Hi @User_4DBX2, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @Cindy R. glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @kees.netsuiteadmin, Have you seen our latest comment? Thank you!

Hi @Richard Appleford OB, After further investigation and internal consultation was conducted, we were able to confirm that this feature to run the workflow on the Saved Search with summarized results is still beyond NetSuite's capabilities with the Enhancement details below: Issue #537362 Abstract: Summary Saved Search >…

Hi @NSPK, There is a new suggestion for this. You can check it above! Thank you!

Hi @Daniel P, Since we cannot check this in our testing environment, we would not be able to find the root cause of this issue. I highly suggest that you file a Support Case to our Support team since they have the possibility to access to your replica account for testing which in this case is needed. Thank you for your…

Hi @Kedalene, This is awesome! Thank you so much!

Hi @brocha, You can try adding this code after the highlighted code below: <tr> <td class="heading" align="right">Test</td> <td class="heading-info"><#if record.item[0].price?has_content> <#assign pricing = record.item[0].price?keep_after('(')> <#assign pricing = pricing?keep_before(')')> ${pricing}</td> </#if> </tr>…

Hi Vernita, You can check the following SuiteAnswers below, this might help you regarding the exclusion of inactive items. Exclude an Option/Item on a Custom Field List/Record Making a Custom Segment’s Values Inactive -Lyka

Hi @Robert Cotran, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @Vernita, Yes, As of the moment, you cannot put "and & or" in the sourcing and filtering tab of Custom fields. I also checked if there are existing Enhancement Request about this but there is none. So feel free to submit one. You can do so by either submitting a case to NetSuite Customer Support or via SuiteIdeas

Hi @brocha, Thank you for writing in! Can you please send the full html code for the pdf template? We need more information for our investigation. Also, is the "Price Code" a custom field or is if from the "Price Level"? Thank you!

Hi @kees.netsuiteadmin, After reviewing the situation, it appears to be complex since sourcing the PO# to the Work Order record would require a Custom Field or scripting. I have searched for similar cases but couldn't find any. There are also no existing Enhancement Request about this, so feel free to submit one. You can…

Hi @Daniel P, I can help clarify the situation with the automatically created POs and workflows. So, here's the deal: When the system generates records automatically, it sometimes follows a different set of rules compared to when you create records manually. This is totally normal and helps keep things running smoothly…

Hi @Vernita, To answer you question for "How do I filter the list of employees returned so that it excludes inactive employees?" and "Is there a way to apply an 'or' criteria?", I think this is both not possible via sourcing and filtering. You can try it via formula, saved search, or scripting. You can try checking the…

Hi @HoJo, No worries. I appreciate your understanding and willingness to explore solutions within our community forum! It's always great to see users collaborating and sharing ideas. Many community members have successfully tackled similar challenges by creating custom scripts to handle complex calculations. You might…

Hi @Kedalene, That's wonderful to hear! Would you be willing to share it here so it can help other community members facing the same issue? Thank you! -Lyka

Hi @Deepak Joseph, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @User_8TVCE, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @Deepak Joseph, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @User_Z2FVL, Have you seen the suggestions above? Thank you! -Lyka

Hello @Elizabeth Vance, Did you see our latest response? Thank you!

Hi @HoJo, You can try adjusting your existing formula to account for these exclusions. Here's a possible approach: Use conditional statements to check for the identified criteria. Calculate the total excluding these line items. For example: IF {item name} = 'Shipping' OR {category} = 'Tax' THEN 0 ELSE {amount} Modify your…

Hi @GSONI, As per my investigation using the details you provided, I have confirmed that the functionality you are looking for is an existing system limitation. We understand that the feature will be beneficial for you. Fortunately, there is already an Enhancement request logged for your concern, with details as follows:…

Hi @kees.netsuiteadmin, You can try this: Edit your Work Order Layout and clicked on the Add Custom Element button Set the following values for the Add Element popup window and click on OK: Element Name: Customer PO Number Element Text: {otherrefnum} Wrap Text: is checked Show Label: is checked Let us know if this helps!

Hi @Kedalene, Just to clarify, you want to create a custom segment in the Employee record? If yes, as per checking, it is currently not possible to have a link to the “Employee” records using a Custom Segment. I hope this answers your question. Kindly let me know if you have any concerns.

Hi @NE_JohnC, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hi @jmack_admin, glad to have you with us today, and thanks for posting here in the NetSuite Support Community! Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!

Hello @Elizabeth Vance, Indeed, it is possible to provide users with workbooks containing tables or pivot tables via email as Excel documents. However, the process might vary slightly depending on your Netsuite account settings and the interface you are using. If you are referring to the 'Edit' option in the classic view,…

Hi @User_Z2FVL, Have you seen the suggestions above? Thank you! -Lyka