First of all... My apologies for not getting back sooner - I was on vacation last week. I don't believe I am not looking to use a static value. The value will be different for each item master based upon the ITEM CATEGORY value. I want the From Field (Item Process Group) to bring in the same value that is entered into the…

Please disregard. We finally discovered the issue was within the handheld scanner.

This is what I suspected. Thank you for your valuable time and help.

@Dominica Sevilla-Oracle Thank you for replying. I made SOME progress this weekend on this. Here is the status of my current progress. NOTE: The item we are trying to exclude from our invoice total(s) is FREIGHT CHARGE. (NOTE: This is a NON-INVENTORY item which we MUST have as a line item on the SO, and not as the SHIPPING…

@Dominica Sevilla-Oracle OUTSTANDING Support !!! With your guidance I finally found WHERE I could source the data from. Once I had that oh-so-important bit of data I was able to tweak it to exactly what I wanted. For anyone else looking to accomplish this, here is the End Result... Formula (Currency):…

Awesome! It worked! I guess I had tunnel vision when looking for the vendor filter and never thought to go to the "Purchase Order Fields" field selector instead of the" Purchase Order" field selector.

Thank you for your prompt reply. Your comments are appreciated.

I don't believe it, but I solved it. Sorry to bother y'all but this was something I was told had to be done today and was unsure I could pull it off.

I need to modify my request. I can create a workflow as needed EXCEPT it requires individually selecting all of the customer numbers that are associated with/tied to the PARENT customer. So, this will not work if a new customer is added under the PARENT customer after the WorkFlow was created.

Ivy, that was it! Thank you very much.

Pauline, Thank you for responding. Greatly appreciated. At least now I know it was not something i was doing (or not doing) ?

OMG. That was it the whole time. You solved my issue and made my day!!! Thank you very much.

Jack, Thank you very much for your assistance. I would greatly prefer to use the User Role Permissions restriction option. However, the role was already set up with VIEW Permission on Custom Lists. Yet, the role can still access the "- New-" option on the drop down list. Any guess as to why?

Jack said "You will be able to save the template by clicking the Save button on the error dialog. See screenshot below:" YES!!!! It worked. You have saved the day! Thank you so very much!

Jack, Thank you for your input. However, when I did try to save the template I got the same error message and it would not let me save it.

Awesome! ? That seems to have solved my issue! I kept looking for something like that but must have looked in the wrong place. Thank you so much!!!

Ivy, Thank you for your reply. I had already taken a stab at resolving that with my first attempt at creating a SuiteScript in NetSuite. I had it figured out, minus one small detail. But even that is now resolved. Now only ADMINISTRATOR and one other role I specified can access the Reallocate Items page.

This was easier than I thought it would be. You can actually find the allocations by going to "Reallocate Items" page. That's the good news. ? The bad news is that this brought to my attention that our Inside Sales personnel have access to this page - NOT GOOD. ☹️ I have to see if I can customize our Inside Sales role so…

Screenshot below showing result of successful change: Manual Date line 1 remained 11/30, while Line 2 was populated with the NEED B¥ date as desired:

Jack, Your solution is now working. While editing my settings, i some how deleted my "CONDITION: Line: Expected Ship Date Is Empty". Thank you SO MUCH !

Jack, Thank you very much for your input. It partially solved my problem: It did populate the missing date at the line item level. BUT... it also overwrote the pre-existing date on the other line item of the sales order.

Should the Expected Ship Date field populate upon record save? ~~~ Yes, this is the desired result. In the Workflow Definition Page, if the Trigger Type is changed to -All-, does the Workflow somehow updates the value of the Expected Ship Date field? ~~~ I tried that, with no luck; the Expected Ship Date did not update. Is…

Camille, No big deal, but I am Jay. Your addressed you reply to Roberto. ? Just checking to make sure you did intend to reply my query.

Thank you, Jack. I now know how to proceed from this point.

Robert, I did so, quite awhile back in fact.

I am located in Houston, Tx. I am the NetSuite Administrator for KACE Valves / Process Resources Inc. Fun Fact: I am an accomplished Mentalist/Magician, Seventeen years as House Magician for Houston's famous Magic Island, Member of Order of Merlin.

Hello, I am Jay Schwausch, located in Houston, Tx. I am the NetSuite Administrator for Process Resources Inc / KACE Valves. I was tasked with preparing and exporting all of our data out of Epicor into NetSuite. Quite a task! Now I am about to go to China and begin the process for our entity there.

I guess I better wait for the experts to chime in on this one. My formula appeared to work until I started delving into it and discovered all my results are now 0.

I believe I solved the issue by modifying my script as follows... CASE WHEN NVL({locationquantityavailable},0) > NVL({locationpreferredstocklevel},0) THEN CASE WHEN NVL({locationpreferredstocklevel},0)-NVL({locationquantityonorder},0)+NVL({locationquantitybackordered},0)-NVL({locationquantityavailable},0) <0 THEN 0 ELSE…

Hopefully, this img is a little better...