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• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
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How to set up a Workflow that shows a reminder popup if a customer has unsettled credit?
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.
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