Hi @User_USRCP, On your Approved State, I believe you can use the Lock Record action. That way, once the Vendor has reached the Approved state, they wouldn't be able to Edit it unless they click on the Resubmit for Approval button which then sends it back to the start of the Workflow. I hope this helps! 😁 __ If you find…

Hi @User_Q3A12, Good day! Sending a follow up on this in case you haven't read my previous reply. Thanks!

Hi @User_Q3A12, Upon further checking, the Saved Searches used in the NFP bundle is locked. Which means you would need to re-create the Saved Search in case you wanted to make changes to it. I would also like to note that there is no connection between the related transactions of the Child Grant to the Parent Grant. With…

Hi @User_K51C7, Good day! Following up on this in case you haven't read our previous replies. Thanks!

Hi @HoJo, Unfortunately, resetting the auto numbering on Custom Records is a current limitation. Below is the SuiteAnswers article that explains why the Auto-Generated Numbers for Custom Records is not resettable: SuiteAnswers 19938: Custom Record Numbering Does Not Adjust Even When Existing Records Are Deleted Here's the…

Thanks for providing your insights Tigran 😁 Hi @User_K51C7, Upon testing this on my end, I was able to make the Workflow work with the After Record Submit trigger as seen below: Results: Workflow Action & Custom Field setup: Workflow Action (After Record Submit): Custom Field: I would like to confirm if we both have the…

Hi @User_5OUXV, Good day! Sending a follow up on this in case you haven't read my previous reply. Thanks!

Hi @User_NR8OP, Yes, you can add this by customizing the Standard Income Statement. I was able to add the Custom Segment via Add Fields > Financial as seen below: Thanks!

Hi @User_Q3A12, Thanks for confirming. We're currently checking if it's possible via Saved Search. We'll udpate you once we're done testing. Thanks.

Hi @User_5OUXV, Unfortunately, we cannot use native sourcing on this since the Sales Orders are created first before the Invoices. As well as the possibility of having multiple Invoices in one Sales Order. With this, it seems like our best option is to use Saved Searches. If you could calibrate your Saved Search to only…

Hi @User_6YNLG, Unfortunately, we do not have the ability to customize the message of the Lock Record action yet. I would also like to mention that I was not able to find any related enhancements regarding this. You can go to the SuiteIdeas page to create a SuiteIdea for this. We higly appreciate your understanding on this…

Hi @User_VA1OM, Good day! Sending a follow up on this in case you haven't read our previous replies. Thanks!

Hi @HoJo, Good day! I would like to confirm if the customermain is a custom field on your Sales Orders? Per checking on my test account, the Customer field has an id of entity as seen below: With this, I used the entity field id in my formula: Results: Custom Transaction Field found in the Sales Order: Custom Entity Field…

Hi @User_VA1OM, Good day! Upon further checking, you can add Mobile Device Access to Roles and Users. Here are the relevant SuiteAnswers for this: SuiteAnswers 92296: Adding Mobile Device Access Permission to Roles SuiteAnswers 92297: Adding Mobile Device Access Permission to Users I hope this helps! 😊 __ If you find this…

Hi @PaulFleetwood, Good day! Sending a follow up on this in case you haven't read my previous reply. Thanks!

Hi @User_Q3A12, Good day! We would like to confirm if the Grant record you've mentioned is from NFP or a Custom Record you've created? Thanks!

Hi @PaulFleetwood, Good day! Have you tried using the Available Online field? Please refer to the image below: Upon using this field, I was able to change the value via Workflow: I hope this helps! 😁 __ If you find this reply to your question as helpful, others with the same question might find it helpful as well. By…

Hi @Meherin, Good day! I would like to confirm if you wanted to have the custom field to be automatically sourced instead of manually setting the values? If yes, Danish is right. We higly suggest for you to untick the 'Store Value' field. Please do note that if we untick this field, the values saved in this Custom Field…

Hi @User_WVROR, Upon consulting this with our SuiteCloud team, they've confirmed that this is possible via scripting. Here's what they said: "In Suitelet, you can use the URL parameters to set the field values for the record. However, this requires a more complex customization. I recommend discussing your technical…

Hi @kees.netsuiteadmin, We're currently testing on our test accounts if this is possible. We'll let you know once we are done testing. As for the itprlrcds sublist, I've consulted this with our Procure to Pay team so that they could explain it better. Thanks!

Hi @gbradley, Yup! Thank you so much for providing these. Upon further checking on your screenshot, what the Workflow does it automatically sets the Employee field based on who the created the Purchase Order. Thanks!

Greetings, everyone! We have a fellow member, @User_9VL6Z, who could use our assistance. Please don't hesitate to share your knowledge and best practices to help them out. Your input is highly valued and appreciated! __ In the meantime, in case you know someone who is new to NetSuite, we encourage you to direct them to our…

Hi @gbradley, You can check them on the States of your Workflow. Here's a sample screenshot of mine (This is the same page where you sent your first screenshot): Then double click on State 1 and a pop up window will show as seen below: Thanks!

Hi @KNason76, Upon testing this in our test account (via setting an Item Filter in the Custom Form then setting it back to blank), I was not able to reproduce your concern. The Item sublist still showed all of the Items once I've set the Item Filter back to blank. I would like to confirm if you've tried clearing your…

Hi @gbradley, Thank you for sharing this. However, it doesn't show the actions of the workflow. Would you be able to share screenshots of the Workflow Actions as well? Thanks!

Hi @gbradley, Would you be able to send screenshots of the setup Set Field Values - Purchase Order Workflow on both Production and Sandbox? So that we could check what the Workflow is doing on the Purchase Orders. Thanks!

Hi @Martin Randall, Good day! Unfortunately, this is not within support's scope. This is best discussed with your AMO. With this, we highly recommend you to reach to your Account Manager regarding your inquiries.. Thanks!

Hi @User_5OUXV, Good day! Sending a follow up on this in case you haven't read my previous reply. Thanks!

Hi @User_WVROR, Good day! Sending a follow up on this in case you haven't read my previous reply. Thanks!

Hi @User_WVROR, Good day! I was able to make this work in our test accounts. Here's what I've done: Get the URL that defaults to a Customer: On your Customer record, hover on the Create New icon and select your Custom Record as seen below: Once done, it should redirect to the Custom Record with the Customer field set by…