Harsha Kumara Bronze Medal

Hi @Kristoffer Viray-Oracle There is no E-mail template. I am using custom email within the workflow action. Actually my requirement is to send specific advanced pdf report under "include Transaction" along with this email. not the preferred one

Hi @Joahnna Given Uy-Oracle No, it is not an another custom field. i am trying to enter user note using notes sublist. this is my custom record and sublist Custom record setup

Hi @Michelle Jabanes-Oracle As you can see in your screenshot, those are disabled. NetSuite doesn't allow to hide those.

Thanks @Kristoffer Viray-Oracle

My purpose is not relate to vendor. I have created custom record where user can select customers. i want to stop creating customers using the custom record instead they go to standard form and create customers. that's why i wanted to disable that create new button.

Hello @Niks Blando-Oracle Using the memo field value present in the "Write Check" record, I want to locate the pertinent "Write Check" record. But it's still not working in NetSuite. You confirmed that this enhancement has already been pushed to NetSuite. Maybe that's why I could not find it in SuiteIdea.

Thanks Patrick for your Feedback

Here it's mandatory to select a payee. if I create a new payee as "petty cash" and enter a transaction, will it record as Pre payment ?

Hello @Micah Timbol-Oracle Thank you for your information. Yes, Petty cash is a bank account type GL account. Our client is printing checks through NetSuite. What they do is they issue a cash check to top up the float. So as per my understanding we can not use fund transfer and journal entry since the check print is not…

how about this, 1) Create a form with a drop down field to select the type of expenses and this will be the preferred form. 2) Create a workflow (after field edit) to load the relevant form as per the user input.