Hi @Kedalene, Unfortunately, it's a current limitation of Custom Forms and Workflows to set the fields mandatory on Journal Entry Lines. I've found several related cases wherein they wanted to make fields on the Journal Entry Line set to mandatory and they were attached to an Enhancement. This is logged and being tracked…

Hi @Alex.S-2016, Good day! Upon further testing, I was able to replicate this in our test accounts wherein the newly created Custom Entity Field is not showing up in the Transaction Saved Search. On a brighter note, I was able to fix this by clearing the cache of my browser. Here's a screenshot of the newly created custom…

Hi @JenniferTrejo, Would you be able to share screenshots of the email template you are using? So that we could further check. Thanks!

Greetings, everyone! We have a fellow member, @Frederick Mc, 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…

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

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

Hi @Kedalene, Good day! I was able to achieve this by ticking on the Mandatory field under Validation & Sourcing subtab within the Custom Segment. Please see the sample below: Validation & Defaulting subtab: Mandatory: Checked Results: Once done, the Custom Segment should now be mandatory as seen below: Let me know if this…

こんにちは！ NetSuite以外のツールについては、同じような状況に遭遇したユーザーからの回答が最適かもしれません。 今月のリーダーをタグ付けします： @市倉丈寛/Ichikura Takehiro さん、こんにちは。あなたの洞察をぜひお聞かせください。お願いします さらに、参考になりそうなSuiteAnswersの記事を見つけました： SA 104560： NetSuite Connectorの保存検索のエクスポート お客様のニーズに合うかどうか、アカウントマネージャとさらに検討されることをお勧めします。 ありがとうございました！

Hi @Martha Hakes, You're welcome! 😊 As for your other concern, I was able to configure this by using a Formula(HTML) field. Please see my example below: Field: Formula(HTML) Summary Type: Maximum Formula: '<b>' || {memo} || '</b>' Note: Replace the {memo} field with the field you wanted to source Results: Once done, the…

Hi @Martha Hakes, Thanks for letting us know. Since we are unable to replicate this in our test accounts, I would like to confirm if you have filed a support case for this? Thanks!

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

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

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

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, you might be interested in participating in our Weekly Quiz. You only have until March…

Thanks for providing your insights on this Chelsea! 😁 Hi @Kyle Parlee, Thanks for clarifying. Can you try this formula: SUBSTR({memo}, 1, 3) = '123' Note: You would have to adjust the parameters of the formula depending on the length of the starting number. Results: In this example, we'll make the PO# field mandatory if…

Thank you for sharing your insights on this @M.Lisa! 😁 Hi @r.ali, Good day! Have you checked out this SuiteTip: It tackles on how to remove the html tags via Formula(Text) in a Saved Search. Let us know how it goes! 😊 __ If you find this reply to your question as helpful, others with the same question might find it helpful…

Hi @User_4XHXA, Good day! Sending a follow up on this in case you haven't read my previous reply. Thanks!

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

Hi @Martha Hakes, Good day! For the results of the Saved Search, I would like to confirm if you declared a Summary Type? Note: The Group Summary Type will not work because it does not consolidate the results into a single entry. Let me know how it goes! __ If you find this reply to your question as helpful, others with the…

Thank you for sharing your insights on this Akhil! 😊 Hi @Prince Lenin, Good day! I tried to copy your Workflow based on the screenshots you've sent and I was able to make it work wherein it will only go to the Pending Approval state once a user edits the record. The only change I made was to select an Event Type as seen…

Hi @User_FVAVY, Good day! Upon further testing, I was able to replicate this on our test accounts. As a workaround, I manually added <br> in the CSV file as seen below: Results: After importing, the Rich Text field recognized the HTML tag and applied the line break. I hope this helps. __ If you find this reply to your…

Hi @User_PIYNA, Thanks for clarifying. I was planning to use the PO's status as the condition so that it could be automatically approved. As seen below: Unfortunately, the Vendor Bills do not have a 'Created From' field. Hence, I cannot find a link to the Purchase Order from the Vendor Bill in the main line. I would also…

Hi @User_4XHXA, Per checking on the screenshot, it seems like you're using a Saved Search. With this, I was able to achieve this using Formula (Text) as the result. Please see the example below: CASE WHEN {custbody132} = 'F' THEN '' ELSE 'Yes' END Note: {custbody132} is the checkbox field. Results: If the checkbox's value…

Greetings, everyone! We have a fellow member, @Ben Belzer, 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 @Prince Lenin, Good day! I fully agree with Angela. Can you send screenshots of the Workflow? So that we could better visualize what's happening in your Workflow. Thanks!

Hi @Vernita, Upon checking, inventorynumber is listed on the Records Browser: However, after conducting additional tests in my test account, my User Event script could not set the field. To verify the functionality of my script, I utilized the Memo field for testing, and it set the values successfully. For reference,…

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

Hi @User_XXTWN, Good day! I was able to do this on my end. Please see the screenshot below: With this setup, I was able to select Inventory Part, Kit Item, and Assembly/Bill of Materials. I would like to confirm if we have set it up the same way? Thanks!

Hi @Kyle Parlee, Good day! Would something like this be feasible on your end? Please see below: I have a Set Field Mandatory action wherein it sets the Memo field mandatory if the Memo field contains the number '123456' Type: Set Field Mandatory Trigger On: Before Record Load Body: Checked Field: Memo Mandatory: Checked…

Hi @Vernita, Upon further checking, the record type id for Lot Number Records is inventorynumber: I would also like to note that this record is only partially scriptable. According to SuiteAnswers 21043, the Inventory Number record has certain limitations regarding scriptability: I hope this helps. __ If you find this…