Discussions

Check out Oracle NetSuite upcoming events and conferences here
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Community Poll: What sort of content would you like to see more of?

How to set up a Workflow that shows a reminder popup if a customer has unsettled credit?

edited Nov 15, 2022 12:53AM in Ask A Guru 3 comments

Hello,

I am trying to configure a work flow that shows a person entering a new sales order a pop up notifying them that the customer has an open (unapplied) AR credit. It would be even better if that work flow took into account any open sales order or "unbilled" orders as well. I have created a saved search (transaction type) with a number formula

if balance + unbilled is less then zero then pop up a reminder. That isn't working as expected, any ideas on how to accomplish this?

The end goal is to be able to alert customers to the credit so they buy more and use up their credit memo dollars.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2024)

This Week's Leaders

This Month's Leaders

All Time Leaders