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Hello @kimbel, Good day to you. Unfortunately that wouldn't be possible since the Custom Date Fields are independent and does not have the capability to have a filter similarly to what you have shown. This might be possible through heavy scripting customization but you might need to check with your in-house developer. Hope…

Hello @User_TQMLE, The reason ${line.paymentlink} doesn’t work is because statement.lines doesn’t have access to custom fields from the invoice record. Instead, use statement.transactions to loop through invoices and pull the payment link using a custom field like custbody_payment_link. This way, the payment link shows…

Hello @DustinMMS, To solve this, you can create a custom record called “Service Location” that stands on its own—separate from the customer. This lets you link multiple customers to a single location, without needing to constantly change ownership. You’d then add this custom Service Location field to cases, sales orders,…

Hello @User_01MNO, Thank you for bringing up such an interesting topic! 🌟 This is what the NetSuite Community is all about—supporting each other. Let's hear your thoughts, everyone!

Hello @Sean Murphy Just touching base on this. Let me know if you require further support! 🙏

Hello, To add a unique payment link per invoice on your Advanced PDF/HTML Statement Template, using the ${line.paymentlink} merge tag is not supported by default — because the statement template loops through invoices but doesn't have built-in support for fields like paymentlink at the line level. Workaround You need to…

Hello @User_TQMLE, I just wanted to confirm on which record this link is located? So I can some testing on my end. Thanks!

Hello @Sean Murphy This SuiteAnswers Article might help you out "Conventions for Naming Custom Objects (ID: 100158)". Let me know if it suffices your requirements.

Thank you @brocha for jumping in with this great question! 🚀 The NetSuite Community thrives on collaboration—let's all come together to provide some valuable insights. Community, your expertise is always welcome!

Hello @FM____hx, Circling back to check if this concern is resolved. Let me know if I can help further! 👋

Hi @RobSpector, Thank you for jumping in with this great question! 🚀 The NetSuite Community thrives on collaboration—let's all come together to provide some valuable insights. Community, your expertise is always welcome!

Hello @hailey Just touching base on this. Let me know if you require further support! 🙏

Hello @User_P6PVX, Thank you for jumping in with this great question! 🚀 The NetSuite Community thrives on collaboration—let's all come together to provide some valuable insights. Community, your expertise is always welcome!

Hello @hailey Perhaps setting it to After Record Submit. Though it would set the field value after saving the record.

Hi @jmack_admin Totally understand—your approval logic is more layered than a simple “freight vs. PPV” check, and you don’t want to disrupt any of the existing 3‑Way Match rules. By isolating your new criteria in its own workflow state (evaluated first) and making sure each condition is mutually exclusive, you can preserve…

Hello @FM____hx, Just touching base on this. Let me know if you require further support! 🙏

Hello @User_FNTZQ You're correct — the native Vendor field on transaction forms cannot be filtered directly using a saved search or segment restrictions, which is the key limitation here. Why It’s Not Working: The Vendor field on standard forms is a hardcoded reference field. Saved searches and custom segments cannot…

Hello @User_BD08X, Circling back to this concern. Let me know if I can help further! 👋

Hello @User_BD08X, Good day to you. But currently it is listed as enhancement on our system under Enhancement number #132510 Setup > Customizations > Transaction form PDF Layouts >Click Customize for 'Standard Statement Layout', 'Classic Remittance Slip Layout', or 'Standard Disclaimer Statement Layout': Ability to create…

Hello @hailey You're on the right track by creating a custom checkbox field on the vendor record (e.g., "Provides Recurring Services"). However, to restrict the vendor field on your custom transaction form (e.g., Blanket Purchase Order) so that only those vendors appear, you’ll need to take one of the following approaches,…

Hello @FM____hx, Would you mind sharing the source code for your Advanced PDF/HTML template?

Hello @User_FNTZQ Circling back to check if this concern is resolved. Let me know if I can help further! 👋

Hello @jmack_admin Understood here's what you can do: Use a Saved Search to Flag Bills with Target Accounts Go to: Reports > Saved Searches > All Saved Searches > New > Transaction Filter by: Type = Vendor Bill Account (Line level) = Freight / Shipping / PPV GL Make sure "Use Expressions" is checked to group logic In the…

Hello @jmack_admin Apologies for missing that! You're absolutely right — the Sublist Action Group in NetSuite workflows currently only supports the Item sublist, not Expense or Other sublists. Try this instead: Create a Saved Search for Vendor Bills where a specific GL Account (Freight, Shipping, PPV) is used in expense…

Hello @User_FNTZQ You've already tried custom segments and restricted access at the role level — this is the right idea but limited. It restricts editing or selection in some areas but does not filter record visibility in dropdowns or global searches. Saved Search Filtering (for Custom Forms) On custom transaction forms…

Hi @User_CDQ4X, Awesome question! 🔥 Your curiosity helps us all learn. To the NetSuite Community, let's collaborate and share what we know to make sure we get this resolved.

Hello @jmack_admin, Here's a simple way to approach the workflow, hope this helps: Customize 3-Way Match Workflow to Check GL Accounts: Clone the Standard Workflow Go to Customization > Workflow > Workflows. Find and copy the 3-Way Match workflow used for Bill approval. Set Workflow Record Type Use Vendor Bill as the…

Hello @JenniferTrejo, Circling back to check if this concern is resolved. Let me know if I can help further! 👋

Hello @User_7NK3Q, Thanks for reaching out! 💬 This is the perfect place to get answers, and the NetSuite Community is always ready to help. Let’s open up the discussion and share some insights

Hello @User_BFULE, Thanks for reaching out! 💬 This is the perfect place to get answers, and the NetSuite Community is always ready to help. Let’s open up the discussion and share some insights