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Re: Saved Search formula to lookup a Project ID and return the Project Manager
Jervin,
That workflow was so far over my head, it's not even funny. Thank you for the detailed steps.
It took me a few tries to make it all the way through your procedure, but now I think that your solution will work for us.
In trying to go back and update the first week of June's timesheets, not all of the entries on an individual timesheet will update when you EDIT that timesheet. However, all of the entries do seem to populate the Project Manager field when you CREATE a fresh timesheet. Therefore, it may take a month to have our Searches provide all the PM's, but that is OK. This is way better than what we had (nothing).
Thanks again for the Workflow guidance. Not only will it help us in this situation, it will also help me to learn a little.
Please don't close this case for a day or two. That will give our people a chance to flush out any issues that they run into.
Re: How to restrict Email access from Vendor Invoice?
@Jervin Nicholas Teopengco-Oracle Thank you for the detailed steps. Please allow me 3-4 days to test this out and I will update the post
Re: ERROR : Field Payment Not Found
Hello @K Mukesh
Please use this formula,
Formula:TO_CHAR(TO_DATE(TO_CHAR(TRUNC({FieldID}, 0)),'J'),'JSP')
Re: Where we can find the standard List/record values
Hey Everyone,
Thank you for responding, I found below article which address my query.
Re: Is Employee not a valid result for transaction saved searches?
I can replicate your issue. Odd…
I agree, I would think if you have an "Employee" field on your Purchase Order… You should be able to just selected the Employee field without joining it.
Even trying to join to the Employee field returns no results.
I just tried replicating the search to the same results.
The "Employee" field is not available on the Transaction to select so I joined it too.
SuiteAnswer 78426 & 105304 Looks like you have to enable the Purchase "Requests" feature to make the
Solution
- Enable the Purchase Request feature
- Navigate to Setup > Company > Enable Features > Employees
- Purchase Requests: Enter Checkmark
Note: Under Time & Expenses section, you can find Purchase Requests checkbox. The purpose of this field is to allow employees to create purchase requests for the approval of their Supervisor/s. As per field level help,"Check this box to allow employees to enter purchase requests online. If you check this, you must also enable the Purchase Orders feature. If you want NetSuite to email supervisors when requests need to be approved, check Automatically Notify Supervisors on the Time & Expenses subtab of the Accounting Preferences page." - Click Save
- Open an existing Purchase Order
Note: The employee field should now appear on the mainline.
Although I just tested this in our Dev environment & created a purchase request then purchase order but still could not retrieve the Employee value in the purchase request or order.
The saved search is defined as
And results show Created by but not the value in the Employee field
CDuf
Re: Can't able to find Saved search to tag in Sublist
Hey @Veronica Steluta Mincior-Oracle Thanks alot it clarifies my Mistake. Thank you
K Mukesh
Re: Vendor - Number of Orders is empty.
Hi @Dext3r ,
Good day! Hope you are doing well. 😊
Upon testing on my end, I was able to reproduce the same behavior wherein the Number of Orders field is not populating any values.
You may try to create the Saved Search by following SuiteAnswers 23727 Create Saved Search Showing the Number of Transactions Created per Vendor.
If you want to incorporate it into your Vendor Saved Search by using the joint field Transaction Fields…, you may add the following Criteria filters and Results fields:
I hope this helps! 😊
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