Hi @Javier P., I wanted to check in and ask if you were able to get around with the proposed solution. Did it help resolve the issue, or do you still need assistance with anything?Feel free to let us know! 👩‍🔧 Best regards. _______________________________________________________________________________ “In the meantime,…

Hi @kellymayes, I wanted to check in and ask if you were able to get around with the proposed solution. Did it help resolve the issue, or do you still need assistance with anything?Feel free to let us know! 👩‍🔧 Best regards. _______________________________________________________________________________ “In the meantime,…

Hi @Cassie_N, Thanks for providing the following information. It seems like the recent 2024.2 upgrade might have affected the way your custom fields are pulling data. Since the fields were working fine before the update, I recommend checking if the update reset any customizations tied to your BOM Rev QTY and BOM R QTY…

Hello @User_MO40Z, Glad to have you with us today! Thank you for creating this thread. To our other members, please feel free to share your thoughts regarding this should you have any. _______________________________________________________________________________ In case you know someone who is new to NetSuite, we…

Hello @User_FQ0VR, Glad to have you with us today! Thank you for creating this thread. To our other members, please feel free to share your thoughts regarding this should you have any. _______________________________________________________________________________ In case you know someone who is new to NetSuite, we…

Hello @Javier P., It sounds like you already have the Custom Record in place, which is great! To answer your question yes it's possible. With that being said, you can achieve what you're looking for by doing the following: Field Sourcing for SKU Details: Ensure your custom record pulls details like the description and UPC…

Hello @kellymayes, You're very welcome! 😊 I'm glad the information was helpful. Take your time testing it out, and please feel free to reach out as soon as you can if you run into any issues. Looking forward to hearing how it goes and happy to assist if you need anything else!

Apologies for the late update. It sounds like you’re on the right track by creating a Transaction Saved Search to pull the price level from the first line item on the quote. The next step is linking the saved search to the workflow so that the custom field gets populated with the price level from the line item.…

Good day @kellymayes, Kindly check this to address your situation where you have "Custom Fields with Values Derived from Summary Search Results" and want to use them in reports, saved searches, and printed documents like picking tickets and packing slips, here's a potential solution: 1. Storing the Values Since NetSuite’s…

Hello @brocha That would be a separate procedure and not an action in Workflow. Under List > Search > Saved Search New for more information on utilizing Saved Search Criteria. Please check relevant SA Articles: SA: Defining a Saved Search (ID: 8474) SA: Saved Searches (ID: 8493)…

Hello @User_OWDXN, I just wanted to check if you were able to get around and check our provided explanation. Just let me know how is it! 🤲

Hello User_UY8DP, Thanks for posting this question. Greetings, everyone! We have a fellow member who could use our assistance. Please don't hesitate to share your knowledge and insights to help them out. Your input is highly valued and appreciated!…

Hello @brocha, You're definitely on the right track. Get Field Value is named as Set Field Value under Workflow actions; the one you highlighted on the picture. That would gather the needed information from any field on body level and set it on a designated field. If you click the Set Field Value on the lower part of the…

Hello @User_OWDXN, Your assessment is accurate. Given the hierarchical capabilities of both NetSuite and Salesforce, it's generally more efficient to directly align the account records between the two systems. This approach eliminates the need for custom record types and leverages the built-in hierarchies. Benefits of…

Hello @brocha, Great! Please take your time testing, and if any questions or issues come up during the process, don’t hesitate to reach out. I’m here to support you through it. Looking forward to hearing back from you!

Hi @NKusiak, Thank you for sharing the details. I understand that the changes in February 2024 affected your process of emailing receipts, especially with embedding the form inline in the email body. To address this, making the form more "HTML-friendly" is a common approach to ensure that it renders correctly in emails.…

Hello @brocha, Good day to you. Hope everything is great on your end. I just wanted to check in with you if you were able to take a look at the proposed solution. Let me know how it goes. 🙏

Hello @User_WJB7C, Thanks for posting this question. Hello everyone! Our fellow member, @User_WJB7C, could really use some support. If you have any insights or knowledge to share, please jump in and help them out! — In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New…

Hi @Matthew Pitkin, You're very welcome! 😊 I'm glad the detailed help has been appreciated. To clarify your question about selecting templates at runtime: This refers to the ability to choose the appropriate template during the process, either manually by a user or automatically through logic. For example, the system can…

Hello @Matthew Pitkin, I just wanted to check if you were able to go around and check my suggested resolution for you issue? Please let me know how it goes. Thanks!

Hello @brocha, Good day to you! Hope everything is fine on your end. To achieve your goal of creating a custom field that pulls the price level from the first line item of a quote, you can utilize a NetSuite workflow. Here's a step-by-step approach: Create a Custom Field: Add a text field to the quote record to store the…

Hello @User_YLNR4, I wanted to check in with you and make sure that everything is now clear. Did the information I provided help clarify the issue? 😊 I'm really hoping it did, and if there's anything else you'd like to go over or discuss, I'm here to help! Your satisfaction means a lot to me, so please feel free to share…

Hello @Matthew Pitkin, Thanks for patiently waiting for my response. Great question! When dealing with multiple bank accounts in NetSuite, especially if they relate to different subsidiaries, using conditional logic based on the subsidiary ID in your Advanced HTML Template is definitely one approach. By adding IF…

Hi @Elina Kourouzidou, Thank you for the update! I'm glad to hear that you've informed the client. If any future questions arise, feel free to post in the community or file a case via SuiteAnswers 2.0. We're always here to help.🤝

Hello @Matthew Pitkin, Good day! Thanks for bringing up your concern. Hey everyone, let’s come together and help Matthew out with his issue—your input is greatly appreciated! I'll try to do my research and provide insight later on if still necessary. __ In case you know someone who is new to NetSuite, we encourage you to…

Hello @User_YLNR4, Upon checking and doing my research here's what I have for you. We have limited regional information on data compliance. For comprehensive details, please visit the NetSuite Governance, Risk, and Compliance page. This resource provides valuable insights into data management practices. For specific…

Hello @User_YLNR4, Thank you for your inquiry. This is indeed a sensitive topic, and I want to ensure that I provide the most accurate and compliant information. I’m currently researching the recommended approaches and best practices for data storage and backup in line with the Companies Act, 2013, as well as how other…

Hello @Elina Kourouzidou, I hope you’re doing well! I wanted to follow up and see if the proposed solution worked for you. Were you able to create a custom record linked to your Custom Segment and manage attachments as needed? If you need any further assistance or have additional questions, feel free to reach out. Best…

Hi @Didik Rohadi, Thank you for the update. It’s great to hear that the solution is working well for your client. Treating it similarly to how we handle "Close Purchase Order" would be an interesting approach and could streamline the process further. I appreciate your feedback and hope this experience benefits others as…

Hi @User_TQMLE, Thank you for reaching out and sharing the details with us. We appreciate your efforts in trying to find a solution for your customer. We'll do our best to provide the assistance you need to make this process more automated. Stay tuned for any feedback or suggestions from the team! A fellow member needs…