User_ZCWF3 Gold Medal

{today} might work.

 @User_DFQMH This is what worked for me: Create Workflow Field after you create the Workflow For state 1: Set the workflow field that you created: For state 2:

For us, it would be Customization > Lists, Records, & Fields > Other Records Fields > New and then the Record Type would be Manufacturing Routing.

This is the info I'm finding when I click on the field help for the Average Cost field located in the Item/Cost Detail section: This field displays the current average cost of the item across all locations. Using the weighted-average method, the average cost is calculated as the total units available during a period…

Perhaps this will work: (case when {quantityonorder} is null then 0 else {quantityonorder} end) + (case when {quantityonhand} is null then 0 else {quantityonhand} end) - (case when to_number({minimumquantity}) is null then 0 else to_number({minimumquantity}) end)

Hi @Tigran Shahnazaryan , Thanks for your help! For example - the entity record shows NET 30. The invoice history could be a mix of Pre-Pay and NET 30. There also could be instances where there are 0 invoices at all. If the most recent NET 30 invoice is older than x years, my finance department wants to review them. If…

Thank you @Shiela Marie Villaluz-Oracle !

@User_JI1MI - what does your output look like when sorting by internal id?

Saw this post: https://community.oracle.com/netsuite/english/discussion/4489047/how-to-hide-fields-on-the-invoice-form Is it because you're using rec.getField instead of form.getField?

thanks!

@User_EK7UE - were you able to get that figured out? I'm facing the same issue now.

@User_DR9DT - sorry - it was shown in your screenshots…😣 I did the setup exactly how you had it in your first post in my sandbox and could get the saved search to show up when I edited the custom field and went to validation & defaulting tab 😕 Just being me - if I were in your shoes, I would try creating a whole new custom…

@User_DR9DT - sorry if you mentioned this already, but your custom field is a Transaction Body field and you can see that field in the sales order header (without a value)?

@User_DR9DT - was the custom field updated to apply just to sales orders as well?

Have you tried having the custom field & search apply to Purchase Orders only vs PO and SO?

Hi @Clarisa De Torres-Oracle, @Angela Bayliss , Appreciate your time and input! I'm running the summary report (not customized - just Reports > Financial > Income Statement), but do click within it to get the detailed line information when it has loaded. If my preferences are set to Report by Period on Financials only, it…

Hi @User_JI1MI What if you sort by internal id?

Do you use advanced shipping? We fill in the shipping cost field on our item fulfillments, and it carries over to the shipping cost field on the invoice.

Thank you @Pratik Teredesai-Oracle - I really appreciate your help!

I think in Set Field Value you want {id} ?

I have a script that runs that return my quote id and stores it in the created field: My next state is where I redirect:

I think the field may need to be setup differently. This is how I have mine setup for a workflow similar to what you're trying to do: Obviously, change to the transaction type you need:

Can you show how the Use Case Current Record field is setup?

Is Use Case Current Record (Workflow) available?

I believe this needs to be the tranid field that you're trying to go to:

Hi @Pratik Teredesai-Oracle - The issue at hand is not what you were researching above. The issue is as follows; Entity Record has multiple Sales Team Members associated to it Customer Saved Search Created Send Email Alerts Selected Selecting Email Recipients from Results, field Sales Team Member doesn't email all Sales/CS…

Hi @Angela Bayliss - yes, my most recent test was with only 1 sales rep marked as primary with 100% contribution and 1 CSR rep and it only emailed the CSR rep…I think I'll just have to make multiple saved searches and select the recipient that way vs have it select the recipients dynamically. Thanks for your suggestions! I…

Hi there, Neither provided a solution.

Hi @Pratik Teredesai-Oracle - that doesn't seem to work. I added the field "Sales Team Member" to the Customer search results: Kept the email setup the same: Per NetSuite's Sent Email List, only the CSR Rep was sent an email.

Hi @Angela Bayliss & @Dext3r - Thank you for the help! I'll do some testing based on your suggestions and see if I can get it to work how I want it to :)