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Emailing Transactions with Attachments
I am wanting to automate sending emails of our invoices to our customers. I understand the premise of the workflow send email action; however, I need to select 1 of 2 documents in the files sublist to attach to the email. The file that needs to be attached is uniquely named {tranid}.pdf and combines the SO and Invoice into…
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Clarification on Overriding Default Expense Account for Non-Inventory Items (PO / Vendor Bill)
Hi , I would like to clarify whether NetSuite provides any native configuration options or technical solutions to control or override the default GL account mapping (Expense Account) for Non-Inventory Items during transaction entry (e.g., Purchase Order, Vendor Bill). Business Scenario For some subsidiaries, our…
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2025.2 release: Direct Revenue Posting for ARM Workflows
Hi gurus, I saw the subject ARM enhancement is available in 2025.2 release and want to give it a test in the RP environment. I am expecting a 'Direct Revenue Posting' option / checkbox under 'Field' in the 'Parameters' section when configuring a Set Field Value action in a workflow. Unfortunately I don't see such option or…
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How to configure Approval Workflow to Auto-approve generated Fixed Asset Depreciation Journals?
I would like to auto-approve a journal created from a script and found this help guide from a previous poster: https://community.oracle.com/netsuite/english/discussion/4473741/ae-journal-entry-approval-workflow-auto-approve-system-created-journal I followed this approach, but I am not able to get the Created By field to…
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NSC | How to Get Item Display Image Field's Internal ID via Workflow
Scenario: A user is experiencing an issue with a workflow formula. The goal is to extract the internal ID of an image in the "Item Display Image" field and save it to a custom field. However, the formula {storedisplayimage} returns the image filename instead of the desired ID. Solution: Workflow Create a workflow by…
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Suggestions for Managing Complex Workflow State Transitions Without Visual Clutter?
Hi everyone, I'm working on a fairly complex workflow in NetSuite, and the number of states and transitions is making the visual editor quite messy and hard to manage. Currently, all transitions are represented using lines between states, which makes the workflow look tangled and difficult to maintain. I'm wondering: Is…
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NetSuite Admin Tip | Tick the ‘Send Transactions via Email’ Preference on Entity Records
Emailing transaction details is a convenient way to provide users with important information about their activities, purchases, or account changes. Many people have easy access to email, and it allows them to receive and review transaction details at their own convenience. Users can easily file and store these emails for…
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SuiteApps/SuiteScripts
Morning, How often does a SuiteApp or SuiteScript interfere with scripts already deployed causing them so stop working or not operate as expected? We are having scripts/processes that used to work stop working, and I am trying to find out the cause(s) of the failures that should continue to work until something comes and…
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Workflow starts with condition
Hello, Just wondering if there is a way or a formula where I can use a condition in a workflow where it only activates if a specific field (Social Security # in this case) starts with a specific number? This will then go on to make fields enabled & mandatory or not. Thanks, Kyle Parlee
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Custom Approval Workflow for Expense Report – Job Manager as Approver
I’m trying to create a custom approval workflow for Expense Reports. The requirement is that when a project is selected at the line level, the Project Manager should be the approver. I referred to SuiteAnswers 74759 and tried using the condition: "Project Manager is empty AND Employee:Supervisor = Current User" However, in…