Hi @Vernita, Did our suggestion above help resolve your concern? If so, we would greatly appreciate you giving us an update and clicking the "Yes" button for “Did this answer the question?” for the response post which will also help us and the other community members track replies that are meaningful, and you will also get…

Greetings @drcashin, Can you elaborate more on your desired result for the Sales To Date Period field? How should it be calculated? Also, kindly provide some screenshots of the Summary Saved Search setup where the Sales To Date Period value is derived from so that we can also check. -Jack

Greetings @User_ZCWF3, Just to confirm if I understood your requirement, you need to have a Workflow that automatically creates a related Ad Hoc Queue record upon saving a new Item Fulfillment that has a ref# field value containing 'Web' and set the mandatory fields on the Ad Hoc Queue which are Item and Quantity. Is this…

Greetings @User_R6WMC, The duplicate tabs are likely caused by having Custom Center Tabs with the same name in Customization > Centers and Tabs > Center Tabs. You can delete the duplicate center tabs or limit the roles where the center tab shows up under the Audience subtab. See the sample screenshot below: Related…

You're very welcome @Vernita. Glad we could help 🙂 -Jack

Hi @Vernita, I have looked into your Workflow setup, and here are my suggested adjustments for it to work: 1. Since Customer and Entity refer to the same field on the Sales Order, selecting both would be redundant and could result in errors. So, only select either one of those two. 2. The After Field Sourcing client…

Hi @Katelyn M Pitts, Did the suggestions above help resolve your concern? If so, we would greatly appreciate you giving us an update and clicking the "Yes" button for “Did this answer the question?” for the response post which will also help us and the other community members track replies that are meaningful, and you will…

Greetings @Vernita, Thank you for posting a new inquiry in NetSuite Support Community. We will look into this and will get back to you with an update. To other members who have any ideas, feel free to share them here. -Jack

Greetings @Kathy W, Upon checking, Custom Sublists cannot be pulled up yet on Scriptable Email Templates including their underlying data. The following related Enhancement Request has been filed to address the limitation in the future: Enhancement 327319: Scriptable Template > unable to pull up sublist from a Custom Record…

Thank you for the clarifications @Vernita. Assuming that your desired result is to print the Tax Total as shown on the Sales Order/Invoice, have you already tried omitting the rounding function (i.e. ?string("$,##0.00;; roundingMode=up")) and just printing the field value as is? See the sample screenshots below: Advanced…

Hi @User_EKY01, The purpose of the Execute button is for testing Scheduled Workflows. Since the suggested solution is Event Based, and will execute upon the creation of new Sales Orders, you do not need to use that button. I have checked your Workflow setup shown in the attached file on your latest reply. You only need to…

Greetings @Vernita, It seems that you are having the Tax Total computed on the fly in the Advanced Template and storing its value in ${ttotal}. If this is the case, have you already tried referencing the value of the Tax Total field displayed on the form instead by using ${record.taxtotal}? -Jack

Greetings @Ken Zhang-Oracle, Thank you for posting a new inquiry in NetSuite Support Community. Tagging our gurus @Elychelle Gulen-Oracle and @Dominica Sevilla-Oracle who might be able to help you out on this one. To other members who have any ideas, feel free to share them here. -Jack

Hi @Katelyn M Pitts, Thanks for the update. You could be spot-on with your observation since a field needs to be displayed on the form for its value to be printed. With this, I was able to have the custom field value populate on the PDF attached to the email that was sent via workflow. Another way of checking fields that…

@Tybrneryan, you will need to add separate Set Field Value Actions for each of those ship to's. Hopefully this clarifies things. -Jack

Hi @Katelyn M Pitts, Can you check the following to troubleshoot the concern: 1. Is the correct Custom Form with the appropriate template set on the Bill Payment? 2. If the correct Custom Form is being used, is the correct Template set in the Email Template field on the form settings? See the sample screenshot below: 3. If…

Greetings @srussell, Thank you for posting a new inquiry in NetSuite Support Community. Tagging our gurus @Joy Noreen Magoling-Oracle and @Ivy Lopez-Oracle who might be able to help you out on this one. To other members who have any ideas, feel free to share them here. -Jack

Greetings @Tybrneryan, In Workflow Condition Formulas, you do not need to specify a whole CASE statement and only the expression being evaluated is necessary. In your case, {custbody_edi_store_number}='0022' should do assuming that the field can only contain numeric values. This can be also set in the Visual Condition…

Greetings @Camila O, Updating records outside the current record the workflow is running on is currently a limitation of Standard Workflow Actions. It can be only done using SuiteScript for now. If you need the script integrated into the workflow logic, you can use Workflow Action Scripts and Custom Actions. Hope this…

Greetings @Lewalsh11741, Upon checking and testing, the only way to add Custom Fields to the Payment Method record is via SuiteScript. However, note that Script Fields are always Non-Store Value, meaning that changes to their values on the UI will be discarded and will always contain the values assigned to them on the…

Hi @User_CS3KK, Kindly check if there is another Workflow or a Script that is causing the behavior in Customization > Scripting > Scripted Records > click the View link for Sales Order. The Scripted Record page lists all the scripts and workflows deployed to the record. Hope this helps. -Jack

Greetings @Katelyn M Pitts, Thank you for sharing your concern in NetSuite Support Community. We will look into this and will get back to you with an update. To other members who have any ideas, feel free to share them here. -Jack

Greetings @User_CS3KK, You can set up a Workflow that sets a default Main Line Location on Sales Orders based on the current user. On the Set Field Value Action, add a Condition that checks the current user. See the sample screenshots below: Hope this helps. If you find this reply to your question useful, others might be…

Hi @User_7PN92, Did the given solutions in our previous replies help address your requirement? If so, we would greatly appreciate you giving us an update and clicking the "Yes" button for “Did this answer the question?” for the solution posts which will also help us and the other community members track replies that are…

Hi @User_7PN92, Do you still need further assistance with this inquiry? If not, we would greatly appreciate you giving us an update and clicking the "Yes" button for “Did this answer the question?” for the solution post which will also help us and the other community members track replies that are meaningful, and you will…

Greetings @User_JVL1I, Thank you for posting a new inquiry in NetSuite Support Community. Tagging our gurus @Joy Noreen Magoling-Oracle and @Ivy Lopez-Oracle who might be able to help you out on this one. To other members who have any ideas, feel free to share them here. -Jack

Greetings @User_0RQ7O, Your condition did not work because it was checking a different field (Sales Order (Join field) > Item) instead of the intended target field (Current Record > Items Sublist > Item). The correct approach to achieve your goal here is to use a Sublist Action Group that iterates through the items sublist…

Yes, that is correct @User_7PN92 🙂 -Jack

Hi @User_DXOZO, As a workaround to prevent emailing via Create New > Email for Pending Approval POs, you can implement the script provided in the thread below: Hope this helps. If you find this reply to your question useful, others might be as well. By clicking the “Yes” button for “Did this answer the question?” below,…

Hi @User_NC62U, Have we provided what you are looking for? If so, we would greatly appreciate you giving us an update and clicking the "Yes" button for “Did this answer the question?” for the response post which will also help us and the other community members track replies that are meaningful and you will also get closer…