Angela Bayliss · Senior Solution Architect · Silver Crown

You will need to cancel the workflow. To do this, go to Lists-mass updates-Mass Updates- WorkFlows. Find the workflow you want to cancel, and select the workflow name - Cancel. This will allow you to 'cancel' the workflow wherever it is initiating. Should do the trick! I hope this helps.

You can create a saved search of all bills imported, and set the bills to 'pending approval'. This way you can review the bills in a saved search, and they won't post until they are approved. Are you interested in this type of process? If so, let me know and I'll give you the details?

If you have permissions, when editing an inventory transfer record, you can click 'Customize form' in the upper right hand corner of the form. Do you want the department to apply to all items on the transfer, or just one line? If you want all items on the transfer to apply the department, add the field in the 'header' part…

Be very careful that you don't have any open transactions when you change the can be fulfilled or received! If you have existing transactions, you can lock them as being unable to receive if you change the ability to receive it while a transaction is pending receipt. You can set the generate accruals with the 'can be…

When you don't have any transactions within the Subsidiaries, you're safe to move them, but always do this in the sandbox. When this feature came out, there were possible issues in the financial statements — but that hasn't been an issue for a while. You should be golden!

Here is the table for applying and applied to transactions. As you can see, work orders are an applying transaction. So if you use applying transaction fields, you can filter your search to work orders, and in the results, you can select the applying transacion (WO) fields. Applied To Transaction Type Type Applying…

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It sounds like that user tried to select a different folder than the one mapped to the employee center. Try this: Provide that user with the name of the folder that is mapped to the employee center. Have them insert that folder name into the folder. When someone clicks on the drag n drop area, they see this: The issue…

You can credit the invoice in full, You can delete the invoice. These are the 2 options that you have. I hope this helps.

Ugh. It may be that custom field. I'm able to filter the search I created with a True/False field. I'm sorry. This may not be possible with the account you're using.

Require the PO to be created from the Work Order. This way, nobody should ever manually create them. Ensure the item sourcing is set to Purchase, and when the Work Order is released, a PO will be created automatically. This way, there will never be an issue with people creating them wrong manually. Make sense?

You didn't add any screenshots. If the custom record requires user permissions, and you didn't add 'view' permission to the role, you won't be able to see it. Creating a brand new role should be the last resort. There are so many permissions for standard NetSuite functionality that creating a new role will need LOTS of…

Did you actually go to setup > Accounting > Tax Code > New and create the new tax code? If you don't create the Tax Code, it won't be available to select.

THe employee center role is highly restricted. This is why you can't access the search, as the employee center doesn't have view permissions to the type of objects in the search. Question - are you customizing the employee center role, or using the default one?

Because Inbound shipments are received using an Item Receipt, you would need to trigger the workflow on the Receipt, not the Inbound Shipment. On the receiving page, users don't need to view the inbound shipment to receive it. On the workflow, you can isolate the item receipts to trigger by using 'created from ' type. Hope…

No, The options of Checks in NetSuite are: 3 part, Check at the top, 2 remit's below (Voucher style) OR 3 checks to a page. You can purchase checks at your local printer, if you give them a sample check. NetSuite won't print the routing or account number on the checks, either. I hope this helps!

Hello again, I did some testing last night, and found that if you alter the type of search to 'Inventory Numbers', you should be able to 'back in' to the information. This search type is the only one that shows all Bin fields, allows a bin true/false field to be used as a filter, and will show all items on hand with their…

Yeah, NetSuite reads left to right, top to bottom (if multi thread is not enabled) and it stops with the first error found. This can be very tedious, but it is overcome by using these keys when using CSV: Use internal ID's. Always. This way you can easily match to records you're updating. Use internal ID's of any sublist…

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NetSuite Tip: If you use NetSuite daily, clear your internet cache at least 1 time a month. Here is a document that shows you how!

Oh Robert Nedelkow-Oracle, I think we've all done things in prod that we meant to do in Sandbox. Live and learn! Any other gotcha's that may have been avoided when I got started? Wow - that was a long time ago. When I got started in NetSuite, shipping wasn't integrated yet. (I worked with Ed Bauman's team to test…

Hi M.Lisa, Solution providers like me don't suggest one over the other since they both have great features. WMS is not as flexible as RF Smart is, but which one fits better is really up to what the client is specifically looking for. Both are great modules, it's not which one is better, it's which one fits the client needs…

Great Question Mayumi Ciara Marie Cupcupin-Oracle, The ability to scale is rooted in the efficiency of their team. With that in mind: Item Record Management: Setting up restocking levels and vendor information on items to facilitate ordering of items Setting up Suiteapprovals to ensure PO's are approved quickly Procurement…

Hi Dan Garcia, I really want to help you with your lot number search. What data are you trying to see in your search? Available Lot numbers?

Can you tell me what data you're trying to retrieve? Is it just the Quantity on hand by Bin?

My boss actually hit me with 'Chat GPT said this about suiteapproval emails' yesterday. Honestly, I feel like I'm behind in this area. We all have a lot to learn!

NetSuite Tip: Any user who has access to the Sandbox environment should change the color of their NetSuite dashboard to something different between the two. This way, you know EXACTLY which instance you are in at all times, preventing you from doing something in Production that was meant to be done in the sandbox. I can't…

Well Hello there 3435602! What area of SCM would I like to see NetSuite focus on next? Honestly, I would rather have the NetSuite gods start going through all of the enhancement requests on the existing modules and start knocking some of those out. In my opinion only - features like Purchase Contracts, Requisitions, and…

Hi M.Lisa, NetSuite WMS is a great module. It's designed specifically for high volume warehouses, and brings efficiency to the outbound shipping. NetSuite users with high volume shipping no longer have 3rd party add ons to manage their shipping as WMS was built for NetSuite, by NetSuite. The only other real options for…