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Hi @Edwards_05, thank you so much for sharing your insights with us! Hi @User_V5KBL, Good day! Sending a gentle follow up on this in case you haven't read our replies. Thanks!
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Greetings, everyone! We have a fellow member, @Joel S. Narvaza, 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…
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Hi @User_V5KBL, Can you try creating a Saved Search with the values below: Criteria: Type: is Sales Order System Notes: Field: is NSC Test Approver System Notes: New Value: is Empty Note: NSC Test Approver is my substitute for Next Approver Results: Sort By: System Notes: Old Value Field: System Notes: Old Value Summary…
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Hi @User_SUFSO, Good day! I would like to confirm what's the Form set on your Print Individual Statement Page? Once confirmed, can you check the Form under Customization > Forms > Transaction Forms? So we can check the Print Template assigned to this Form as seen below: Thanks!
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Hi @Jason_Moore, Good day! Would you be able to share the setup of your custom field? So that we could try to replicate this on our test accounts. Thanks!
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Hi @RS_RS, Good day! On the Project record, do you want the Custom Field (Opportunity) to be clickable or just displaying the Document Number would be feasible? Thanks!
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Greetings, everyone! We have a fellow member, @sjin1122, 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…
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Hi @User_I4Z2V, Can you check if the Item Classification field is in the Transaction Line field list? It's under Customization > Lists, Records, & Fields > Transaction Line Fields Thanks!
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Hi @RS_RS, Good day! We're currently checking this on our end if this is possible. We'll update you once we're done testing. Thanks!
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Hi @User_I4Z2V, Good day! This would be possible by using a Workflow with a Saved Search Condition. Please see the steps below: Create an Item Saved Search: (We'll use this as a condition so that the Workflow will only execute on Service for Resale items) On the Item Saved Search, set the fields below: Criteria subtab:…
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Hi @User_G9GZ7, Good day! Sending a gentle follow up on this in case you haven't read my previous reply. Thank you so much!
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Hi @User_V5KBL, Good day! I believe we could see this in the System Information > System Notes. Where the Workflow sets the Next Approver field. It will have a column for Old Value and New Value. I hope this helps! 😊 __ If you find this reply to your question as helpful, others with the same question might find it helpful…
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Hi @User_G9GZ7, Thank you for confirming. Would you be able to send the steps to reproduce so that we could confirm if this would possible via Workflow? Thanks!
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Hi @Kedalene, Good day! Sending a gentle follow up on this in case you haven't read my previous reply. Thanks!
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Greetings, everyone! We have a fellow member, @User_V5KBL, 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, you might be interested in participating in our Question of the Week. You only have…
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Hi @User_ML5H4, Upon further checking, this is a current system limitation. As Workflows does not have access to the Components sublist. Accessing the Inventory detail via Workflow is also a limitation. I was able to find a related case to this and it's currently attached to an Enhancement. This is logged and being tracked…
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Hi @Kedalene, Good day! I would like to confirm if by sub folder you mean add a dropdown to the Reports Link Portlet as seen on the document you've sent? Thanks!
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Hi @User_F8441, I agree with Angela Bayliss. As we are not able to replicate this on our test account when we print our item labels as seen below: We highly recommend you to file a case with NetSuite Support to further investigate your concern. As Support will be able to further check the duplicate of your account via the…
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Hi @User_I4Z2V, Thank you for clarifying. Upon further checking, I was able to found out that this is currently a limitation of Workflows. As the Cost Estimate Type is not exposed in the selection of the fields in the Workflow. However, this might be possible via Scripting. Allow me to consult this with our SuiteCloud team…
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Hi @Andri2, Upon further checking, this seem to be a limitation on Workflows as well. To our other members who has encountered the same situtation, feel free to share your ideas and suggestions on this. 😊 We appreciate your understanding on this current system limitation.
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Hi @Corderman, Good day! Sending a gentle follow up on this in case you haven't read my previous reply. Thanks!
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Greetings, everyone! We have a fellow member, @Shuichi, 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…
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Greetings, everyone! We have a fellow member, @User_2LD8N, 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…
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Hi @Andri2, Thanks for confirming! We're currently checking if this is possible via workflow. We'll let you know once we're done testing. Thanks!
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Greetings, everyone! We have a fellow member, @User_Q1DPO, 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…
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Hi @Corderman, Upon further checking, this is a limitation of the Copy To Account and SuiteBundler feature. The workaround for automatically transferring workbooks from one account to another is to utilize SuiteCloud Development Framework by creating a SDF project where workbooks would be included. Detailed information can…
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Hi @User_I4Z2V, Thank you for clarifying that this is in the Sales Orders. With that said, would you be able to send screenshots of the Item Classification and Cost Estimate Type in the Sales Order record? Thanks!
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Hi @GSONI, Good day! Sending a gentle follow up on this in case you haven't read my preivous reply. Thanks!
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Hi @User_I4Z2V, I would like to confirm if I'm getting this right, in the Item record, if a user edits the Class field you want the Cost Estimate Type field to change automatically based on the class? If yes, then yes the Workflow should be set on Item records. As for the subtype, it will depend on where you want the…
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Hi @Angela Bayliss, thank you for sharing your insights with us! Hi @AndreaSterns, I agree with Angela, since we're not able to reproduce this in our test accounts, we highly suggest you to file a case with NetSuite Support for this. That way, Support will be able to further check the duplicate of your account via the…