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Hello again @Mitchell Carlisle! Good day to you. Hope you had a great weekend!🙌 To troubleshoot your workflow based on the screenshots: Verify 'Set Field Value': Ensure the 'Custom Form' field is correctly set in your workflow action. Condition Matching: Check that the Title = Employee 90 Day Evaluation condition exactly…
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Hello @Mitchell Carlisle Correction on Option 2: I wanted to clarify my earlier statement. Instead of using an "Edit Record" action, consider using a "Set Field Value" action in the workflow to update the form after the task is created. This should help apply the desired custom form without needing to change the primary…
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HI @Vismay Barot thanks for reaching out! 💬 This is the perfect place to get answers, and the NetSuite Community is always ready to help. Let’s open up the discussion and share some insights! Incase you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This…
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Hi @EarnestC Thanks for reaching out! 💬 This is the perfect place to get answers, and the NetSuite Community is always ready to help. Let’s open up the discussion and share some insights! — Incase you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This…
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Hello @Vismay Barot, I hope you had a chance to review my previous response. If so, please feel free to reach out with any questions or updates. I’m here to help
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Hello @Mitchell Carlisle, If you're encountering an issue where the task created in your workflow isn't using the desired custom form, there are a couple of approaches you could take: Workflow Customization: Double-check the "Create Record" action within your workflow to ensure that the "Custom Form" field is explicitly…
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Hello @Vismay Barot Angela may not be available right now but I'm glad to help you out. The field related to Inbound Shipments on a Purchase Order form is often called “Inbound Shipment Number” or similar, depending on your form configuration. To display this at the item level, you might need to set up custom sourcing or…
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Hello @Richard Appleford OB, Nice. Let me know if anything comes up! 🙏
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Hello @Carl O, Glad I could help! Modifying font files can be tricky, especially with the limitations on check printing fonts. I recommend checking with your NetSuite admin or consulting documentation to see if custom fonts are possible for your setup. Let us know how it goes—happy to assist if needed! 🤙
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Hello @Richard Appleford OB Thank you for your question! Here’s how to vertically align text to the bottom in your Advanced PDF/HTML template: Adjust Vertical Alignment in Table Properties: Right-click on the row or cell where you want the text aligned at the bottom. Select Table Properties and go to the Cell tab.…
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Hello @Richard Appleford OB Good day to you! I would like to assist you with this concern moving forward. For clarity I would like to split this to a new thread. Kindly look into that and I will provide a response to your concern! 🤝
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Hello @nag_m I would wanted to check if you were able to check the suggestion of @Amanda Edwards, or other proposed solutions that was mentioned on the thread. Please let us know any updates. Thanks!
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Hello @KNason76, It’s good to hear the dashboards made it over! For the tiles, these don’t always pull over automatically as they aren’t always listed individually in the dependencies. You might need to add them manually after the fact. To check for any missing components, I’d recommend reviewing Customization >…
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Hello @Luis G Great point! Enabling Allow Purchase of Assembly Items under Setup > Manufacturing > Manufacturing Preferences is key if buying assembly items is part of your workflow. Without this setting checked, NetSuite won’t allow purchases of assembly items, which is why the Vendors tab doesn’t appear. Thank you! 🤝
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Hi @ImeldaSanchez We appreciate you taking the time to ask! 💡 Let's call on the wisdom of our NetSuite Community—everyone, feelfree to share your expertise and help a fellow member succeed!
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Hi @ImeldaSanchez Thank you so much for reaching out with your concern! 🎉 The NetSuite Community is full of knowledgeable experts—let's work together to help find a solution. Fellow community members,feel free to chime in!
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Hi @User_K0DE1 Thank you so much for reaching out with your concern! 🎉 The NetSuite Community is full of knowledgeable experts—let's work together to help find a solution. Fellow community members,feel free to chime in!
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Hi @User_2LD8N Amanda is correct in NetSuite, the CSV import tool doesn’t support directly updating custom field-level help text. However, there are a few workarounds you can use to simplify this process: SuiteScript: If you have many fields to update, consider using SuiteScript (SuiteScript 2.0 is preferred) to automate…
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Thank you @Mark Silvius for jumping in with this great question! 🚀 The NetSuite Community thrives on collaboration—let's all come together to provide some valuable insights. Community, your expertise is always welcome. — Incase you know someone who is new to NetSuite, we encourage you to direct them to our newly launched…
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Thank you @User_5ZJ7E for jumping in with this great question! 🚀 The NetSuite Community thrives on collaboration—let's all come together to provide some valuable insights. Community, your expertise is always welcome. — Incase you know someone who is new to NetSuite, we encourage you to direct them to our newly launched…
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Thank you for jumping in with this great question! 🚀 The NetSuite Community thrives on collaboration—let's all come together to provide some valuable insights. Community, your expertise is always welcome.
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Hello @Carl O Just checking in to see how the font adjustments are working out for your printed checks. I hope my previous suggestions were helpful in improving compatibility with check scanners. Feel free to share your experiences and insights with the community—we're always eager to learn from each other's trials and…
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Hello again @nag_m Update Existing Saved Imports: Review and update saved import templates to make sure the checkbox is selected, locking in the setting for future imports. Use a User Event Script: Implement a script that verifies required fields or actions during imports, ensuring workflows are triggered as needed.…
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I'm sorry to hear @KNason76 that your custom tiles didn't transfer over as expected. Let's troubleshoot and figure out what might have happened: Double-Check Bundle Configuration: Ensure the bundle is properly configured to include custom tiles. Custom tiles might need to be manually selected for inclusion. Verify Tile…
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Hi @User_WXFW6 In NetSuite, the default state of the Auto-Calculate Preferred Stock Level and Auto-Calculate Reorder Points checkboxes is typically controlled by the item record setup. Unfortunately, NetSuite doesn't natively offer a setting to default these checkboxes to "unchecked" for new items or to make them…
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Hello @Carl O This situation involves optimizing font spacing for printed checks to ensure compatibility with check scanners. Here are a few suggestions to address the issue: Fontastic Recognition: Go with font superstars like Arial, Times New Roman, or Courier. These fonts are like scanner BFFs, ensuring crystal-clear…
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We appreciate your @nag_m for taking the time to ask! 💡 Let's call on the wisdom of our NetSuite Community—everyone, feelfree to share your expertise and help a fellow member succeed!"
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Hello @LT898, 😊 Just wanted to follow up and see how everything worked out with your recent question, have you tried the communities suggestion? Hope all is going well! If there's anything else you need down the line, feel free to reach out. Wishing you all the best! 🤝
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Hi there @Michael RTP, 😊 Just wanted to follow up and see how everything worked out with your recent question. Hope all is going well! If there's anything else you need down the line, feel free to reach out. Wishing you all the best! 🤝
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Hi @User_C3DOL Awesome question! 🔥 Your curiosity helps us all learn. To the NetSuite Community, let's collaborate and share what we know to make sure we get this resolved! — Incase you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is…