Jack Daryl Espiel-Oracle Gold Crown

Good to hear that @"Eklon"! You're very welcome -Jack @"Jack Daryl Espiel-Oracle"

That's good news @"Martha Hakes"! Glad I could help you -Jack @"Jack Daryl Espiel-Oracle"

Welcome back to , @"Eklon". We're doing great, thank you! To answer your question, Transaction Line Fields are needed to be applied to the following record types to make them available for the transaction records you specified: For Custom Segments, they should be applied to the following record types: In any case that the…

Thank you for providing our requested information @"Martha Hakes"! Upon testing on my end, here are the reasons your Workflow setup doesn't work: 1. The Show Message action does not prevent records to be saved because its purpose is only to display a message. For your requirement, use the Return User Error action instead.…

Greetings @"ERP Admin", This question has been asked before by another user in the following thread: Changing the name of the Printed Record Advanced PDF/HTML If you have further inquiries, please let us know. -Jack @"Jack Daryl Espiel-Oracle"

I had considered your option of a scheduled workflow to make the change, but because I am sourcing the custom fields for the number of calls / emails from a saved search (and not storing the values), I don't think I will be able to use those in another saved search in to serve as the source for the scheduled workflow (as…

Interesting question, @"PaulFleetwood"! Upon checking on this, here are my findings: 1. Since both Workflow and SuiteScript do not have realtime triggers when a New Email is received nor a New Activity has been created for a Lead, one possible solution is to create a Scheduled Workflow/Script that executes every 30 minutes…

Welcome back to , @"Ning"! Upon testing on this, your requirement cannot be addressed by Basic Customization (SuiteFlow included) since Address data in NetSuite are Subrecords. These types of records can be only accessed by SuiteScript. For more information, refer to SuiteAnswers Article 61062: Understanding Subrecords.…

Thank you for the confirmation @"3963645". Upon checking on this, Custom Multiple Select Fields are currently unavailable as Saved Search Filter as a limitation and the following Enhancement Request has been filed for this: Enhancement 164787: Saved Searches > Available Filters tab > Custom Field of Type is Multiple-Select…

To clarify your requirement, are you trying to display a message for the user in the Web Store upon order submission if they are B2C Customer, or is the message intended for Company Internal persons who manage orders? -Jack @"Jack Daryl Espiel-Oracle"

Greetings @"3963645", Do you mean the Show in Filter Region option in Available Filters sublist? since I was able to add a Multiple Select filter. See screenshot below: -Jack @"Jack Daryl Espiel-Oracle"

Interesting question@"raymondand4"! Since customization on sublists on bulk processing pages such as the Order Items Page is User Level (similar to User Preferences (Home > Set Preferences)), the customizations apply only to the current user and it cannot be shared with other users. Each user should configure these…

Greetings @"RickG_1136", I have good news for you! Upon further researching on your desired result, it appears that a direct solution is available by using the selectedtab parameter in the URL. For example, for the Address subtab in the Customer Record to be selected by default, append &selectedtab=address to the URL.…

Welcome back to space @"Martha Hakes"! Can you post some screenshots of your Workflow setup so that we can also test it out on our end? -Jack @"Jack Daryl Espiel-Oracle"

Hi @"Kenny Wise", Are you trying to display a barcode derived from a field value in the Sales Order PDF? If this is the case, it can be done via Advanced PDF/HTML Templates using the <barcode> tag. For starters, you can refer to the following SuiteAnswers Articles: 48809: Source Code Editing to Customize Advanced Templates…

Nice answer @"JCirocco"! That is the way to do it. Here are the SuiteAnswers Articles that describes the solution: 79121: Customize Form to Filter Item Dropdown List on Transactions 9048: Filtering the Items Dropdown List on Transactions We appreciate your contributions to the space! -Jack @"Jack Daryl Espiel-Oracle"

What you describe in point 2 sounds like the correct behavior, but we do not use project records so I have no experience with those specifically. Thank you for confirming this. Unfortunately, Transaction Templates that behave similarly to Project Templates is currently unavailable in NetSuite and the following Enhancement…

Greetings Wendy, If you need another Class dropdown field with the same options as the original Class field, you can create a Custom Item Field in Customization > Lists, Records, & Fields > Item Fields > New. Refer to the screenshots below for a sample configuration of the Custom Field: Expected Result: Note: Features of…

You're welcome @"HertsChris" Glad I could help you. -Jack @"Jack Daryl Espiel-Oracle"

I have finished testing and came up with the following possible solution: In the Create Record Action, try setting the formula for the parameter that pertains to link to the Parent Record to {id} as shown in the screenshot below: Expected Result: Let us know how it goes on your end. -Jack @"Jack Daryl Espiel-Oracle"

Greetings @"Charles B", We would like to ask the following additional information for us to help you better in your inquiry; 1. In the Accounting Preferences (Setup > Accounting > Accounting Preferences), under Order Management subtab, what is the value of the Default Sales Order Status field? 2. To clarify your…

Greetings @"4273432", Are you posting this inquiry due to an error you encountered on your end? If so, it could be related to a defect earlier: Defect 597336: NA Central > Unexpected Error The Urgency Level for the defect is U1 which is the highest priority and should be fixed by now. If the error still persists, contact…

Welcome back to space @"HertsChris"! Interesting question you have there. Allow us to test your setup on our end. We will get back to you with an update. -Jack @"Jack Daryl Espiel-Oracle"

According to the list of supported fields in the SuiteAnswers Article I provided, List/Record Type fields do not support Search-based results and filters yet. Also, I have looked up my end for another possible solution to your requirement via Basic Customization. But, it appears that the Custom Field Filtering feature…

Hi @"DanDeHaven", Can you create a Saved Search configured to return a Single Summarized Result for your requirement like in the example screenshots below? If the above is applicable, a Custom Field solution is available which is described in the following SuiteAnswers Article: 31727: Creating Custom Fields with Values…

You're welcome @"david5266"! Glad I could help you. -Jack @"Jack Daryl Espiel-Oracle"

Thank you for posting your inquiry in space @"DanDeHaven"! Allow us to perform some testing for a possible solution. We will get back to you with an update -Jack @"Jack Daryl Espiel-Oracle"

Greetings @"Neo_Suite" Thank you for posting your inquiry in the space. Let's see what our guru @"Camille Cagalingan-Oracle" has to say about this. -Jack @"Jack Daryl Espiel-Oracle"

Greetings @"asha.jena"! Is the bundle still not found by searching by its Bundle ID? See sample screenshots below: Source Account: Destination Account: -Jack @"Jack Daryl Espiel-Oracle"

Apologies for not so soon reply Clarisse. Upon checking, adding a signature on the fly to PDF Forms similar to DocuSign is not natively available in NetSuite and the following Enhancement Request has been filed for this: Enhancement 16152: Provide for a digital signature (e-signatures) for checks and other transactions You…