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NSC | Remove -New- in Custom Lists
There is a requirement to hide or remove the -New- option in a Custom List. To do this, we need to edit the Permission of the Role so that the Custom Role cannot add new values for the Custom List. Kindly follow the steps below: Navigate to Setup > User/Roles > Manage Roles Click Edit beside the Custom Role Click…
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NSC | Fields in Custom Record Configuration is Disabled
When editing a Custom Record, there are scenarios where the fields such as Include Name Field, Show ID, and Access Type are disabled in the Custom Record configuration. A reason for this is because the Custom Record is associated with a Custom Segment. For additional reference, kindly check the following SuiteAnswers…
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NSC | Replicate the Item Creation on Other Custom Center Links
There are scenarios where users need to move the Item creation in a different Center Category. Since we cannot move the standard categories from its center, we can create a custom category for a Custom center. In this scenario, we will create a Custom Center Link that will replicate the creation of Items. Kindly follow the…
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NSC | Print Other Currency Symbols in Advanced PDF/HTML Template
There is a requirement to print the transaction currency symbol on the Invoice template using Advanced PDF/HTML. In this scenario, a user needs to print the Yen symbol instead of the Dollar symbol in the Invoice template. Kindly follow the steps below to replace the currency symbol printed: Navigate to Customizations >…
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NSC | Source a Field from Project Record to Sales Order Record
There are scenarios where users need to source a Sales Order field to its related Project record. In order to do this, we need to create a Project Saved Search that will return the field that needs to be sourced and apply it in the Custom Field in the Project record. In this Sample scenario, Document number needs to be…
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NSC | Source a Field in a Pop-up Message Using Workflows
There is a requirement to display a Field in a pop-up message. To do this, we can create a Workflow that uses a Show Message Action. In this scenario, we need to display a pop-up message before saving the record that will display the Memo field in the pop-up. Kindly follow the steps below for the setup of the Workflow:…
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NSC | How to Activate and Deactivate OpenID Connect (OIDC) Integration
Scenario The user wants to disable an OIDC integration for one of their inactive integrations. Solution To deactivate an OIDC Integration with any integration, the user can: 1. Go to Setup > Integration > NetSuite as OIDC Setup (under Manage Authentication). 2. Click on Deactivate on the row that you want to disable. 3. If…
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NSC | How to resolve script error: MODULE_DOES_NOT_EXIST
Scenario The user has a client script that when he tries to create a script record in NetSuite using this file, he encounters the MODULE_DOES_NOT_EXIST error. Solution First thing we need to check is the content of the script itself. The define function at the beginning of the script contains the modules that are loaded…
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NSC | Send an email with an attached CSV from a saved search result
Scenario The user wants to extract the list of items that are pending fulfillment for all sales orders in a CSV file every week, and have the file sent to him and his team. Solution This is achievable in several ways including workflows, but in this example, we will be using a scheduled script. The script in the sample…
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NSC | Display a Pop-up Message Depending on the Customer Using Workflows
Users need to create a Workflow that can show a custom pop-up alert message with a condition that depends on the Fields in a Record. In this scenario, a Pop-up message will be displayed depending on the Customer selected in the Sales Order record. Kindly follow the steps below for the setup of the Workflow. Navigate…
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NSC | Create a Custom Field on Other Records
Custom Fields can also be created on other records aside from Transaction, Entity, and CRM records. In this scenario, we will create a Custom Field in the Company Record. To do this, kindly follow the steps below: Navigate to Customization > Lists, Records, & Fields > Other Records Fields > New Record Type: Select Company…
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NSC | Apply Custom Segment on Main Line
There are instances that users also need to create a Custom Segment on the Main Line section of the Record. In the Custom Segment's configuration, the first subtab displays the segment in the Main Line of the Transaction record wherein the Transaction Columns subtab displays the segment in the Transaction's sublist. To…
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NSC | Add Permissions in Custom List
There is a requirement to allow a Custom Role to edit a specific Custom List, without having the ability to edit other Custom Lists. Since Custom Lists do not have a Permission feature unlike Custom Records, a workaround is to convert the Custom List into a Custom Record. Once the Custom List was converted to a Custom…
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NSC | Set a Bank Details Record to Inactive if the Parent Vendor is Inactive using Worflows
There is a requirement to set a Bank Details record to inactive if the Parent Vendor in the said record is also Inactive. To achieve this output, a Scheduled Workflow can be used to update the Bank Details record. Kindly follow the steps below to setup a Scheduled Workflow: Create a Saved Search that will identify the Bank…
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NSC | Change The Date Format in Check Template using Advanced PDF/HTML Template
There is a requirement to change the printed date formats in Checks. To do this, we need to edit the Source code of the Check template and change the format there. Kindly follow the steps below: Navigate to Customization > Forms > Advanced PDF/HTML Template Edit the preferred Check Template Add the following code:…
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NSC | Print a Customized Footer Message in Advanced PDF/HTML Template
There is a requirement to print a customized message in the Footer section in every page of the Transaction record using Advanced PDF/HTML Template. To do this, we need to edit the footer section in the source code of the template. Kindly follow the steps below: 1. Navigate to Customization > Forms > Advanced PDF/HTML…
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NSC | How to notify other users when a script encounters an error
Scenario The user wants their team of developers to be able to receive emails when a script runs into an error. By default, only the script owner receives this email. Solution 1. Go to Customizations > Scripting > Scripted Records. 2. Open the Script in Edit Mode. 3. Go to the Unhandled Errors Subtab. 4. Input the email…
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NSC | How to create a Portlet Script with Inline HTML to display an image from the File Cabinet
Scenario The user has an announcement that they want to display in NetSuite using a custom portlet and when users click on the image, they will be redirected to another page. Solution In this example, I used the SuiteAnswers’ home page as the value of the href attribute in the <a> tag and then took the file link from a gif…
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NSC | Transform Custom Transaction Using Workflows with SuiteScript
To use SuiteScript to create a custom action to perform a transformation, use the redirect.toRecordTransform(options) method. The method takes the source transaction, opens the form of the destination transaction and fills data in the form based on the source transaction. If a field is available in both the source and…
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NSC | Use Due Date on Workflow
Upon creating a workflow, an error on the Workflow log shows. Due Date is not available on the record. There is an existing enhancement saying that the Due Date is not possible to show on the Credit Memo unless we create a Custom Field. Enhancement #501410 Transactions > Credit Memo / Customer Payment > Please add a DUE…
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NSC | Show Value of Field before Status Change
For us to show the value of the field even before the status change on the Work order so the date BEFORE the Status is changed to 'In Progress' , we must create Saved Search first and create a Custom Field. 1. Navigate to Lists > Search > Saved Searches > New 2. Select Transaction 3. Follow the setup below 4. Create a…
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NSC | Trigger the Button created by Script
Script triggers when a button is clicked, but on some scenarios, customers need it to be always be clicked and customer likes to set a workflow to say for example when the status changes to closed click the button. The only way to do what you are describing is to use the DOM and get the button element and click it. I'm not…
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NSC | Check Duplicate Order numbers
In some cases, a user may need to warn users that there are potential duplicate records. To achieve this, a user would like an error message to be displayed once the user creates an Sales Order with an existing Order Number already used with the same customer. This is achievable through Scripts Execute a Search: var…
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NSC | Roundoff Field to show on Advanced PDF Template
item.rate on Quote records are normally not rounded off. Currently it displays the item rate with two decimal places. If desired, we can show it as round-off or as a whole number. For example, it should be $5098 instead of $5098.16. To achieve this, we would need to create a Custom Line Field. Here's what the setup should…
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NSC | Add Color on Custom Field
We could add color on the Custom Field depending on what color it should be. We can also add conditions for it. Here is the formula we can use: CASE WHEN {trandate}>{custbody215} THEN '<p style="font-style:italic;background-color:#F36161;text-align: center;">LATE ' ELSE '<p…
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NSC | Compare Employee
Employee names coming from employee records needs to be compared if both the employees are same or not. Fields are called ‘requested by’ and ‘approved by’. If both fields have same employee names then it should show all those records. It is not possible to do this on the Criteria on a Saved Search but I have been able to…
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NSC | Purchase Order Send Email Action to Secondary Approvers
When an employee creates a Purchase Order that is above their purchasing limit, the PO Approval Status is set to Pending Approval and the next approver receives an email. However, when the next approver, approves the PO, the second next approver does not get a notification email. When the final approver approves, the…
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NSC | Hide Third Party Fields
Third party fields usually cannot be edited since they are not created from NetSuite and/or are not Standard fields. Unfortunately there are a handful of fields in NetSuite that are not present when customizing forms with 3rd party billing being in that category. We can still hide some of them by disabling preferences…
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NSC | How To Detect Duplicate Values in Fields Using Saved Search
There is a requirement to create a Saved Search that will detect if a Custom Field's value has a duplicate on other record. To do this, kindly follow the steps below: In the preferred Saved Search, click Criteria Click Summary Summary Type: Select Count Field: Select Internal ID Description: is Greater than 1 Click Results…
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NSC | Bypass the Workflow in Memorized Vendor Bill Approval
There are Memorized Vendor Bills that when created each month always go to Pending Approval even though Accounting Preference is set to Approved for Vendor Bills. In order to bypass the Workflow in Memorized Vendor Bill Approval using either the Context <> Bulk Processing (not listed under the Context selection) or the…