Discussions

Share Your SuiteWorld Experience & Earn a Special Badge!
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more

Canceling RMAs with Workflows

edited Jun 2, 2025 2:24PM in Social Groups 1 comment

Hi - I am trying to create a workflow that will cancel and RMAs that are in the "pending approval" status and have expired.

I created a Workflow with the following properties:

Record Type: Transaction

Sub Types: RMA

Initiation: Scheduled

Saved Search Filter: I've selected the saved search I want it to run on - there are results present

Release Status: Testing and I have enabled Logging and keep instance and history.


For my actions, I have the following properties set for State 1:

Type: Set Field Value

Trigger On: Entry

Event Types: None

Contexts: All

Saved Search Condition: Same saved search used above

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 4 (Oct-Dec 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders