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Comments
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Hi @"JCirocco", Could you check the Type set on the Send Email workflow action? Is the email sent from the workflow still in HTML format even the Type set to PDF? @"Pauline Joy Cac-Oracle"
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Hi @"sunny.a", Upon further checking, the ability to add the Case/Task/Event field on Billable Time subtab of Invoice is currently a limitation on Netsuite and is currently being tracked through Enhancement 139770 - Please have the case/task/event subject field available in the time entry transactions as well as on the…
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Hi @"3967582", By design, workflows can't actually filter the values of another standard/custom field. You may implement this through custom segment. Below are the steps you may use as guide in implementing it on your end. * Navigate to Customization > Lists, Records, & Fields > Custom Segments > New * Use the same setup…
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Hi @"Shelli", Upon further investigation, this is the behavior by design. As of now, it is currently logged as an enhancement request to copy the location from Item Fulfillment instead from Sales Order (Enhancement 103142 - Invoice is getting location from Sales Order, not from fulfillment). You may vote for this…
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Hi @"4018797", You may update the expiry date and other details of the Inventory Adjustment records you have already entered on NetSuite through CSV import. You may check the SuiteAnswers articles below for more information: * SuiteAnswers ID: 51417 - Inventory Adjustment Import * SuiteAnswers ID: 65468 - Sample Inventory…
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Hi @"Kenny Wise", Upon further checking, the ability to add Safety Stock Level on Order Items page is still a limitation of the system and there's no workaround available as of now. It is currently logged through Enhancement 94794: Order Items > Ability to customize this screen. You may vote for this enhancement through…
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Hi @"4173429", You may implement these scenarios using workflow. A transaction saved search is needed to pull all the Bill Payment records created through bulk processing (Transactions > Payables > Pay Bills). Below are the steps you may use as guide. * Create a transaction saved search that will be used as workflow saved…
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Hi @"vti", Upon further testing, selecting the specific advanced pdf template for Sales Order on the Send Email workflow action is not possible. As a standard behavior, the Send Email action uses the advanced pdf template set on the preferred Sales Order form. You may implement this scenario through script as a workaround.…
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Hi @"4025018", I was able to replicate your concern using basic printing type for Packing Slip. It is also still a limitation on NetSuite using Advanced PDF/HTML Template and there's an enhancement already logged for this request (Enhancement 244470 - Advanced Printing Forms > Add the standard fields available in the…
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Hi @"ssilveri777", Upon further investigation, audit trail for changes made on custom forms and custom fields are still a limitation in NetSuite. There are existing enhancement already logged for these requests. However, there's no workaround available yet that will make the custom form available in audit trail. You may…
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Hi @"brian l. brown", If you are using an advanced PDF template to print your checks, you may change the column printed to Date instead of Due Date by following the steps below. * Add the Date column on Bill Payment record* Edit any Bill Payment record * Click Customize button on Apply sub tab * On Customize Sublist page,…
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Hi @"Aya Ito", I agree with @"Ilija Budimir". You may implement this using an Event Based or Scheduled workflow. Below are the Transaction Saved Search and Workflow setup on my end during testing. I used Expected Receipt Date standard field in setting the shipment date per item hence, {expectedreceiptdate} is used on the…
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Hi @"paula.courtemanche", You may add a button on the record once it has been approved to reroute the record back to the start of the approval process after the button has been clicked. * Add an Add Button workflow action setup on State 5: Approved Transaction. You may add a condition that will make the Revise button only…
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Hi @"MS Chandrasekhar", Upon further testing it on my end, the components of the Kit/Package item I added on the Sales Order is printed on the Picking Ticket template whether it be basic or advanced. Can you try the steps below and see if the components will be displayed? * Sign out on Netsuite * Clear browser's cache *…
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Hi @"rmaher", Upon further checking, the Starting Operation and Ending Operation fields are not available on the fields list of Transaction Saved Search. It is a current limitation and there's an existing enhancement (Enhancement 252217: Manufacturing > Work Order Completion > Please expose Operation, Quantity and run time…
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Hi @"3967582", Upon further investigation, the Ship To Select or Bill To Select fields are not exposed on the Field list on workflow. Unfortunately, it is still a current limitation on workflows and as an alternate solution to implement the behavior you've mentioned, a client script must be deployed. You may use the…
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Hi @"4140685" Jessie, I tested this on my end but instead of uploading the script as a Workflow Action, I uploaded it as a Client Script. Here's the setup of the workflow on my end. Here's the setup of the Client Script where I used the script from the alternate solution of the enhancement. I only received 1 email for the…
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Hi @"nag_m", I believe the enhancement mentioned on SuiteAnswers ID: 78407 article focuses more on the ability to send email to recipients through transaction saved search where transaction records included on the result have multiple emails on Email field. It is actually possible to send email to multiple recipients set…
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Hi @"Jyothi R", I also added the same conditions on my end and the workflow executed the action successfully when the Approval Status is Approved and the check box is not marked. I also tried testing it on few other test accounts and all were successful. It would be best to create a case to the Support Team so they could…
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Hi @"Ben H", Upon further testing, I was able to get the current date and time using the After Field Edit trigger by using the nlapiDateToString(new Date(), 'datetime') formula on the Set Field Value workflow action. I tested this on Sales Order form. The custom transaction body field will be set to the current date and…
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Hi @"Jyothi R", It seems that the Send Email action is not executed as it is only Considered based on the screenshot you've attached. Can you confirm if there's still an email sent even the action is only considered? Kindly compare the email received with the email set on the Send Email workflow action to confirm if it's…
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Hi @"4152124", Upon further checking, I found an existing enhancement related to your concern (Enhancement 166223: Ability to create custom field of List/Record Type that will source the Contact list and filter it by contacts that are linked to the Partner). There's no workaround available yet to implement this scenario.…
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Hi @"Jyothi R", Is it possible to send a screenshot of the Workflow History Log for the Send Email workflow action so we could see which condition was evaluated as true by the workflow? @"Pauline Joy Cac-Oracle"
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Hi @"VirtualThomas", Here's the saved search setup I used as filter on the scheduled workflow I tested. The saved search pulls all the Sales Order where the Committed Status (Stored) is still null. After clicking the Execute Now button on the workflow, the workflow executes on the first 20 records from the saved search…
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Hi @"New_44789", I noticed that on the last screenshot that the transition from Approved state goes to Pending Approval state instead of Initiation state. Set the transition from Approved to Pending Approval state to Approved to Initiation with same settings as the image above. Here's what the record looks like on my end…
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Hi @"VirtualThomas", Since custom field values from summary saved search results are not stored, the field will show as blank when used on saved searches. You may read the limitations for summary search custom fields on SuiteAnswers ID: 31727 - Creating Custom Fields with Values Derived from Summary Search Results for more…
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Hi Mark_Brit, As an alternate solution, I would suggest you to implement your expected behavior through custom record types. Create a custom record type that mimics the purpose of the Resource record and another custom record for items that you will be associating to the Resource custom record type. You may associate the…
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No worries, @"lilywu" I'm glad to help. I agree, you may also opt for Sourcing & Filtering for the custom line field to get the value from the Item record. @"Pauline Joy Cac-Oracle"
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Hi @"New_44789", You may use the workflow setup below in setting a custom entity field to increment by 10 every first day of the month. For testing purposes, I set the Release Status to Testing so I could execute the workflow immediately on the employee record returned by the saved search. * An employee saved search is…
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Hi @"lilywu", The behavior you would like to achieve on the custom line field is still a limitation on Netsuite. There's an existing enhancement (Enhancement 193342: Customization > Item Fields > Sourcing & Filtering > To be able to use sourcing criteria to extract preferred vendor "Purchase Price" to a custom field)…