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Workflow to Set Field Value Based on Another Field Value
Is it possible to make a field dynamic within a workflow if its values are sourced from a list? For example, if I have two sales rep fields on a transaction that records their percentage contribution whose values add up to 100% and are sourced from a list, how can I build a workflow such that the value of the secondary…
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Sales Orders & Waves saved search
Trying to determine if there is a simple search I can create to find sales orders that do not have waves created for them. I was able to create a search to find sales orders with waves created, but I'm stumped as to how/if I can find the 'NULLS'. My current criteria (transaction saved search): Type is Sales Order, Applying…
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Invoice Saved Search - # of $ Edits
Hi, Im trying to create a saved search that looks at the number of times the total/amt of an invoice has been edited/changed and WHO made the change. Date is anything after 11/1/25. The customer should be included along with the old and new total/amts if possible (but only the new amounts can be included if easier). Im…
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days until net due value on Vendor Bill
Hi Gurus, I have followed the suiteanswers : https://suiteanswers.custhelp.com/app/answers/detail/a_id/89025 https://suiteanswers.custhelp.com/app/answers/detail/a_id/74594/loc/en_US Can we retrieve the value of daysuntilnetdue from the payment terms on a vendor bill? It seems the Suite answer only applies to Sales…
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Saved Search Date Formula - Two Months
Hello, We have a saved search that pulls scheduled appointments and runs every Monday. We we want to limit the results to two months worth of upcoming data, but i cant figure out the date formula. For example, if the search ran on 11/10/25, we want to see appointments for 11/10/25-1/10/26. When the search runs next Monday…
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Formula doesn't work in saved search
I create a new saved transaction search type : item fulfillment. Then I want a calculate the total from sales order - the rate in Sales Order. I use the formula(numeric) is CASE WHEN {createdfrom.quantity} != 0 THEN {createdfrom.amount} / {createdfrom.quantity} ELSE 0 END. » It does work when I preview, It show 0 - the…
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How to calculate monthly running total of transaction amount grouped by subsidiary in a Saved Search
I'd like to calculate the monthly (Month of TranDate) running total (cumulative sum) of transaction amounts (Amount) grouped by subsidiary (Subsidiary (no hierarchy)) in a Saved Search.
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SuiteTip: Use Formula Fields in Summary Criteria
Welcome back to SuiteTip, your trusted guide to unlocking NetSuite's full potential! In this article, we'll explore how to utilize Formula Fields in Summary Criteria within NetSuite Saved Searches, a powerful feature that can transform your data analysis. In our previous article "SuiteTip: Use Formula Fields as Criteria in…
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Formula needed to remove GL codes from transaction total
I have a workflow that calculates the sales commission for sales orders based on the Sales Rep's individual rates and enters that amount in a custom field on the SO. This formula is: ({total}-NVL({altshippingcost},0)-NVL({taxtotal},0))*[insert rate] Sometimes the shipping or tax is entered as a line on the SO instead of in…
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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