Jervin Nicholas Teopengco-Oracle · SuiteBuilder · Silver Crown

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…

Hi @User_5OUXV, If you're able to source the values via Workflow, I believe you can do this with the Set Field Value action with a condition of (Field is Empty). This way, it would only trigger once when the field is blank. I would also like to note that the Set Field Value action cannot source values from Saved Searches.…

Greetings, everyone! We have a fellow member, @User_TXI1Z, 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…

Greetings, everyone! We have a fellow member, @Vernita, 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 @User_FQ0VR, Does the Finance Manager have the permission to Edit those transactions? Would you be able to check if they can Edit when the Workflow Action is set to Inactive? Thanks!

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

Hi @Brian Finlay, Good day! We would like to confirm if you have incorporated the Approval Routing feature into your Workflow? If yes, then setting the Workflow to inactive or setting the Release Status to Suspended and disabling Approval Routing for Purchase Orders would do the trick. __ If you find this reply to your…

Hi @Vernita, Thank you for clarifying. After testing this with a Sales Order that has tax impact, I was able to reproduce your concern (It instead sourced the Tax field found on the Accounting subtab of the Sales Order). This seems to be a potential defect. Since you already have a workaround, I would like to confirm if…

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

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

Hi @MaheboobVanteli, I agree with @Tigran Shahnazaryan and @Amanda Edwards. Unfortunately, you can't execute a Workflow action based on native buttons. This is only doable if the button you are using is a custom button created by the workflow. __ If you find Tigran or Amanda's reply to your question as helpful, others with…

Hi @User_5OUXV, Good day! In order for a Saved Search to be in the Search field under Validation & Defaulting on custom fields, the Summary Type should only have one result like (Maximum, Minimum, etc.). We cannot use the Group summary type since this will end up with multiple results that are grouped which will be not…

Hi @kees.netsuiteadmin, Unfortunately, there's no native functionality to read a PDF and create lines to a Sales Order yet. As for the tool/add-ons, we haven't found anything similar or related to this. To our other members, feel free to share your ideas and suggestions on this. We appreciate your understanding on this…

Greetings, everyone! We have a fellow member, @Mel H, 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 @Vernita, Thank you for clarifying. Unfortunately, this is not possible by customizing the form or via Workflow since workflows do not have the option to execute actions for the Journal Entry line sublist yet (Enhancement # 542685: SuiteFlow > Sublists > Lines (Journal Entry)). Please allow me to consult this with our…

Hi @Vernita, Upon checking on my test account, I was able to source the Sales Order's header level memo. Here's the setup of my Workflow: Sales Order: Customer Deposit: Workflow Log: Though upon checking on your previous comment, it seems like you've created a workaround via script. I would like to confirm if you still…

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

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

Hi @Maria Auxilia-Oracle, Would you be able to send screenshots of the Criteria and Results subtab of your Saved Search? Thanks!

Hi @Lisa Goeres, Would you be able to send screenshots of your concern? I'm not able to visualize what you mean by "how to format the value for the QR code in the Advanced PDF/HTML template to include the tab keystroke." Thanks!

Hi @User_XXTWN, Good day! I would like to confirm if I'm getting this right, you wanted a new row to be added wherein the Total Weight of all the lines will be added? Thanks!

Hi @Vernita, Upon consulting this with our Basic Account team and checking related cases, I was able to confirm that there are no native Project fields on Journal Entries. With this, the workaround is to create a Custom List/Record Field instead. We appreciate your understanding on this. __ If you find this reply to your…