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Filter Balance Fields on Customer Page For GL Account
Hello, Im trying to filter two of the balance fields on the Customer page > Balance Information section on a specific GL code. The two balance fields id like to filter are below: Balance and Overdue Balance Id like to filter the amounts in both these fields on a specific GL account (10100). From my understanding, these…
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Decimal Limit Specification for Percent Field Type
Scenario & Issue: When we input a value with more than 4 decimal places, such as 43.284703%, into a Percent field on a Sales Order and save the record, then the value was saved as automatically rounded to 4 decimal places (43.2847%). Questions: Is it a standard NetSuite specification (Working as Designed) that the Percent…
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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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Workflow Error - Map Payment Method Field
Hello, I have a custom payment method field named "Payment Method - AR". When the user selects a value from this drop down, a workflow should map it to the native Payment Method field. Below are those fields. Based on the "AR" field selection, i would expect the native Payment Method field to also contain "Apply Journal…
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Modify/Map Customer Form Sublist
Hello, Below is a snapshot from a Customer record > Sales subtab > Transaction sublist. The Document Number for Customer Refunds are blank. We are trying to map the blank field above to the Customer Refund > custom Wire# field below. So whenever a Wire# is entered into the field below, it will appear in the Document Number…
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How can Serial Number records be updated via CSV import?
How can Serial Number records be updated to add additional entries for that unique record and how can I map this update using a a CSV import? I know that I cannot change the original serial/lot number on the record. However, one of the issues that we have is that there are several that have been entered incorrectly over…
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Sandbox to Production
Hello - I am creating new fields, forms, and lists in Sandbox. What is the easiest way to move this into production?
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How to create a saved search for approver in approval rule?
in purchase requisition, I use approval rule for approve so when the document submitted for approval, it will display the account in "Next Approvers" filed like a picture below. I have a question, how to create a saved search for approver?, I am not sure about the the correct criteria because the "Next Approvers" field…
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How many capability of custom body field in available filter saved serach
1. When I create Sales Order with the assembly item and I will check Create WO is true. after submit and approve, the system will generate Work Order. 2. In Work Order will have the custom field that I create for save the created form document number of sales order. This field is list/record type 3. I always use it in…
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NSC | How to Create a Dynamic Default Value Using Formula Fields
When creating custom fields in NetSuite, you can assign default values so users don’t have to fill them in manually every time. However, sometimes you need that default to be dynamic — for example, setting the current date, current user, or values that depend on another field. Using Formula Fields, you can achieve this…