My Stuff
Comments
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Thanks. I had same settings for Show User message and got different results. Thanks.
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THANKS! Will try that.
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You can create a workflow for a credit memo request, similar to the purchase order and expense approval. First approvals from the manager then thresholds (if secondary approval is needed) The ending result all credit memos are routed to accounting who will convert the request to a credit memo. mmartinez739 Since there is…
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Wes, Cannot find field "context"
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Thought of that but they have over 15k customers with at least a third missing a bill to default. Was hoping to catch invoices so we get both the old and new mistakes...
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Wes, thanks for the help. Got it to work. Amazed that such an easy workflow drove me so crazy. Also surprised that the Web Lead=Y wouldn't work.
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I still cannot get this working... I have my entry state that I added a Send Email to with no criteria to test, all customers send an email which is expected. I created a new state and created a transition on Web Lead = Checked and the website created customer never enters that transition/state. I admit I am not an expert…
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Better than me writing a script but the return user error gives the user the error page with a back button. When they hit the back button, all the info they originally entered is cleared. Making the field required wourld work SO much better...
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I was only trying to use the Show Message just to make sure I was actually in the work flow state. I will try using the Return User Error if the required field is blank AND the order total is $0. Thanks.
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OK, I was able to get the Show Message to work but when I try my action of Set Field Mandatory I do not get a Trigger On "Before User Submit" option. If I select Entry the field is always made mandatory (because at entry of a new sales order it starts at 0), if I select Exit, it never triggers the field as mandatory. But I…
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Thanks for the response. Is the condition of total=0 on the Workflow definition or on the action. Currently I have it on both and still not working.
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Jim, Thanks but I flipped it to released and still did not make the field mandatory. If only it was that easy...
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Felix, Am I to assume that the line: "var targetField = nlapiGetFieldValue('memo');" Then I would replace 'memo' with the actual custom field that I am trying to make mandatory. Also since this would be assigned to the form, I would need to add to each custom form that we might use where this might occur? Finally, I don't…
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Mark, I had never used the Updated Fields before. Got excited and went to show our sales director so he can create his own &*%$#@? reports and he does not have the email tab (or audience, Roles, execution log). Any idea what permissions needed? He already has perform search=full under lists...
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Awesome! Thanks.
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We have a script that runs before record is saved that looks for: 1) Drop Ship lines 2) Out of Continental US 3) Dollar Amount 4) # Lines on the order 5) Payment Method If it passes we set order status to pending fulfillment. We now process over 82% of our orders automatically.
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To help our customer service department understand why an order was not automatically approved we created a custom text field that we post all the reasons an order did not meet the rules. So even though we do not automate, we save a few steps in processing later.
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You could use the relatively new HTML templates on saved search. I am guessing you would have the search over the Purchase Order transaction of items no yet received?
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And OZ Development also uses scanning for inventory count/cycle count.
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I would still do as an Inventory Item. Also, I would still commit to Work Orders. You "might" want to try using Component Yield on the BOM components list if your 6 foot of wire is actually consumed with a small amount of waste. The "Bin" would be the assembly area and you could do a Bin Transfer when more is needed at the…
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I was at a meeting a year or so ago while visiting a customer in Manhattan. I actually am in Phoenix now so cannot attend this one. The itinerary does look good though.
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I am not in NC but I would love to see a group in the New England Area as well. You may want to contact the folks at Shingle Eater in Worcester, MA. You may also want to contact Louisa Gooding with B2B Gateway. Both have been trying to get a group going in your area and both will be at the user conference next week.
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You bet. http://nynug.org/
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Found it... See Suite Answers 51425 "Automation" and 51431 "Managing Automation Settings for Automatic Location Assignment"
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Thanks JCirocco. I was unaware of the the Scripted Records page. After doing some digging here, identifying the script, and pulling in a developer, we were able to close this one out pretty quickly. Thanks again for the page! Having this information in one area is absolutely life saving for future projects. Every now and…
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I know this does not help much and maybe one of the folks running retail and ecommerce can give clarity but I saw a feature 2 Suiteworlds ago that allowed you to have "logic" on where to fulfill from. Usually used for multi-location customers that can ship from multiple warehouses to help determine where to ship a…
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We have a custom sublist (as well as a custom field) on our assemblies that gets us close. (Note we store the BOM cost of an assembly using this same calculation so we can cost an Assembly within an Assembly into field {memberitem.custitem_kit_bom_cost_stored}) Result field: Case when {memberitem.type} = 'Assembly/Bill of…
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Could be scripted. Check Customization, Scripting, Scripted Records, Workorders.(very bottom). Any clues you can follow on either User Even Scripts or Client Scripts?
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I am betting that the Pick List print subtab is custom as I have never come across that before. Check: Customization, Forms, Sublist On the Transaction tab of the custom Sublist, do you see Pick List Print? If it is, you should see that it is based off of a saved search. That is where your problem lies, in the criteria of…