Red Velasco-Oracle Gold Trophy

Hello @User_6DRLX, 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!

Hey @Benjamin Paul - USA, Just touching base on this. Let me know if you require further support! 🙏

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

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

Good day @KT-DXTC, Regarding the file output issue: The standard BoA/ML positive pay format is hardcoded to generate a .txt file. Changing the extension or encoding manually can break the format logic, which is why no checks appear. To output as CSV, you’d need a custom positive pay format script specifically designed for…

Hello @User_WCJJZ, Please don't select any event types, so it would apply to all instances. Saved and please try again

Hello @User_WCJJZ, Have you tried Entry on the Trigger On value? If not kindly try. Also please take a screenshot of the workflow history on the record you tried to run this. Best Regards, Red

Hello @User_WCJJZ, 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! It would also be much appreciated if you explain further your concern detailed.

Hello @User_BD08X, Good day to you. This issue happens because Vendor Credits do not support the “Make Copy” action natively in NetSuite—even if the “Save & Copy” option is checked in the form customization. The “Save & Copy” checkbox only controls whether the button shows if the record type supports copying at all. For…

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

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,…