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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
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Re: Workflow for Transfer Order - how to check items for condition?
Yes, try "After Record Submit" or "After Field Edit" triggers with the Saved Search condition.1 -
Re: Workflow > Customer Address TIN to Transaction TIN
Hey @User_5FWNK, The Workflow probably can't access that field. In that case, the primary option is to use a script.1 -
Re: Workflow for Transfer Order - how to check items for condition?
Hey @User_S8PAJ, You can try using a Saved Search for the Workflow Conditions, which often provides the most flexibility.1 -
Re: Custom Transaction Body > List/Record > Contacts - Filter to ALL contacts associated with Entity
Thanks for the clarification, @Glaced999991, The Contact has two company joins, "Company (Primary)" and "Company". The "Company (Primary)" is the one that appears in the…1 -
Re: Your account has been identified as eligible for an automated upgrade to SuiteTax
Hey @Gino Matthys, There is a risk that the upgrade will impact the E-invoicing Integration. NetSuite specifically mentions the following in the FAQ: If you use any third-party integrations, particul…2