a Custom Record (e.g., “Company Bank Details”). This will allow you to capture all required…
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Hi @User_QZRZD, Have you seen the latest comment above? If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!
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Hi @User_QZRZD, Have you seen the latest comment above? If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!
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Hi @User_ERC48, I highly suggest that you file a Support Case to our Support team since they have the possibility to access to your replica account for testing which in this case is needed. Thank you for your understanding. -Angelica
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Hi @Chan Man, Good day! If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!
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Hi @RobertBongers , Scheduled workflows often send emails without a specific Invoice Group record “attached”. When that happens, the template has nothing to merge from, so fields like: ${invoicegroup.invoicegroupnumber} ${invoicegroup.customer} ${invoicegroup.trandate} come out blank. What to check: Workflow record type…
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Hi @TOSSWARE, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!
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Hi @User_GXSDU, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!
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Hi @Chan Man, This is expected behavior: when you set Lead Source = Campaign on a contact, NetSuite will typically default the associated Event to [Default Event] on initial save. The sub-event usually isn’t selectable/applied until the campaign response/lead source association already exists—so you only see it after…
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Hi @Chan Man, Good day! Just following up on this thread in case you missed our comments above. If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!
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Hi @RobertBongers, This usually happens because a Scheduled Workflow doesn’t have the Invoice Group record context, so the template merge objects (invoicegroup / transaction / record) resolve to null, resulting in blank fields. Please verify: The workflow is configured to run per Invoice Group record (e.g., initiated via…
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Hello @User_M1OCU, Since our support scope is only limited within the NetSuite Support Community, we can only recommend consulting your technical requirements with your in-house developer or you may avail of the services of our Professional Services or Advanced Customer Support Teams through your Account Manager so that…
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Hi @Kirtee Jeetah-Naran, Good day! If the answer in it was able to resolve your concern, please let us know by clicking the "Yes" in the "Did this answer the question?". We'd really appreciate it. Thank you!