Chelsea Jacobs · NetSuite Administrator · SuiteMaster

I did that for now while I work on removing emails settings from the saved searches but I imagine I'd need to turn that setting back on in SB when I'm testing searches, workflows, approval routings, etc. correct?

Can you confirm that although the employee/user might not be setting the Location, they are creating the item at 2:30am? If yes, then this is likely the location is set as a default somewhere. Here are a few places to check Check out: Setup > Company > Enable Features > Items & Inventory > Advanced Item Location…

Can you please provide a screenshot for us?

Hello, Can you please identify the transaction where you're seeing this? Are you referring to a Sales Order? Are you setting the header Location when creating the transaction?

Hello, Does this work for you? CASE WHEN {type} = 'A' AND {category} = 'MISC' THEN 'AAA' WHEN {type} = 'B' AND {category} = 'OTHER' THEN 'BBB' WHEN {type} = 'C' AND {category} = 'Internal' THEN 'CCC' ELSE 'ZZZ' END Or this one accounting for NULL values: CASE WHEN NVL({type}, '') = 'A' AND NVL({category}, '') = 'MISC' THEN…

You may need to enable that option in your features. Check Setup > Accounting > Preferences > Accounting Preferences and review the Approval Routing Subtab. More info below that should help with Purchase Request approval routing.…

Hello, Do you mean Purchase Requisitions? If yes, you can use Approval Routing. See this article: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_3960249592.html

B. Set Field Value

Congrats everyone!

Sales Order

False

True

My recommendation would be the following: Log into NetSuite Select Support > Go to SuiteAnswers Select "Contact Support" in the upper right-hand corner Select "Create a Support Case" from the right-hand column In the Step 1. search enter your issue Select Step 2. to select the type of case you want to create From there…

PO Status: Add "Status" to your Results tab if not already there Item Receipt Status As you said, Item Receipts don't have a status. But you can add the following to the Results tab and this should help: Billing Transaction Fields…: Status: Recommend changing the column name to "Bill Status" so it's clear Billing…

I would modify Tris's recommendation slightly. Instead of choosing the "Applying Transaction" field in the criteria and selecting every Item Receipt your system has, update the criteria she suggested to the following: Criteria: Applying Transaction Fields… > Type > Any of "Item Receipt" and "-None-" this ensures that you…

Hello, Account Manager - Yes I've had this experience at various employers as well. Either ACS (if you work with them) or your partner of record can tell you who your current Account Manager is when need something. Can you show us the path you're taking to file a support ticket currently? Screenshots would be helpful

Can you post your current criteria and results as you have it in the saved search now?

Checkout NetSuite Mail Merge:

Hello, A few questions: Are you the Admin? Is this happening to all users/roles or just specific ones? Have you checked Oracle NetSuite Service Status to see if there are any server outages in your area? Have you tried the standard troubleshooting tips: restart computer, try from a different browser, clear your browser…

D. Transaction Search

Hello, It's my understanding that you cannot change the native NetSuite statuses applied to transactions Here's a link to permissions and options. Likely you'll need to set Pay Bills to View permission along with setting the same view permission for Approved Online Bill Payments.

False

Hi @Araganti Abbaiah Are you the NetSuite Admin?

C. Conditions

Hello, Please see below for how you could build this search to show you only open orders where at least one item on the order is available to be fulfilled (committed). Lists > Saved Searches > New Search Type: Transaction Criteria 1. Type: Sales Order 2. Status: None Of Sales Order: Billed, Cancelled, Closed, Pending…

Hello, Could you explain current state and desired future state a bit more? Are you trying to run a report that shows previous Quantity On Hand with New Quantity On Hand? High level, if you go to Reports > Inventory/Items > Current Inventory Snapshot, you'll see the On Hand is already listed. If you select "Customize" and…

Hello, Do you mean how you can show all users currently logged in at a given time within a saved search? If yes, I don't that NS provides that information directly but you can create a custom Login Audit Trail by completing the following: Lists > Saved Search > New > Login Audit Trail Under Criteria, add Date and in the…

Totally understand! Will be interested to see what NS Community Support has to say on this.

Have you already deactivated the workflow/script that is populating that field? If not, that may be a good place to confirm if with the WF or Script is setup to hide that field until "Save". That could explain why existing records, which have already been saved, display the field and new records do not populate the field…

See Suite Answer 84614 which shows you how to setup a saved search to indicate the status of transactions that may still be processing along with knowing your schedule for the recalculations.