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Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
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@User_YMWNR - yes, you can do it via Custom Field with a Saved Search (with required criteria) showing the results.
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Hi @Gaurav_NS, A few questions: What is the "Type" in the Criteria tab? Do you have the "Main Line" as "True" or "False"? Note that in some cases, you may need to use a different field (e.g., Employee : Name/ID) to filter the results by Employee Name. Thanks. Best, Tigran
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Hi @Gaurav_NS, You can do it for Projects with a Charge Based Billing by using the Group Order field on charges. You can also customize/automate the assignment of the Group Order on charges based on various criteria. Best, Tigran