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NSC | How to Copy a Performance Management Template
If you want to reuse an existing performance review template without starting from scratch. Instead of building a new template manually, you can simply copy an existing Performance Management template in NetSuite. This allows you to retain the structure and settings while making updates as needed for your current use case.…
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NSC | How to Track Field Change History
Suppose you notice unexpected updates to a customer record and need to find out who made the changes and when. Instead of guessing, you can enable field change tracking in NetSuite. By turning on history tracking for specific fields, you gain visibility into every modification—who changed what, when it was changed, and…
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NSC | How to Add Validation on Save Using Workflows
Let’s say you want to ensure that a custom field—like “Expected Delivery Date”—is not left blank before a sales order is saved. Instead of relying on scripts, you can use a workflow to enforce this validation. By setting up a simple condition and triggering an error message on save, you can guide users to complete required…
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NSC | When is it Best to Use Asynchronous Web Service Operations?
Asynchronous web service operations are preferred when dealing with potential performance bottlenecks. Slow or unstable connections can hinder synchronous operations, leading to timeouts or errors. By using asynchronous methods, you ensure that network issues do not impact the overall system performance. In NetSuite’s SOAP…
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NSC | SuiteScript: How to Check if a Feature is Enabled via SuiteScript
The runtime.isFeatureInEffect() method is a useful tool in SuiteScript when you need to check whether a specific feature or setting is currently enabled or active in the system. This method is particularly valuable when you are developing custom scripts or workflows and want to ensure that your code behaves differently…
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NSC | Custom Field: Display the Date and Time a Phone Call Record Was Created
By default, NetSuite Phone Call records do not display the date and time they were created, which can hinder tracking efforts. However, this limitation can be addressed by adding a custom field to capture the creation timestamp. To do this you can follow steps below: 1. Navigate to Customization > List, Records, & Fields >…
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NSC | Disable Address Form Customization
Administrators may attempt to restrict access to Address Forms by modifying the form settings. However, assigning View access to the Custom Address Form permission still enables users with Custom Roles to edit the form. To disable this you can follow steps below: 1. Navigate to Setup > Users/Roles > Manage Roles 2.…
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Search to show Total Item sold (on kits and standalone)
Main items are assembly items, BUT there are part of kit/packages items. I need a report that shows for example for January total items sold by: Assembly Item On Kit (would be assembly * member item quantities) Total items = sum of 2 lines above For some reason that formula is not working. Needing urgent help :)
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NSC | Check if a Workflow Change Was Caused by a Managed Bundle
In certain instances, workflow changes may appear in the audit trail even though no direct user action was taken. These changes could be the result of updates pushed automatically from Managed Bundles installed in the account. To confirm whether a modification originated from a Managed Bundle, review the audit log entries…
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NSC | How to Use Formula Fields for Calculations
Imagine you need to calculate the total commission for each sales order based on a custom rate. Rather than exporting data or using manual calculations, you can create a formula field directly in NetSuite. This allows you to perform real-time calculations using existing field values—like multiplying the order total by the…
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NSC | How to Export and Import Custom Fields via SuiteBundles
In NetSuite, manually replicating custom fields from one account to another—especially during migrations or new account setups—can quickly become a tedious and time-consuming task. Fortunately, SuiteBundler offers a more efficient and scalable solution. By creating a custom bundle, we can package and export key components…
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NSC | How to Switch to Redwood Experience
NetSuite’s classic interface has a familiar and functional appeal that many users appreciate. However, in today’s fast-evolving digital landscape, there’s often a desire for a more modern, intuitive, and visually streamlined user experience. That’s where the Redwood Experience comes in—it offers a sleek, refreshed look…
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NSC | How to Hide a Field Using a Workflow
Navigate to Customization > Workflow > Workflows > New Create a simple workflow, in this sample we will use a Transaction Workflow Click on the state and create a new action Set Field Display Type Select desired field to hide, and set display type to hidden. Add conditions as needed.
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NSC | How to Add a Custom Field to a Saved Search
Navigate to Customization > List, Records, & Fields > Transaction Body Fields In this sample we would use NSC - General Free Form Text Now navigate to List> Search > Saved Searches > New In this sample since our field is applied on a Sales Order select Transaction Search Under Results > Columns, add your custom field…
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NSC | How to Create a Read-Only Field
Navigate to Customization > List, Records, & Fields > Transaction Body Fields > New Click Dropdown for Display Type On the Dropdown you can either select Inline Text or Disabled, both would work as Read Only Text. Save and navigate to the Record where you applied the Custom Transaction Body Field, in this Sample we choose…
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NSC | How to Add a Shortcut to a Custom Record on the Dashboard
Navigate to the Customization > Lists, Records, & Fields > Record Types > [Your Record Type] In this example we'll use the NSC - Samples custom record: Go to Home > Personalize > Drag and Drop or Click Shortcut portlet to desired location. Click the New Shortcut link: Paste the link of your Custom Record list, and you now…
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Vendor Record Approval
I have created vendor record approval flow but once it reached approved state again it automatically redirecting to Initiation State. How to avoid this? Also I need approved vendor record to be back to pending approval state upon edit action but the transition not works on any triggers. Could you help me on this.
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Need Concat Formula for Item Fields in Transaction Search
In a transaction search, I want to pull in fields from the item that was in the transactions and combine them. I tried various combinations of CONCAT formulas to combine {item.custitem_store_category_url},{item.urlcomponent} to no avail. When I preview the search, sometimes I get an error message in that column, but…
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NSC | Resolve: INSUFFICIENT_PERMISSION Error
SuiteScript's flexibility empowers users to efficiently manage records by loading and modifying them while creating or editing other records. For instance, during the process of saving a new sales order, developers can utilize the record.load() function to access the current user's employee record, ensuring their…
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Shortcut to quote missing on lead/prospect/customer
Hello all, On the upper right above the menu bar I have these options: But when I'm on the lead record, quote is totally missing If I click on Personalize, it's not even there (see below) I checked the permissions for the role - quote is there and set to Edit What am I missing? Thanks in advance for your help
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How to add color on Custom Field
Hi guys, Here an interesting one, I have created a custom field, type: Free-Form Text for our IF transaction based on a formula with the following condition: CASE WHEN {custbody_as_pod}>{custbody_as_eta} THEN 'Late' ELSE 'On Time' END I wanted to ask, is there any way to add color to the result so it will as a better…
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Solutions to a script relying on the now removed Ext JS Library?
So, with much of the scripting being done before I joined the company it seems quite a few relied on the Ext JS library which as of today has been removed. What solution are other people taking to resolve this? I wouldn't really know where to begin looking to learn how to correct the now defunct code example below. Do I…
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Custom Segments - What are they? And where is the defaulting?
Hi all, I have custom segments set up not by me but our implementation team years ago, so this is all out of my knowledge and would really appreciate some guidance. Firstly, what are Custom Segments? Is this a SuiteApp, Feature or Bundle? Then there's the main issue I'm having. Typically when creating a Sales Order, the…
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"fields" parameter in the REST API request
Hi folks, I need to retrieve some fields from vendor table by REST API request but I am receiving the error below: But when I use the same request with a filter (for example, id=2) it work ok. Can you help me? Thank you.
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NSC | SuiteScript: Setting Default Billing in Customer
Scenario: A user wants to create a new AddressBook subrecord through script, specifying a value for the Address Label and designating it as the default billing option. Solution The sample script below demonstrates how to create a simple addressbookaddress subrecord in a customer record using N/record in SuiteScript 2.0 var…
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How to customise Serial Number Record form?
Hi, I would like to customise the form that is displayed once you click on serial number of an item. Example, when you click on serial number 1375 below it takes you to the "Serial Number Record" form as below My question is how do I customise the above form please? I checked Customisation -Forms but did not find anything…
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Item Search from Transaction starts at criteria instead of results
Does anyone know why item searches initiated from transactions (using the double down carrot) appear to enter at different points for different roles? I have 3 different user roles and the item search starts with the results filters for one of them and starts with the search criteria for the other 2. This recently changed…
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Go To Record Not Updating Field
I am using the "Go to record" action as part of a workflow. The actions is executed and the record opens in edit mode as set in the action. The problem is that the fields that I set to be updated does not update. The parameters of what I expect to happen are showing in the URL, but the field does not update. The field I…
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Customer Center - remove Portlets, change Layout, relabel the Home Links Portlet
I would like to set up the Customer Center to 1 - Remove the default portlets (Welcome, Quick View) and add a Custom Search portlet to be displayed first (at the top) on the Customer Center landing page. We need our Custom Search portlet to display a specific Saved Search. 2 - Change the "Layout" to the center (no left and…
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Partner Field Enabled but not showing on forms
I have Partners including Multi-Partners enabled in NetSuite. I have customized the forms for Sales Order and Invoices to appear. But it doesn't show up on the form. It should be where the red box is. On existing SO it looks like it should be pulling in/be available. I have the same issue on invoices. This was tested in…