-
Workflow - Changing Customer Bank Details Unchecks Refund Payment Box
Hello, We are trying to create a workflow that looks at the Customer > Bank Payment Details (Credit) > Bank Details sublist, and whenever any addition or modification of customer bank details happens, uncheck the EFT Customer Refund Payment box, also on the Customer > Bank Payment Details (Credit) tab. Here are the…
-
Sales Order Approval Issues?
Has anyone been experiencing sales order approval issues? The approval process is a custom workflow. New orders go straight to pending fulfillment. I know there was a sales order approval permission update requiring 'edit' or higher, but our permissions were already set to full.
-
Inventory Adjustment
We are building out new products in our system and as we build them and look to follow our sales workflow, we are having issues with these items being identified in the system so we can adjust inventory as needed. Each time we look to follow the process and adjust the inventory, we receive an error that it does not have a…
-
Global Search - internal ID
Greetings, Is there a way I can create an internal ID or a custom/native field with a randomized number that I can search globally? We need a field that can be globally searchable that's not a name, ideally a number, so I assumed internal ID would be the easiest, but I cannot seem to find it on the workflow or filter and…
-
New To NetSuite | Workflow: Create a Created By: field for Transactions
New To NetSuite | Workflow: Create a Created By: field for Transactions. Ever wondered if it’s possible to have a field that automatically sets the employee that created the transaction? In this topic, we will tackle how to create a Workflow that will automatically set the employee who created the transaction on a custom…
-
Invoice Workflow Error: "Attempting to access memorized transaction as a non-memorized transaction"
Hi everyone, I recently received an error email regarding my Invoice Approval workflow. The workflow setup is as follows: Here is the error message I received: "This email notifies you of errors which occurred within asynchronous processing of a workflow that you own. For more information about these types of emails,…
-
Adding new vendors
Every time I add a new vendor or update a vendor's address, NS is asking me to update another vendor's update. One time, it kept on asking me to update the address of a person I had on my phone but was never a vendor to our company. How do I stop this?
-
That recipient is invalid, disabled, or does not have an email address.
Any idea why im getting this error. My WF should only go to pending approval stage if the next approver has any value. and send email action is only available in pending approval state. state. somehow its moving to PA state and trying to send email and throwing error.
-
Best way to send a one-time email to AR customers from a Saved Search?
Hi everyone, We need to send a one-time notification to all of our AR customers informing them of an upcoming banking information change for future payments. We already have a Saved Search that returns the list of customers we want to notify. What is the best approach for sending this email? Is there a native NetSuite…
-
Setting Up a Vendor Bank Detail Approval Workflow.
Working with Gemini, I have the start of a Vendor Bank Detail Approval Workflow I am not able to populate a custom status field in the Bank Details or a Status field in the Parent Vendor field. Has anyone attempted this type of approval? Thank you