Katelyn M Martin Red Ribbon

Here's one of the formulas: formula (percent) summary: Maximum (SUM(case when {custcol_ds_activity_type} = 'Loading' then {quantity} else 0 end)/SUM(case when {custcol_ds_activity_type} = 'Loading' then round(nvl({custcol_ft_activity_time}/60,0),2) else .00000000001 end))/MAX(case when {custcol_ds_activity_type} =…

Hi Chandanesh, Apologies, I hadn't seen your message until now. Wondering if you were ever able to sort this issue on your end? We eventually gave up trying to make it work. At one point i spoke with support (less than helpful) and basically they simply told me it couldn't be done. Makes no sense to me. We are now needing…

Hi Elychelle, Unfortunately this is still not working. I am now trying to run just an update with an overwrite sublists and am encountering the same error. When I remove the Line ID from the mapping, it then returns the duplicated key or keys error. I can't run this simply as an update with the Line ID mapped because we…

@Nicole Mendoza-Oracle The role that is used for our ODBC connection has access to these fields, and has no issue seeing them on the custom transaction type. I've been unable to notice any kind of consistent difference between other custom column fields that are accessible in the ODBC connector...I thought perhaps it could…

Hi Nicole, Correct, they are not showing up in the transacionLine table. Best, Katelyn

This worked, thanks for the help Jack!

Interesting find, thanks Jack, I will give that a try!

Hi Jack, Thanks for the input, not sure why it doesn't seem to want to work for me. I have referenced the field in the workflow email as {shipaddress} and the shipping address is populated on the customer as you can see Yet here is what the email shows me:

Hi Jack, Yes, we do have an existing PO approval workflow in place, so I was surprised the suggested article did not work. Best, Katelyn

Hi Dominica, That was actually the first thing I tried with no success. Also, you cannot inline edit, at least as far as I have seen, when the main line is set to false as this help article describes. Unless there is something I have missed and there's a workaround to that? Regardless, unfortunately, though I followed the…

Hi Patrick, Thanks for the input! I was actually able to get it to work by modifying my formula as the below: '<a href="https://<Account ID>.app.netsuite.com/app/accounting/transactions/custinvc.nl?id='||{internalid}||'&whence="target="_self">View Transaction</a>' I was also then able to leverage it in a case when…

Hi Elychelle, I haven't had a chance to test your recommendation yet, but will try to do so and see if it corrects the issue. Best, Katelyn

Hi Elychelle, Apologies for the delay. I am still running into the same issue where even though there is a contact on the record, once edited it still says I must enter a contact to save. The screenshot shows I still get the error despite the fact that I have two contacts on the record. As far as customizations, we do have…

Hi Joanna, Thanks for the suggestion, this worked great! Such a quirky little workaround, ha! Best, Katelyn

@Jack Daryl Espiel-Oracle Unfortunately no, we couldn't get a solution to work for us, so we are ending up having to do some development to accomplish what we need. Thanks for your suggestions though! Best, Katelyn

Hi @Jack Daryl Espiel-Oracle Thanks for the suggestions, I've actually done all three of those already and still no luck. Were you successful in seeing the values populate when you sent the PDF via a workflow? The only thing I can think that may be the issue is that I customized the sublist view but it appears that is only…

Hi Pauline, Thanks for your help, and sorry for the late reply. I actually spoke with NetSuite support and it's currently an enhancement request to allow all roles to search for custom transaction numbers/fields on custom transaction types. Best, Katelyn

Hi Pauline, Thanks for this! However, all of my roles already have permissions to these transaction types, which is why I am so confused as to why the search will not work on this, nor on a custom field that is set to allow Global Search. Both only show up for the administrator role. Thanks! Katelyn

Hi Michelle, It looks like that fixed it. I hadn't given them Custom Transaction Type Edit permissions. Thanks! Katelyn

It is a custom sales transaction type

Hi Michelle, Thanks for that! The Role already has Edit level access to the transaction. They don't have an issue adding a file when creating the record, it only appears to be an issue adding a file to a record that was previously created. Any other suggestions? Thanks!