Chance Fry Bronze Medal

So I think the SuiteAnswer 71245 has a typo. You will need to drop the Main line criteria. Journal lines are considered main line=true

What do you have setup for criteria?

A few thoughts on why this is not working as expected. In the Suiteanswer 71245 review step 11 for the available filter. The filter will need to have internal ID selected and the filter shown. Check for permission issues for the user/role trying to access the saved search via Field. Review the field setup to uncheck the…

For a basic approval process, I would start with a few states. then think through the logic required to process the approval. initially, I would keep it simple and then iterate. Entry-setup transaction defaults: Pending approval, Submitting user, approving user, Disable edits for controls. Pending Approval-Allow authorized…

Is the expected ship date on the header or line level of the transaction? You may check if the field referenced in the saved search is the same field that has been edited in the transaction. There may be a mismatch between the two fields. I have seen a workaround that will copy the native field value and insert it into a…

Depending on the situation we would disable edits to the Price level, Rate, and extended price on the line level via a script. Because there are usually edge cases where edits are allowed (Sales manager, Executive team, etc.). An alternative would be to have a script that resets the price based on the item record so the…

What records is the script touching? Is the script running under a user role or with admin permissions? If a user is triggering the script the user will need enough access to the records the script views or edits to complete.

Is there any new workaround or plans on the roadmap? I have a client adopting the bank Match/Recon process. There are pulling the BAI file from Wells Fargo Bank via SFTP. The workarounds seem to be focused on manual steps. I found the following SuiteIdeas - 585741

May want to create a support ticket to help troubleshoot the issue. I do not see an issue in our environment.

The workflow actions will only kickoff if a field is edited. I can see what you are trying to do. I have found logging on field changes (After Field Edit, After Field Sorcing) to be challenging to capture in logs. I generally will create a Field (state) to set a variable then use an action at the tail end to push to the…

Here is one solution 1. On the Journal > list screen click Customize view 2. Name the View then click the save button a. Results: JE Total Dr Cr Default View 3. In the global search bar paste the search name from the previous step, click edit on the displayed result 4. Click into the result subtab 5. Add a new line with…

Seem like the role does not have access to the transaction. Is she using an out of box controller role or a modified controller role with more limited permissions?

Maybe I just needed to walk away. I see the internal ID available in the import screen when I jumped back in. Sorry for driving everyone down this rabbit hole. Thanks for the assist.

@JohnCirocco Yes I do have that setting enabled. That does not solve the issue.

@Nairolf Yep, I am surprised also.

@Nairolf I have the Record name (auto-generated ID/number) and the internal ID in a saved search. I would like to push back up to the respective custom records in NetSuite. But I do not have a unique key to match my CSV/Excel to NetSuite custom records. I did have a colleague mention that the manual displays the External…

I personally do not enjoy importing the names of values into NetSuite. I usually run into the issue of a name change in the COA, Segmentation, Items, etc. I think you may find using the internal IDs may simplify the issue. Using IDs will eliminate the need to build the hierarchy of parent : child records. Format the export…

@NetSuite4All I see what you are doing. I assume you are talking about a Excel workbook that you are using dump the raw data into then outputting for a CSV import into NetSuite. I have done many of these files working in the accounting industry. How many levels of parent : child relationships to you have?

You could create a new email address on the customer record then add a workflow to each transaction that creates an email per the requirements.

@Robert Nedelkow-Oracle Thanks. I assume NetSuite customers should still vote on enhancement requests and not rely on this medium for communicating product enhancement ideas. I can see this being beneficial for the frontline user/manager that is not provisioned for SuiteIdeas-enhancement requests. If anything allowing the…

@iecpradeep_14007 You may disable the native NS print option then create a workflow that performs the print via a form button. Then I would add a workflow step that sets a workflow field (Date/Time or sets field). Then turn on logging in the workflow. Would not be part of the system notes but would be in the workflow logs.…

I would view the Role field to be the company defined list of roles that would allow comparison of two different customers in a apples to apples view. Roles also can help standardize your contact list and provide a "good data in = good data out" model that can help drive better business decisions. Job Title would be more…

You would need to edit the Journal Entry form Edit or create a new journal entry Click the Customize link in the top right corner of your screen (may need permission) Click into the Screen Fields subtab Click into the Lines sub-subtab Then click into the line to move Click and hold that line and drag up or down OR click…

* Where are you located?* Overland Park, KS, USA * What kind of work/study are you currently doing?* Currently working as a financial analyst/implementation engineer of NetSuite * What NetSuite product areas do you primarily use (ERP, SuiteCommerce, OneWorld, Analytics, etc.)?* Main focus currently is implementation and…

@"Jyothi R" I have found that a numeric formula with the Trunc will provide the days between the 2 date fields. Since the date may be stored as a date only or date/time the trunc will just keep the date portion of the field for calculations. TRUNC({today})-TRUNC({trandate}) Chance Fry www.meridianbusiness.com

What are you trying to do? Perform a saved search? Did you want this information as a criteria or a result? Perform search in a script? Chance Fry www.meridianbusiness.com

You may check if you can modify it with a workflow action: Set Field Display Type Or you may be able to use a script to hide.

@"4152294", In your saved search select the Formula (Text) in your results then insert the following formula: REPLACE(TO_CHAR({amount}*100),',','') If the number appears to be formatted to be a number Excel may hijack and format the text string back into a number. As for the zip code I would use the following formula.…

I have used the Preferred and restricted checkboxes to control/limit access to sensitive data on the customer record. If you have 2 different types of customer you may want to set up another role that restricts the form on the dashboard. An alternative could be to set up a workflow to set the custom form based on criteria…

@"PaulFleetwood", I have found that the following work-around can help when setting the criteria with a SQL formula. You can flip the When/Else = 1 to fit your needs. I also like to add this the SQL formula to the results with the decimal also to allow diagnosing the formula logic and results. Since the Criteria will only…