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NetSuite launches new wholesale distributions solution in Japan in January 2026!
NetSuite has launched SuiteSuccess Wholesale Distribution Edition, in Japan. Please join us the webinar on February 12 that introduces NetSuite solution with demos and case studies for Wholesale Industry.
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NetSuite has launched SuiteSuccess Wholesale Distribution Edition, in Japan. Please join us the webinar on February 12 that introduces NetSuite solution with demos and case studies for Wholesale Industry.
Register Now
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Credit Memo Approval Process via Return Authorization
Hi Gurus,
I’m working on building an approval process for Credit Memos using NetSuite’s standard Return Authorization → Credit Memo approval process and statuses. My goal is to use a workflow triggered by Return Authorization status change to Pending Approval to:
- Restrict access to Approve/Cancel buttons based on roles
- Lock the approved record once it’s approved
- Use a Transform Record action within the workflow to create the Credit Memo automatically after approval
The challenge I’m running into - adding a check or condition to prevent duplicate Credit Memos from being created. I’m having trouble identifying Return Authorizations that already have linked Credit Memos through a saved search (not all credit memos are applied). I also tried using a custom checkbox, but that didn’t work since the Transform action runs after record submit.
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