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NSC | Prompting for an Account When Creating Non-Inventory Items

in Accounting / ERP

Scenario:

The user wants Logistics users to create Non-Inventory Item records without requiring them to select the correct Chart of Accounts value. Accounting should be prompted to review and complete the account information after the item is created.

Solution:

Use a NetSuite workflow on the Non-Inventory Item record to either display a reminder message or automatically assign a default account.

Two workflow actions can support this requirement:

  • Show Message — displays an on-screen reminder instructing the user to select or review the appropriate account.
  • Set Field Value — automatically sets a default account value on the item record.

To configure a reminder:

Niks Blando-Oracle | Ask A Guru?️

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