Chelsea Jacobs · NetSuite Administrator · SuiteMaster

Hi @Martha Hakes Apologies for the late reply as I was out of office. Was the saved search saved at the time of creating the Workflow? This can happen when the workflow is created first, then the saved search.

Hi @Honey Soe Without the LCS Pass it can be difficult to study, but not impossible! Adding to my fellow gurus tips: Take the below linked sample test once. While answering each question: Pay attention to the wording. Often times the wording itself gives you the answer if you don't overthink it or second-guess yourself. An…

Answer: C. Put

Hi @Chan Man I believe you may be getting double amounts because of the GL impact which tracks two or more accounts. Even though an Expense Report is not GL posting, it will show the future GL impact which would have both a debit and credit account listed. Looking at your initial criteria, you might consider the following…

Answer: B. 90 Day

Hi @Avinash Agrawal Hopefully I was clear in my question. The user/system that sent the email would be the one to receive the replies. Have you confirmed that the email on the "Sent From" in NetSuite under the customer communications is the email you're logging into to look for replies with your email provider? Is this…

Hi @Kedalene Just modify your report at Step 4: Select "Edit Columns" tab Select "Comparison Amount" Scroll down to "Alternative Period Range Type" Choose "Relative to Report Type" At "Alternate Period Range" choose "Last Fiscal Year" Choose "Relative to Report Type" As your needs in the report change you may need to come…

Answer: Advanced Billing

Hi @Avinash Agrawal , There are a few things that could cause this but first, are you certain the email being used to contact your customers is a personal/work email and not a systematic NetSuite (like noreply@oracle.com) email?

Hi @KNason76 Originally I thought you were looking for fulfillment percentages but re-reading your original post I think @Tafara was on the better path. If you're just looking to be alerted when a sales order only gets partially fulfilled you can do a basic saved search and email alert: Created a Transaction Saved Search:…

HI @Kedalene Please try the following steps: Reports > Financial > Comparative Balance Sheet (or Income Statement) Select "Customize" Select the "Filters" tab Edit Comparative Period and select the month/period you're looking for: Jan 2025 Select "Done" Select "Edit Columns" tab Select "Comparison Amount" Scroll down to…

Hey @Martha Hakes , As an example of how you'd go about this: Existing Field: Pending Approval Qty. on PO This is your existing field and I am guessing under the Validation & Defaulting tab of the field setup, you have a saved search listed under the "SEARCH" field. Is that correct? If yes, please proceed to Step 2, but if…

Hi @Siva Padidam I don't know of a way to shut off notifications for CSV uploads and will let other users advise if they've heard of a solution for this. Alternatively you could do one of the following: Set up a rule in Outlook or other email provider that automatically moves those emails to a folder separate of your…

Hey @Martha Hakes Is the field a sourced field? If it's a sourced field then the field is only visible on the transaction in real time but cannot be used in reporting/saved searches. The solution there would be to create a second, similarly named item field that is set to "stored" and introduce a workflow or script that…

Hey @KNason76 In addition to @Tafara 's recommendation to use a Saved Search/Email alert, you can also created a sourced field updated via a workflow to a stored field that displays on the sales order itself as a "Fill Rate" percent. Let me know if you want more details on that.

Answer: B. 60 Days

Answer: False

Answer: C. Create Automatic Memorized Transactions as -System-

Answer: True

Hi @Vernita My understanding is that Activity Codes are categories and Project Tasks are the to-dos associated within that category. For example, your Activity Code could be "Marketing" and the Project Tasks might be "create an account with Klaviyo" or "distributing branded emails to customers". Then you could track the…

Hi @Jordan Cohen The most common email failures are below. Failure Reason "Blocked by Mail Filter" would fall under the Spam Filter Issues Incorrect email address Pretty common; verify with customer and correct as needed Bounced email The recipient's server blocked this email determining it was undeliverable. This can be…

HI @Vismay Barot Users should be able to do this themselves with the correct permissions; it is not a complicated task. We have users with no IT background completing CSV uploads that take only a few minutes. The way our team does something similar is: We have a saved search setup where the user can enter the transaction #…

Hi @Jordan Cohen Per Ivy's note below, is the Workflow in "Testing" state right now? If yes, NetSuite will only execute on the first 20 records each time the workflow is executed. Once moved to "Released", it should execute on all records in the saved search, pending their emails are available/valid. If the Workflow is…

Hi @Elina Kourouzidou Here's a link to NetSuite's documentation on enabling and setting up IP Address rules for your company/roles/users: Thanks!

Hi @User_Q1DPO I would recommend trying: ${vendor.entityId}

Hi @User_9MC03 For a Saved Search: Open any Customer's Dashboard Select "Personalize" Select " Custom Search" On the Custom Search Portlet, select "Set Up" and choose your saved search along with any other settings shown in the popup. The results displayed when done will only be for that customer and if you go to another…

Answer: B. Initiates the Workflow only during record creation

Answer: A. Setup > Support > Preferences > Support Preferences > Notify Customer Upon Automatic Closure.

Hi Jam, Unfortunately, neither of these SuiteAnswers addresses the issue we're having.

Answer: C. Straight-line, using exact days