Michaela Howard Red Ribbon

@JohnCirocco I like this idea. Since the Sales Rep is entering the Sales Order into NS (for our order entry process), they could easily email a copy to the customer to start the processing on the customer end too. I might try this out. Thanks!

Hello @Micah Timbol-Oracle I appreciate your answer, however, I think we need an additional "flag" on the customer record. For context, we are actively working on integrating Avalara & NS. For that integration to be successful, ALL customer records (taxable & non-taxable) require their customer records to have the TAX…

@Kristoffer Viray-Oracle Thank you this is helpful information. I am still stuck on how to route the sales orders to the approver I want. You mentioned, "The reason why you cannot see the Approver field in the new Workflow is because in the template, the Approver field is a Workflow field." I reviewed the article you…

One more thing, sorry for multiple messages! I'm trying to recreate the template workflow in Sandbox so I can get familiar with creating workflows and ran into an issue. When creating a new Action, I do not see "Approver (Workflow)" as an option under Parameters: Field. Am I missing something?

Also, once I get the template set how we need it, how can I put it into practice within our Sandbox environment to test it? Is that possible? I don't see a save option... Thanks!

I believe I figured out how to change the Class successfully. Is there an option to change the approver from the user's supervisor to a static employee or one of two employees? Would I need to use the Formula field instead of the From field under Paramters: Value? Thanks!!

Thank you @Chance Fry and @Kristoffer Viray-Oracle @Kristoffer Viray-Oracle Would you kindly advise where I would put these additional conditions if I were to start with the NetSuite template "Sales Order Basic Approval"? I'm not confident to create a workflow by scratch, so if I can use the template provided and just…

Thank you @Clarisa De Torres-Oracle ! I also see a template for a sales order workflow, however I don't know enough to change it to do what I need it to do. For now, we wish for the pending approval status for a particular Class and the approver would not be the Supervisor, but someone different. Thanks!

Thank you @Katerina Winklerova-Oracle for the suggestion on utilizing saved searches. I haven't had a chance to check it out yet, but I will let you know if that helps, once I do. @Alex_C Thank you also! Are there articles on how to create these type of workflows within NS? And to clarify on how the credit card payments…

Thank you @Ivy Lopez-Oracle ! Grateful for any ideas/tips @Patrick Fresnosa-Oracle

Thank you @Jack Daryl Espiel-Oracle that helped very much and I was able to add the details I needed in the total box on our customer forms. Much appreciated! -Michaela

Thank you @Elychelle Gulen-Oracle that worked! Much appreciated! -Michaela

Thank you @Dominica Sevilla-Oracle for the options! We are using the Advanced. Before I saw your response, I was able to solve it by removing the footer of our document! No other items were in the footer so I didn't lose anything. I appreciate your response, thank you!

Many thanks again @Tafara !

Thank you @Tafara that worked! It's just extremely too large now, ha ha... What size is ideal for logos on customer invoices (ours sits in the upper left corner by our address)? Thanks again!

Thank you Michelle. That's a bummer, but thank you for answering so quickly!