Discussions

Upcoming Events

Keep Assets in Sync with Your Books
Close clean and audit-ready with Fixed Assets Management Managing a growing asset portfolio requires staying on top of depreciation, valuations, transfers, and disposals all at once. NetSuite Fixed Assets Management SuiteApp gives you the tools to manage every stage of the asset lifecycle with depreciation calculations…
MeetUp | NetSuite Analytics
Improve your NetSuite know-how and connect with NetSuite analytics users just like you. Wednesday, May 27, 2026, 9:00 a.m. – 10:30 a.m. PDT Dive deeper into your NetSuite data by joining NetSuite experts for interactive discussions and demonstrations, including: Explore the NetSuite AI Connector Service. Learn how to…
Pricing Strategy That Protects Your Margins
Build and execute a pricing strategy to centrally manage and control pricing and promotions Margin doesn’t disappear all at once. It gets chipped away—one discount, one exception, one manual override at a time. Small changes add up fast—discounts stack, exceptions slip through, margins erode quietly, and what should be a…
Using NetSuite Bank Reconciliation for Nonprofits
Social Impact Workshop: Using NetSuite Bank Reconciliation for NonprofitsThursday, May 21, 2026 2:00–3:00 p.m. CDT Follow Up Workshop: Thursday, May 28, 2026 2:00–3:00 p.m. CDT Understand how to connect NetSuite financials and bank balances Nonprofits can join us to learn about recent changes to the Bank Reconciliation…
Social Impact Workshop: Managing and Publishing Custom Dashboards for Nonprofits
Social Impact Workshop: Managing and Publishing Custom Dashboards for NonprofitsTuesday, June 2, 2026 2:00–3:00 p.m. CDT Follow Up Workshop: Tuesday, June 9, 2026 2:00–3:00 p.m. CDT Understand how to use dashboards most effectively for managing your data Nonprofit staff need access to the right data quickly to do their…

New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

workflow

Status filters

How to set field value Credit Hold field to Off on Customer Record using workflow

Open Closed User_TRK2J 21 views 3 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Jun 23, 2023 1:14AMAsk A Guru
How to Display a Pop-up Instruction for a Custom Record

Accepted Answer Closed Paul Salkeld 114 views 8 comments 0 reactions Most recent by Paul Salkeld Jun 22, 2023 12:26PMAsk A Guru
Why is there a Workflow error when approving an Intercompany sales order

Open Dirk Nieuwkamp 92 views 9 comments 0 reactions Most recent by Dirk Nieuwkamp Jun 22, 2023 7:10AMAsk A Guru
Possible to access fields from the Subsidiary record in a workflow action on Journal Entry?

Open User_XMFHV 81 views 5 comments 0 reactions Most recent by User_XMFHV Jun 22, 2023 6:55AMAccounting / ERP
Disable create new Pop up button

Accepted Answer Closed Harsha Kumara 91 views 10 comments 0 reactions Most recent by Kristoffer Viray-Oracle Jun 15, 2023 8:24PMAsk A Guru
June 07, 2023 | Pop Quiz

Closed Kristoffer Viray-Oracle 161 views 9 comments 0 reactions Most recent by Kristoffer Viray-Oracle Jun 8, 2023 2:29PMCommunity Whiz
How to Source Company Name to Contact Record

Accepted Answer Meherin 31 views 5 comments 0 reactions Most recent by Meherin May 30, 2023 11:09AMAsk A Guru
How to Apply Workflow in Inventory Count

Closed 3954316 21 views 6 comments 0 reactions Most recent by Kristoffer Viray-Oracle May 30, 2023 10:42AMAccounting / ERP
NSC | Source a Field in a Pop-up Message Using Workflows

Kristoffer Viray-Oracle 11 views 0 comments 0 reactions Most recent by Kristoffer Viray-Oracle May 28, 2023 1:30PMSuiteCloud / Customization
NSC | Display a Pop-up Message Depending on the Customer Using Workflows

Kristoffer Viray-Oracle 212 views 0 comments 0 reactions Most recent by Kristoffer Viray-Oracle May 27, 2023 8:30PMSuiteCloud / Customization
NSC | Set a Bank Details Record to Inactive if the Parent Vendor is Inactive using Worflows

Kristoffer Viray-Oracle 11 views 0 comments 0 reactions Most recent by Kristoffer Viray-Oracle May 27, 2023 7:06PMSuiteCloud / Customization
NSC | Compare Employee

Closed Joahnna Given Uy-Oracle 1 view 0 comments 0 reactions Most recent by Joahnna Given Uy-Oracle May 26, 2023 2:10PMSuiteCloud / Customization
NSC | Purchase Order Send Email Action to Secondary Approvers

Closed Joahnna Given Uy-Oracle 1 view 0 comments 0 reactions Most recent by Joahnna Given Uy-Oracle May 26, 2023 2:02PMSuiteCloud / Customization
NSC | Show Message when the user changes the selection

Closed Joahnna Given Uy-Oracle 1 view 0 comments 0 reactions Most recent by Joahnna Given Uy-Oracle May 26, 2023 1:23PMSuiteCloud / Customization
NSC | Lock Record on Intercompany Sales Order

Closed Joahnna Given Uy-Oracle 1 view 0 comments 0 reactions Most recent by Joahnna Given Uy-Oracle May 26, 2023 1:06PMSuiteCloud / Customization
NSC | Automate Creation of Item Receipt from Purchase Orders using Workflow

Closed Kristoffer Viray-Oracle 14 views 0 comments 0 reactions Most recent by Kristoffer Viray-Oracle May 26, 2023 8:44AMSuiteCloud / Customization
NSC | Show the Sales Order as a Related Transaction

Closed Joahnna Given Uy-Oracle 1 view 0 comments 0 reactions Most recent by Joahnna Given Uy-Oracle May 26, 2023 2:58AMSuiteCloud / Customization
NSC | Show Total of Item based on Condition

Closed Joahnna Given Uy-Oracle 1 view 0 comments 0 reactions Most recent by Joahnna Given Uy-Oracle May 26, 2023 2:32AMSuiteCloud / Customization
NSC | How To Use Scheduled Workflows in Setting a Field Value

Kristoffer Viray-Oracle 1 view 0 comments 0 reactions Most recent by Kristoffer Viray-Oracle May 25, 2023 9:37AMSuiteCloud / Customization
How to Send an Email When an Existing Item Is Updated Using Workflow

Accepted Answer Closed User_E15G4 101 views 10 comments 0 reactions Most recent by User_E15G4 May 23, 2023 10:39PMAsk A Guru
How to create an auto approval workflow for JEs created by Divvy

Accepted Answer Closed User_2D608 25 views 5 comments 0 reactions Most recent by User_2D608 May 22, 2023 10:13PMAsk A Guru
How to Remove Delay in Workflow

Open oliver zheng 21 views 5 comments 0 reactions Most recent by Kristoffer Viray-Oracle May 22, 2023 7:49AMAsk A Guru
What Search Criteria to add to only show Estimates that have no associated Sales Order yet?

Accepted Answer US Water Systems, Inc. 32 views 3 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle May 12, 2023 9:02PMAsk A Guru
How to Trigger Workflow on Invoice During Billing Schedule

Open Closed Amanda Edwards 32 views 2 comments 0 reactions Most recent by Amanda Edwards May 8, 2023 6:21PMAsk A Guru
How to Send an Email to Multi Recipient via Workflow

Accepted Answer Closed Yogendar Sinngh 385 views 3 comments 0 reactions Most recent by Kristoffer Viray-Oracle May 4, 2023 2:25PMGeneral
How to Reference Expected Receipt Date in Workflows

Open User_E15G4 111 views 6 comments 0 reactions Most recent by Kristoffer Viray-Oracle May 4, 2023 10:07AMAsk A Guru
How to Set-up an Approval Workflow for Vendor Bill

Open User_FL4CK 51 views 8 comments 0 reactions Most recent by Kristoffer Viray-Oracle May 4, 2023 7:56AMAsk A Guru
Is it necessary to map Ship Via when transforming Estimates to Sales Orders via Workflow?

Accepted Answer Closed US Water Systems, Inc. 41 views 4 comments 0 reactions Most recent by US Water Systems, Inc. May 2, 2023 5:20PMAsk A Guru
How to Trigger Workflow on Every Record Edit

Open User_LOKMU 31 views 3 comments 0 reactions Most recent by Kristoffer Viray-Oracle Apr 27, 2023 7:30AMAsk A Guru

workflow

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders

workflow

Discussion List

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders