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Streamlining Financial Data Entry for Nonprofits
Social Impact Workshop: Streamlining Financial Data Entry for NonprofitsTuesday, November 18, 2025 2:00–3:00 p.m. CST Follow Up Workshop: Tuesday, November 25, 2025 2:00–3:00 p.m. CST Learn how to simplify and accelerate the AR and AP process in NetSuite Time is a real constraint for nonprofits and it can be challenging to…
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Streamlining Financial Data Entry for Nonprofits
Social Impact Workshop: Streamlining Financial Data Entry for NonprofitsTuesday, November 18, 2025 2:00–3:00 p.m. CST Follow Up Workshop: Tuesday, November 25, 2025 2:00–3:00 p.m. CST Learn how to simplify and accelerate the AR and AP process in NetSuite Time is a real constraint for nonprofits and it can be challenging to…

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workflow

How to Limit the option to re-open a bill for specific users

Open Sharon Hirsc 12 views 2 comments 0 reactions Most recent by Joahnna Given Uy-Oracle Feb 21, 2023 6:58PMAsk A Guru
How to Source Name of the Current User

Accepted Answer Closed PaulFleetwood 92 views 3 comments 0 reactions Most recent by Kristoffer Viray-Oracle Feb 16, 2023 9:26AMAsk A Guru
How to Create sales order from opportunity via workflow

Accepted Answer Closed US Water Systems, Inc. 136 views 12 comments 0 reactions Most recent by US Water Systems, Inc. Feb 15, 2023 9:36PMGeneral
Is it possible for a Workflow to Send Emails to multiple Vendors upon saving a Custom Record?

Open Amjad Kasem 72 views 13 comments 0 reactions Most recent by Amjad Kasem Feb 14, 2023 11:35PMAsk A Guru
How to Suppress Price Levels in Quote Type?

Open brocha 31 views 3 comments 0 reactions Most recent by Michelle Jabanes-Oracle Feb 10, 2023 2:13AMAsk A Guru
How to create Workflow : Transform Invoice to Credit Memo

Accepted Answer nag_m 71 views 2 comments 0 reactions Most recent by Joahnna Given Uy-Oracle Feb 9, 2023 5:48PMAsk A Guru
How to set the default Costing Method for Lot N. Inventory/Assembly Items to Lot Numbered/Specific?

Accepted Answer HoJo 41 views 6 comments 0 reactions Most recent by HoJo Feb 3, 2023 7:33PMSuiteCloud / Customization
Why is the Workflow subtab missing from the Custom Record?

Accepted Answer Closed aisaadaniya 21 views 4 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Feb 1, 2023 8:25PMAsk A Guru
How to Uncheck a Checkbox Using Workflows

Accepted Answer Closed Amjad Kasem 193 views 17 comments 0 reactions Most recent by Kristoffer Viray-Oracle Jan 30, 2023 9:20AMAsk A Guru
NetSuite Admin Tips | Common mistake new Administrators make when setting a Condition in a Workflow

Jack Daryl Espiel-Oracle 31 views 0 comments 1 reaction Started by Jack Daryl Espiel-Oracle Jan 17, 2023 1:51AM NetSuite Admin Corner
How to create a Sales Order approval workflow dependent on Class or other criteria

Open Closed Michaela Howard 52 views 13 comments 0 reactions Most recent by Kristoffer Viray-Oracle Jan 9, 2023 8:21AMAsk A Guru
How to create a Grid Matrix Template via a Workflow "Create Record" action

Open Mark Derrick 33 views 3 comments 0 reactions Most recent by Kristoffer Viray-Oracle Jan 2, 2023 7:15AMAsk A Guru
How to copy the value of a Search Field on Sales Order to a Stored Field on the created Invoice?

Accepted Answer Closed Betsy Vance 44 views 4 comments 0 reactions Most recent by Betsy Vance Dec 20, 2022 2:32PMAsk A Guru
How to make my Workflow that sets a Checkbox field work?

Accepted Answer John Robertson Sr. 102 views 3 comments 0 reactions Most recent by John Robertson Sr. Dec 16, 2022 9:20PMAsk A Guru
Workflow: how to identify created by

Accepted Answer Closed nag_m 21 views 4 comments 0 reactions Most recent by Joahnna Given Uy-Oracle Dec 14, 2022 3:57PMAsk A Guru
How to Update sub customer address with parent customer address - workflow

Accepted Answer Closed Amjad Kasem 21 views 5 comments 0 reactions Most recent by Joahnna Given Uy-Oracle Dec 13, 2022 9:35PMAsk A Guru
Is setting up a Workflow required when enabling Approval Routing in Accounting Preferences?

Accepted Answer Closed Benjamin Paul - USA 31 views 8 comments 0 reactions Most recent by Benjamin Paul - USA Dec 13, 2022 4:41AMAsk A Guru
Why is this Set Field Value Condition not evaluating correctly?

Accepted Answer Closed John Griffin 21 views 3 comments 0 reactions Most recent by John Griffin Dec 7, 2022 2:43PMAsk A Guru
NSC | Display a Pop-up Warning Message using Workflows

Closed Kristoffer Viray-Oracle 97 views 0 comments 0 reactions Started by Kristoffer Viray-Oracle Dec 7, 2022 8:53AM SuiteCloud / Customization
How to set up a Workflow that sets a field when the Picking Ticket is printed?

Accepted Answer Closed Betsy Vance 33 views 3 comments 0 reactions Most recent by Betsy Vance Dec 6, 2022 4:36PMAsk A Guru
How to set up a Workflow that sends the appropriate email based on the value of a Line Item Field?

Accepted Answer brocha 164 views 17 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Dec 5, 2022 5:36PMAsk A Guru
How to Use Set Field Value to Source a Date/Time Non-store Field?

Open drcashin 248 views 16 comments 0 reactions Most recent by Kristoffer Viray-Oracle Dec 5, 2022 5:52AMAsk A Guru
Why is the Approve Invoices page not showing any records?

Accepted Answer User_V5KBL 347 views 3 comments 0 reactions Most recent by User_V5KBL Dec 1, 2022 5:17AMAsk A Guru
How to append the Item Fulfillment Number to the Tracking Number through Workflow?

Accepted Answer User_ZCWF3 22 views 5 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Dec 1, 2022 1:28AMAsk A Guru
How to add days to Quote Expected Close Date via Workflow that executes on a Client Trigger?

Accepted Answer Closed brocha 63 views 6 comments 0 reactions Most recent by brocha Nov 29, 2022 4:46PMAsk A Guru
How to Create Email Advanced PDF after creating a sales order?

Open Closed Harsha Kumara 57 views 5 comments 0 reactions Most recent by Kristoffer Viray-Oracle Nov 28, 2022 9:26AMAccounting / ERP
How to Create Customer Center Access using Workflows?

Accepted Answer Harsha Kumara 31 views 2 comments 0 reactions Most recent by Kristoffer Viray-Oracle Nov 21, 2022 1:33PMCRM
How to Check a Checkbox Field if a Value Exists in Another Field via Workflow?

Accepted Answer Closed Benjamin Paul - USA 104 views 5 comments 0 reactions Most recent by Kristoffer Viray-Oracle Nov 21, 2022 7:58AMAsk A Guru

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