Jack Daryl Espiel-Oracle Gold Crown

Greetings @User_B0LRJ, With the Basic Printing Type set in your preferred check form, the check template being used is set on the Subsidiary level in Preferences subtab > General subtab > Check Default Chart Type field if you are using NetSuite OneWorld. Otherwise, it is the Check Template set as Preferred in Customization…

Hi @User_HPB3I, If the file is located outside the NetSuite File Cabinet, create a Hyperlink Type Custom Field instead where you can specify the file URL. Otherwise, specifying the URL is not necessary since you can directly select the file from a dropdown list with the provided solutions in the previous post and it will…

Hi @User_C92C9, You may have to use SuiteScript to automate the process since your scenario is complicated to calculate. Please be informed that the scope of our support here in NetSuite Support Community does not include the creation and implementation of any complete scripting solutions from scratch. For this, we…

Yes, that makes sense @User_C92C9. Thank you. A possible solution that is flexible enough for your scenario is to create the Billing Period Start date and Billing Period End date Custom Line Fields applied to Sales Order and Invoice lines where you can manually enter the specific service period dates for each line item and…

Greetings @User_HPB3I, There are 2 ways to address your requirement: 1. Use the Files sublist under the Communication subtab to attach a file in the File Cabinet to the transaction. See the screenshot below: 2. Add a Custom Document Field in the transaction where you can select a file in the File Cabinet to be linked.…

Hi @Rumaysa Mirza, Your case might be similar to the following related thread: Can you check if the best answer applies as well for you? -Jack

Hi @User_C92C9, How does each line item relate to each billing period? Say with your example, Term Start Date: 01/01/2022 and Term End Date: 12/31/2022, is the following sample output correct? Line 1: Item 1 - Billing period Start date: 01/01/2022 - Billing period End date: 03/31/2022 Line 2: Item 2 - Billing period Start…

Hi @Vernita, A pop-up Suitelet can be used alternatively for your use case with a button that invokes it at the upper part of the form since scripts can only add buttons at that portion, but the native create record button in the child record sublist cannot be removed by itself. If you wish to replace the functionality of…

Greetings @Brian Finlay, Thank you for providing some additional information. To answer your question, you need to have a direct link between the two transactions for the Sales Order Saved Search to pull the value on the related Purchase Order. If the Purchase Order is created independent of the Sales Order (Standalone…

Hi @Vernita, Since the functionality of the native create child record button in the parent record cannot be customized, it only redirects to a new page, unfortunately. -Jack

Hi @Vernita, Testing on this, it seems that a Custom Field in the custom record is pre-populated with the link to the parent record when creating a custom record from a parent record. See the sample screenshot below: With that said, you can create a Workflow deployed to the Custom Record that checks if the custom field is…

Greetings @Vernita, Thank you for posting a new inquiry in NetSuite Support Community. We will look into your inquiry and will get back to you with an update. To other members who have any ideas, feel free to share them here. -Jack

Hi @Tom Dalton, Do you still need assistance with this inquiry? If so, we would appreciate you providing the additional information we were requesting in the previous post. -Jack

Hi @Tom Dalton, Can you post some screenshots of your Saved Search settings so that we can test it out as well? Remove/mask any sensitive information. -Jack

Thank you for providing additional details @Tom Dalton. If you only need to display the field value from the Item Fulfillment on a Saved Search, you do not need to apply it to the Sales Order. You just need to use the Applying Transaction option in the search. See screenshots below for an example: Item Fulfillment: Saved…

Greetings @Tom Dalton, In your case where you first assign the value of the Custom Field in the Item Fulfillment, basic customization will not work and you need to use SuiteScript to update the field on the linked Sales Order. Workflows will not be able to do it either since it can only write to fields in the record it is…

Thank you for providing the requested information @Rumaysa Mirza. Just to confirm, the Transaction email (Estimate) is being sent to the employee via the Email option in Communication subtab > Messages subtab. Then on the Email Message screen, you manually type in the employee's email on the Email Address field, and on the…

Greetings @Martha Hakes, If you are also a user of Web Services, you can set yourself as a concurrent user. But it is up to you on which Web services user(s) to allocate the additional concurrent requests brought by SuiteCloud Plus. It is also correct that you normally wouldn't need to do anything on your end as you may…

Greetings @User_9F2NC, Thank you for posting a new inquiry in NetSuite Support Community. Our gurus who specialize in this subject will look into your inquiry and will get back to you with an update. To other members who have any ideas, feel free to share them here. -Jack

Hi @SWSearcy, Saved Search Formulas support a combination of some HTML, JavaScript, and Oracle SQL syntaxes. Since these languages are not exclusive to NetSuite and have broader uses, some solutions that use them are not documented in SuiteAnswers. For the ones that are in the documentation, I recommend the SuiteScript…

Greetings @SWSearcy, You can add the following Javascript Formulas to the Results subtab of the Saved Search for your Custom Sublist that almost replicate the Download and Remove functionalities in the Standard File Sublist: Download link: '<a href="https://<AccountID>.app.netsuite.com' || {file.url} || '" target="_blank"…

Hi @Rumaysa Mirza, Do you still need assistance with this concern? If so, we would appreciate you providing the additional information we were requesting in the previous post. -Jack

Thank you for providing the requested information @User_C92C9. One more thing, can you provide an example output on the form and PDF or sketch that shows your desired result? This is for us to visualize your requirement. -Jack

@Jeff Pineda, I just remembered that there was a similar thread with the same requirement that was posted here in the community. Here is the workaround stated by the author of that thread: Note: Click the date on the comment preview to go to the corresponding thread. Hope this helps ? -Jack

Hi @Jeff Pineda, Custom Segment values can be only defined as a Static List on the Values subtab of its setup page or on the associated Custom Record for it. This is by design, unlike Custom Fields where you can assign the Employee list as its options. I haven't found an existing Enhancement Request about this, so feel…

Greetings @Dirk Nieuwkamp, A way to approach this is to also apply the Custom Field on Sale Item then have a Workflow copy the value of the Create WO field to the custom field upon saving the Sales Order. The Custom Field and its value will be carried over during the creation of the Item Fulfillment. See sample screenshots…

Greetings @Jeff Pineda, Nice to see you around! Are you trying to pre-populate the Custom Segment based on the value of that segment in the record selected in another budget field? If so, select that budget field in the Source List column for Budget Import. See sample screenshot below: Also, the common cause of blank…

Greetings @Rumaysa Mirza, I have split your follow-up question into this separate thread. Let us use this thread moving forward. We would like to request the following additional information to assist you better: 1. What Transaction Type(s) are being received by the employee in other languages (e.g. Expense Report, etc.)?…

Hi @paula.courtemanche, Did the given solution work on your end? If so, we would greatly appreciate you giving us an update and clicking "Yes" on “Did this answer the question?” for the solution post which will also help us and the other community members track replies that are meaningful and you will also get closer to…

Greetings @ImeldaSanchez, Upon checking, the removal of the Custom option from the Ship To Select field is currently not possible in NetSuite and the following related Enhancement Request has been filed for a possibility of future implementation: Enhancement 81734: Manage Roles> Please add permissions for access to default…