Chelsea Jacobs · NetSuite Administrator · SuiteMaster

Correct! This one can have multiple columns in the results like including the Customer's name so you can see both their name and their remaining balance.

You'll need to create a separate Customer saved search for your workflow. In this one you can list the customer names. It would look something like… Criteria Transaction: Account: 10100 Accounts Receivable Transaction: Posting: True Results Internal ID - Group Name - Group Transaction: Amount Remaining - Sum I recommend…

Hi @User_BCKYD For the second item you'd create the same field and mark it as stored. However, do not add in the search on the Validation & Defaulting tab. I also recommend naming the second field with "Stored" at the end so you can tell the two fields apart. For the WF yes it would be Record Type: Customer and Subrecord…

Hi @User_BCKYD, Apologies for the delay in response. I tested in my own environment and you'd need to do the following: Customer Saved Search Do not use a Transaction Saved Search like I originally indicated Criteria Transaction Fields… Account: 10100 Transaction Fields… Posting: Yes Note: You can add in other Transaction…

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Hi @User_BCKYD For the saved search, do not list the customer in the Results, just the balance. I'm not sure if Amount Remaining is the correct field to pull in your system, you'd need to verify that and the results first but once verified there should only be the balance field listed (amount remaining in your example) in…

@Divya Unnikrishnan - Hope you don't mind me tagging you hear but I've seen you give some great advice on FAM so you may know this answer

Hi This is absolutely possible with Custom fields and your way of thinking it through. Create a saved search for the A/R balance filtered to 10100 Title it "Sourced | A/R Balance 10100 ***DND Sourced** so users know the search is populating a custom field ("sourced") Create the Custom Entity field and under Validation &…

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C. Settings Portlet

Hi @User_F2L3K Did you test this in the Release Preview account and it worked there but not when you upgraded? Or did you not test and went straight to updating? NetSuite Support will want to know this information when you file a ticket which you should if you this setup heavily and the changes no longer work for your…

B. The total amount is updated

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B. 10

False

A. Corporate Card

D. 4,000

C. Mark the Use Bill-to Address from Vendor checkbox

B. transaction_lines.item_id = items.item_id

Hi @User_8LGY2 I've found the same to be true, two fields with the exact same name and three results: Both fields are empty One field populates data, one field does not Both fields share the same data

Hi @User_8LGY2 It would be helpful to know what kind of Report you're attempting to run but my initial guess is something to do with Vendors/Payments. SuiteAnswer 32901 helps explain the different between an Entity and Entity(line) fields. Keep in mind that any type you see "Line" it's indicating data at the Line-Level,…

A) Period Offset

I haven't found a solution for that in my research, looks like a NS blocker but maybe some other users have a creative WF solution before you have to move to a script.

Hi @Elina Kourouzidou Can you please confirm: The Item is set up as an Inventory Item (Not a service charge or non-inventory item) PO line-level location matches the location you selected in your Current Inventory Snapshot report Your Current Inventory Snapshot was set to the matching Subsidiary of the Purchase Order

Hey @Dext3r Do you have a Sales Order Form set as Preferred? If yes, this could be the blocker. You can test it by removing the preferred form setting from your SO form and then seeing if your WF behaves as you expected. If it does, you'll have to decide if it's more important to have a preferred form set or having this WF…

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Agreed with @Clarisa De Torres-Oracle I've seen multiple users report issues with deleting and or creating/using Scheduled Reports since the 2025.2 upgrade. A ticket with NetSuite Support should be filed.

Hi @Preethi Kondur Can you add inventory to NetSuite via an Inventory Adjustment and create the "dummy" IF for those items that were never marked as fulfilled, which will then decrement the inventory again so that your other orders remain on backorder and the original order is completely fulfilled/shipped.