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Workflow that Only Allow the Original JE creator to edit the Journal Entry
Hi Everyone: I am trying to figure out a workflow that only allow the Original JE creator to edit the Journal Entry, Right now I have one workflow with two action on one state, below is the summary, Workflow summary: with one customized workflow filed as "entry maker" And two actions on state 1 Action(1) Set Field value to…
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Error on Saving SO : Failed to create or assign a workflow instance for record
We have an approval workflow on the Sales Order record that manages approvals based on custom pricing. This is a non-ending workflow, and it had been functioning correctly until recently. We made an update to the workflow to reflect a change in business process, but subsequently reverted it to its previous state following…
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Email Alerts are not being Sent when Saved Search is Updated
In the Sandbox environment, I have a saved search of the customer type that tracks the addition of new prospects and sends an email alert whenever a new prospect is entered for the day. I test the saved search by flipping over a lead to a prospect. The saved search updates with the new prospects as intended, but no emails…
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How do i make sure that instances exit the workflow?
We have built workflows that do not allow instances to exit the workflow. I am looking for guidance on how we might modify existing workflows so that they performcorrectly in this regard. We encounter this often when we have built workflows to display buttons. The buttons work as we expect them to but the initial instance…
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Close Orders via workflow
HI, We have test orders created in Shopify that flow through the NetSuite Connector into our PROD NetSuite environment. These test orders have 3 distinct email addresses. Is there a workflow I can create that closes these sales orders once they are posted to NetSuite?
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Workflow Conditions
Hello, I’ve set Location (Line) in the Sales Order to be mandatory via workflow, and it’s working as expected. However, the user has now requested that this requirement apply only to Inventory items. The challenge is that I don’t see any option for item type in the workflow conditions. Do you know if there’s a way to…
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Automating Default Shipping Address to Use Most Recent Order Address
Hello NetSuite Community, I'm looking for suggestions on how to automate our shipping address selection process for replacement orders. Current Situation: When creating a new sales order, NetSuite defaults to the customer's shipping address from their first order placed. For replacement orders, our CX team must manually…
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Sales Order Form Switch Workflow - Redisplay Location
We have a workflow associated with our Sales Orders that looks at a custom field on the customer. If the customer is set to display discount, the sales order form is set to the show discount form rather than the standard custom form. Problem is the the customer location which shows on the standard form does not re-populate…
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PO Approval Link
We have recently turned on SSO for NetSuite. We have a workflow for PO's that send out emails for approvals. When users click on the link in the email, it takes them to the old login site, not the new SSO page. How can we modify the PO approval link that gets sent in the email? Thanks.
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workflow transform record action - redirect without saving to a sale custom transaction
Hey i'm trying to create a button in sales order that when i'm pressing on it it will redirect without saving to a sales custom transaction and it's not working, any ideas?