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Explore NetSuite: Hands-on demo experience Omni Dallas Hotel, 555 S Lamar St, Dallas, TX 75202 What to expect: Are you considering upgrading your accounting or ERP software? Looking for a solution that brings the power of AI to your business? Inside the Suite is designed for business leaders evaluating ERP solutions,…
Best Practices for Getting Your Data AI Ready
Data quality guidelines that improve AI-driven results Tuesday, January 20, 2026, 11:00 a.m. – 12:00 p.m. PST As organizations begin using AI, data quality becomes a factor in how accurate and reliable AI outcomes will be. Inconsistent, incomplete, or outdated records can quickly introduce errors into summaries,…
Using NetSuite Bank Reconciliation for Nonprofits
Social Impact Workshop: Using NetSuite Bank Reconciliation for NonprofitsTuesday, January 13, 2026 2:00 p.m.–3:00 p.m. CST Follow Up Workshop: Tuesday, January 20, 2026 2:00 p.m.–3:00 p.m. CST Understand how to connect NetSuite financials and bank balances Nonprofits can join us to learn about recent changes to the Bank…
Inside the Suite | Orange County
Explore NetSuite: Hands-on demo experience Hyatt Regency Irvine, 17900 Jamboree Rd, Irvine, CA 92614 What to expect: If you’re evaluating ERP solutions to support your business as it grows, Inside the Suite provides direct, hands-on access to NetSuite in a focused, expert-led setting. Bring your laptop to participate fully…
MeetUp | Charlotte
AI in Action Customer Meet Up Wednesday, January 21, 2026, 12 - 1:30 p.m. ET The Crunkleton, 1957 E 7th St, Charlotte, NC 28204 Join us for a lunch and networking event designed for businesses using NetSuite. Connect with fellow users, enjoy a complimentary lunch, and explore how NetSuite is using AI to empower finance and…

workflows

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Workflow to set both the WIP as true and subsidiary on a Work Order

Open Closed Tafranklin5 61 views 6 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Nov 29, 2023 3:05PMAsk A Guru
Why are some of our Journal Voucher records not being updated by the Workflow?

Open Adinath Bodakhe 12 views 2 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Nov 23, 2023 2:08AMAsk A Guru
Set value for subsidiary on Payment using Go to record

Open Nguyen Van Khien 21 views 4 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Nov 20, 2023 4:00PMAsk A Guru
Page Time Details shows that Client Init takes 75 seconds

Open Closed Aaron McCausland 41 views 3 comments 0 reactions Most recent by Aaron McCausland Nov 10, 2023 8:39PMAsk A Guru
Workflow Button Condition

Open Closed Ivar_42618 41 views 7 comments 0 reactions Most recent by Angelica Mae Segador-Oracle Oct 25, 2023 4:28PMAsk A Guru
Sandbox email testing

Accepted Answer Closed PeteLawson 21 views 4 comments 0 reactions Most recent by Michelle Jabanes-Oracle Sep 21, 2023 9:51PMAsk A Guru
How do you create a workflow that deletes the customer shipping carrier preference?

Open Closed Troy 1 view 2 comments 0 reactions Most recent by Jervin Nicholas Teopengco-Oracle Sep 20, 2023 8:57PMAsk A Guru
NSC | SuiteFlow (Workflow Mgr) Tip: Easily Build Workflow Formulas for Client-side Actions and Cond.

Jack Daryl Espiel-Oracle 31 views 1 comment 0 reactions Most recent by Michael Rodeen Sep 20, 2023 3:17PMSuiteCloud / Customization
Storing the value of workflow state field

Accepted Answer Vernita 41 views 7 comments 0 reactions Most recent by Richard James Uri-Oracle Sep 18, 2023 1:41PMAsk A Guru
Dunning Bundle 392827 Email Workflows

Question Closed Jeff Perotti 31 views 0 comments 0 reactions Started by Jeff Perotti Jul 25, 2023 12:21PM Social Groups
How to set up a Workflow that updates the Opportunity Status based on the Estimate Status?

Open User_GE47I 81 views 8 comments 0 reactions Most recent by Brian Stisser Jun 15, 2023 4:55PMAsk A Guru
NetSuite Admin Tip: Ability to reference Summary Search Fields in Workflow Conditions

Closed Jack Daryl Espiel-Oracle 31 views 0 comments 3 reactions Started by Jack Daryl Espiel-Oracle Jun 8, 2023 5:13PM NetSuite Admin Corner
Can Workflows create Saved Searches with Email Alerts?

Open Closed User_HWW8S 11 views 3 comments 0 reactions Most recent by User_HWW8S Jun 1, 2023 10:56PMSuiteCloud / Customization
NSC | Use Due Date on Workflow

Closed Joahnna Given Uy-Oracle 1 view 0 comments 0 reactions Started by Joahnna Given Uy-Oracle May 26, 2023 3:03PM SuiteCloud / Customization
How to implement our naming convention for Customer and Vendor IDs?

Accepted Answer User_JN952 323 views 36 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle May 19, 2023 8:39PMAsk A Guru
How do I pull a report of all records that the user was the owner/creator when user is disabled

Open Closed paula.courtemanche 31 views 5 comments 0 reactions Most recent by Joahnna Given Uy-Oracle May 17, 2023 8:14PMAsk A Guru
Is it possible to disable the "Residual" field on the Expenses Sublist of Vendor Bills via Workflow?

Accepted Answer Closed User_MWO46 71 views 7 comments 0 reactions Most recent by User_MWO46 May 13, 2023 1:05AMAsk A Guru
How to set up a Workflow that blocks saving of Sales Orders based on Location value?

Accepted Answer User_2D608 71 views 13 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle May 12, 2023 2:17AMAsk A Guru
How to unset the Mandatory Flag of a Custom Segment and hide it?

Accepted Answer User_RRIOM 61 views 5 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle May 3, 2023 2:55AMAsk A Guru
How to prevent the "Please select a bank account" error in a Scheduled Workflow creating refunds?

Accepted Answer User_C6XDE 41 views 3 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Apr 28, 2023 12:30AMSuiteCloud / Customization
Is it possible to mark a case as Grabbed through a workflow?

Accepted Answer JohanvL 31 views 5 comments 0 reactions Most recent by JohanvL Apr 27, 2023 4:46PMAsk A Guru
How to fix my Workflow Formula that copies fields on the Employee record to the Task record created?

Accepted Answer Closed User_5OUXV 21 views 2 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Apr 27, 2023 12:44AMAsk A Guru
April 5, 2023 | Question of the Week

Closed Jack Daryl Espiel-Oracle 161 views 4 comments 2 reactions Most recent by Clarisa De Torres-Oracle Apr 6, 2023 6:00PMCommunity Whiz
Why the 3-Way Match Approval Workflow does not work when set as Scheduled?

Open NSPK 71 views 9 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Apr 5, 2023 12:40AMAsk A Guru
How to set Calculate Estimated Landed Cost field to Yes on Item Receipt via Workflow?

Open S Hill 142 views 9 comments 0 reactions Most recent by Joy Noreen Magoling-Oracle Mar 28, 2023 2:43AMSuiteCloud / Customization
Why is my Workflow that toggles the visibility of a Custom Field based on a Condition not working?

Open Closed Paul Salkeld 71 views 8 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Mar 27, 2023 4:22PMAsk A Guru
Why is the Transition in my Workflow not executing?

Accepted Answer CDuf 41 views 7 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Mar 24, 2023 9:10PMAsk A Guru
How to assign default Invoice Layout for Subsidiaries?

Accepted Answer Maleeka 51 views 5 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Mar 20, 2023 6:00PMAsk A Guru
Is there a way to edit an Approval Workflow locked in a Bundle?

Accepted Answer Kedalene 41 views 6 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Mar 9, 2023 6:33PMAsk A Guru
How to reverse an approved Purchase Order to Pending Approval when edited?

Accepted Answer Tim S Jaha 61 views 6 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Mar 8, 2023 7:32PMAsk A Guru

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