Jack Daryl Espiel-Oracle Gold Crown

Hi @Joanna Roman, Upon further checking, Workflows currently do not support setting Line-level fields on Weekly Timesheets. The following Enhancement Request has been filed for a possibility of future implementation: Enhancement 513097: Workflow> Weekly Timesheet> To be able to access sublist/line fields You can vote for…

Greetings @Joanna Roman, For Weekly Timesheets, you should set the Record Type to Timesheet as shown in the screenshot below as Time refers to individual Time Entries. Hope this helps. If you find this reply to your question useful, others might be as well. By clicking “Yes” on “Did this answer your question”, you’ll be…

Thanks for the additional information @PaulFleetwood. Testing on this, it seems that the concatenation operator you used in the formula which is '+' only works on Client Triggers and it could be the cause of the Invalid Expression Error. Can you try using double pipes (||) instead? Also, since you confirmed that you're now…

Thanks as well for the update @Sampath Kumar Rudra ? -Jack

Greetings @Liz Madrid, I have tried generating a Packing Slip on my end using the Standard Packing Slip Layout like shown in your screenshot and the Disclaimer seems to be printing just fine. See screenshots below: The barcode could be overlapping with the disclaimer statement on your end. To confirm, you can temporarily…

Thank you for sharing this information with the community @JohnCirocco! We greatly appreciate all of our member's contributions here in the NetSuite Support Community ? @Tybrneryan - Feel free to click "Yes" on “Did this answer your question”, for John's answer if the given solution works for you. By doing this, you’ll…

Thank you as well for the update @Vernita! We look forward to the results of your testing ? -Jack

Greetings @BWM- Shem, Upon checking, the option to add a Header showing the Search Title in Exported Searches is currently not available in NetSuite and the following related Enhancement Request has been filed for a possibility of future implementation: Enhancement 171314: Saved Search > Results > Export to Excel/CSV >…

Hi @Sampath Kumar Rudra, Did the given solution above help address your requirement? If so, we would greatly appreciate you giving us an update and clicking "Yes" on “Did this answer your question?” for the solution post which will also help us and the other community members track replies that are meaningful. If not, we…

Hi @PPetrova, Did the given solution above help address your requirement? If so, we would greatly appreciate you giving us an update and clicking "Yes" on “Did this answer your question?” for the solution post which will also help us and the other community members track replies that are meaningful. If not, we would be…

Hi @Vernita , Did the given solution above help address your requirement? If so, we would greatly appreciate you giving us an update and clicking "Yes" on “Did this answer your question?” for the solution post which will also help us and the other community members track replies that are meaningful. If not, we would be…

Greetings @User_XXC5P, Upon checking, the option to add headers and footers in exported reports is currently not available in NetSuite and the following related Enhancement Request has been filed for a possibility of future implementation: Enhancement 282161: Ability to customize exported Saved Search/Report, in CSV & PDF…

No worries @PaulFleetwood. Just to confirm, are you getting the error in the UI upon setting the field(s) you selected in the Triggering Client Fields using the After Field Edit trigger, or is it occurring upon Mass Update using a Server Trigger (Before Record Load, Before Record Submit, or After Record Submit)? -Jack

Hi @Vernita, I have finished testing and here's an example implementation I did for tracking the user who created the record and setting up Approval Routing based on Approval Limits: Since there is no native Created By field on Purchase Orders, a Workflow Field can be created to store this information. Then on the Initial…

Greetings @User_LYA61, To add a Field Group to the Item Fulfillment, you need to customize the API | Item Fulfillment Custom Form shown in your screenshot in Customization > Forms > Transaction Forms > Click Edit beside the custom form. Then, you can add the field group in the Field Groups subtab. See sample screenshot…

Greetings @PaulFleetwood, Here are my answers to your inquiries: The Workflow above is set to all contexts and all Triggers, but is not triggered when the Stop field is updated via Mass Update. • Is there any way to get this workflow to be triggered when the field is updated via Mass Update? Since After Field Edit is a…

Greetings @Vernita, I'm currently doing some testing on this. I'll get back to you with an update ? -Jack

Greetings @PPetrova, Currently, NetSuite always uses the Preferred Statement Form for the attached Customer Statement PDF/HTML Document when sending statement emails. There is no option yet to select another form to use for the attached document. However, there is a workaround available in Advanced PDF/HTML Templates which…

Upon checking, the Forms of Accounting Lists including Payment Terms are currently not customizable. So, adding Custom Fields is not available. The following related Enhancement Request has been filed for a possibility of future implementation: Enhancement 573872: Customization > Lists, Records, & Fields > Other Record…

Greetings @User_EKY01, Thank you for posting a new inquiry in NetSuite Support Community. Tagging our gurus @Micah Timbol-Oracle and @Patrick Fresnosa-Oracle who might be able to help you out on this one. To others who have any ideas, feel free to share them here. -Jack

Greetings @Sampath Kumar Rudra, Currently, NetSuite does not have a simpler option in Basic Customization that lets you create a dropdown list of years without creating a very large Custom List. However, this might be possible using SuiteScript. Alternatively, you can create an Integer Custom Field instead with Minimum and…

Thank you for sharing your knowledge with the community @Pierre_Plourde! We greatly appreciate all of our member's contributions here in the NetSuite Support Community ? @Vernita - Feel free to click "Yes" on “Did this answer your question”, for Pierre's answer if the given solution works for you. By doing this, you’ll be…

Greetings @user1945860, Thank you for posting a new inquiry in NetSuite Support Community. Tagging our gurus @Micah Timbol-Oracle and @Patrick Fresnosa-Oracle who might be able to help you out on this one. To others who have any ideas, feel free to share them here. -Jack

Greetings @User_D244F, Upon checking on this, since the Employee Center role does not have the permissions for GL Accounts and it cannot be added when customizing the role, the behavior you observed is expected and the Internal IDs of Accounts will be always shown when printing transactions in that role. The following…

Greetings @paula.courtemanche, The Workflow related subtabs you see there are for the Custom Record for storing the File Drag and Drop Record Type configuration. The definition of the custom record can be accessed in Customization > Lists, Records, & Fields > Record Types > File Drag and Drop Record Type. See sample…

Greeting @lilywu, Upon checking, the ability to customize the Form of Location Records is currently not available in NetSuite and the following Enhancement Request has been filed for a possibility of future implementation: Enhancement 82537: Ability to customize the layout of the location form. You can vote for the…

Greetings @BWM- Shem, Upon checking, the ability to print the GL Impact Information on Payment Vouchers is currently a limitation of NetSuite and the following Enhancement Request has been filed for this: Enhancement 143440: Enhancement Request: Ability to print GL Impact on Transaction Vouchers You can vote for the…

Thank you for sharing your Workflow configuration @Vernita. It appears that the infinite loop occurs on the Approved and Edited PO States where the Transitions are repeatedly executed and the Workflow goes back and forth between those 2 states. To fix this, you should change Transition On for the Transition from Approved >…

Greetings @Vernita, Can you post some screenshots of the configuration of the Workflow that causes the error? It is usually caused by a Workflow that is stuck in an infinite loop. -Jack

Hi @Vernita, Here are my answers to your inquiries: However, I can't see how to have a dynamic approver set based on the employees approval limits. I tested this with setting a value (e.g. if approval status is pending approval, set the field value of approver to Joe Smith). That works fine though is there a way to achieve…