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Hello @brocha, You're definitely on the right track. Get Field Value is named as Set Field Value under Workflow actions; the one you highlighted on the picture. That would gather the needed information from any field on body level and set it on a designated field. If you click the Set Field Value on the lower part of the…

Hello @User_OWDXN, Your assessment is accurate. Given the hierarchical capabilities of both NetSuite and Salesforce, it's generally more efficient to directly align the account records between the two systems. This approach eliminates the need for custom record types and leverages the built-in hierarchies. Benefits of…

Hello @brocha, Great! Please take your time testing, and if any questions or issues come up during the process, don’t hesitate to reach out. I’m here to support you through it. Looking forward to hearing back from you!

Hi @NKusiak, Thank you for sharing the details. I understand that the changes in February 2024 affected your process of emailing receipts, especially with embedding the form inline in the email body. To address this, making the form more "HTML-friendly" is a common approach to ensure that it renders correctly in emails.…

Hello @brocha, Good day to you. Hope everything is great on your end. I just wanted to check in with you if you were able to take a look at the proposed solution. Let me know how it goes. 🙏

Hello @User_WJB7C, Thanks for posting this question. Hello everyone! Our fellow member, @User_WJB7C, could really use some support. If you have any insights or knowledge to share, please jump in and help them out! — In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New…

Hi @Matthew Pitkin, You're very welcome! 😊 I'm glad the detailed help has been appreciated. To clarify your question about selecting templates at runtime: This refers to the ability to choose the appropriate template during the process, either manually by a user or automatically through logic. For example, the system can…

Hello @Matthew Pitkin, I just wanted to check if you were able to go around and check my suggested resolution for you issue? Please let me know how it goes. Thanks!

Hello @brocha, Good day to you! Hope everything is fine on your end. To achieve your goal of creating a custom field that pulls the price level from the first line item of a quote, you can utilize a NetSuite workflow. Here's a step-by-step approach: Create a Custom Field: Add a text field to the quote record to store the…

Hello @User_YLNR4, I wanted to check in with you and make sure that everything is now clear. Did the information I provided help clarify the issue? 😊 I'm really hoping it did, and if there's anything else you'd like to go over or discuss, I'm here to help! Your satisfaction means a lot to me, so please feel free to share…

Hello @Matthew Pitkin, Thanks for patiently waiting for my response. Great question! When dealing with multiple bank accounts in NetSuite, especially if they relate to different subsidiaries, using conditional logic based on the subsidiary ID in your Advanced HTML Template is definitely one approach. By adding IF…

Hi @Elina Kourouzidou, Thank you for the update! I'm glad to hear that you've informed the client. If any future questions arise, feel free to post in the community or file a case via SuiteAnswers 2.0. We're always here to help.🤝

Hello @Matthew Pitkin, Good day! Thanks for bringing up your concern. Hey everyone, let’s come together and help Matthew out with his issue—your input is greatly appreciated! I'll try to do my research and provide insight later on if still necessary. __ In case you know someone who is new to NetSuite, we encourage you to…

Hello @User_YLNR4, Upon checking and doing my research here's what I have for you. We have limited regional information on data compliance. For comprehensive details, please visit the NetSuite Governance, Risk, and Compliance page. This resource provides valuable insights into data management practices. For specific…

Hello @User_YLNR4, Thank you for your inquiry. This is indeed a sensitive topic, and I want to ensure that I provide the most accurate and compliant information. I’m currently researching the recommended approaches and best practices for data storage and backup in line with the Companies Act, 2013, as well as how other…

Hello @Elina Kourouzidou, I hope you’re doing well! I wanted to follow up and see if the proposed solution worked for you. Were you able to create a custom record linked to your Custom Segment and manage attachments as needed? If you need any further assistance or have additional questions, feel free to reach out. Best…

Hi @Didik Rohadi, Thank you for the update. It’s great to hear that the solution is working well for your client. Treating it similarly to how we handle "Close Purchase Order" would be an interesting approach and could streamline the process further. I appreciate your feedback and hope this experience benefits others as…

Hi @User_TQMLE, Thank you for reaching out and sharing the details with us. We appreciate your efforts in trying to find a solution for your customer. We'll do our best to provide the assistance you need to make this process more automated. Stay tuned for any feedback or suggestions from the team! A fellow member needs…

Good day @Didik Rohadi, Thank you for sharing that information and for your uttermost patience and understanding. It sounds like you've already established a good workflow to prevent editing when the status is "Approved." To allow only specific roles to check the "Closed" column while restricting access to other fields,…

Hello @Elina Kourouzidou, While Custom Segments in NetSuite provide powerful ways to categorize and tag records, they don’t natively support attachments or adding subtabs like standard record types do. Unfortunately, you can't directly add a subtab with attachments to a Custom Segment. However, a potential workaround could…

Hello @Vernita, That’s wonderful news! I’m really glad to hear that the code worked as expected. If you need any further assistance or have more questions, feel free to reach out to us anytime. We're here to help make sure everything continues running smoothly! 🤗

Hi @User_HUK64, Thank you for the details and the screenshots. It sounds like you have a workflow in place to restrict editing when the status is "Approved," which is great for maintaining data integrity. To achieve your goal of allowing only specific roles to update the "Closed" column while keeping everything else…

Hello Didik Rohadi Let me take a look at this one moving forward. Let me try to test this on my end and I'll update you with my findings as soon as possible.

Hello @User_LVLRS Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights. __ In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them…

Hi @User_HUK64 Thank you for creating this thread. 😊 Hi, Everyone! You are welcome to join the conversation and share your insights. __ In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information…

Hello @US Water Systems, Inc., Thanks for giving me an update. You're absolutely right—the field needs to be editable to fulfill its purpose. Testing it to ensure that it doesn’t print on the checks while remaining editable is a smart move. If any adjustments are needed after testing, you can explore alternatives, such as…

Hello @US Water Systems, Inc., Thank you for providing the details and the screenshot. Regarding the Check Internal Note field, it appears that setting the field to "Inline Text" may prevent it from being displayed as an editable field on the check form. Switching it to "Normal" view allows for input, but this might affect…

Hello @Vernita, To display negative values in brackets on an Advanced PDF in NetSuite, you can use FreeMarker's if directive to check if the value is negative and then format it accordingly. Here's a basic template for how you can achieve this: <#if value?number < 0> (${value?abs})<#else>${value} </#if> <#if value?number <…

Hello @Marie4455 We would greatly appreciate your valuable expertise in assisting our member @Marie4455 with their inquiry. Your knowledge and input could make a significant difference in helping them find a solution. Thank you in advance for your contributions! __ In case you know someone who is new to NetSuite, we…

Hello @Amjad Kasem, Thank you for confirming that I understood your requirements correctly! Yes, it is possible to display the results using custom records and a script in NetSuite. Here’s how we could approach each point: Track daily price entries: We can set up a custom record to log daily price entries from vendors. A…