Tigran Shahnazaryan · CEO @ Novelance · Gold Crown

Hey @User_3E6QA, I had a similar issue before and needed to open a Support Case with NetSuite and ask them to release the update to our NetSuite Accounts. Please try that.

Hey @ksage, There is a chance this is happening due to an update applied by NetSuite. Take a look at this post and see if that might apply. Thanks.…

Hey @User_YXS6J, This might be caused by a script created in your NetSuite Account. Can you check which script has the ID=1639? Try undeploying it and see if the issue goes away.

Hey @Mary Rivas, An Administrator can enter Employee Expenses on anyone's behalf via UI or CSV. The best practice is to assign a NetSuite Role (e.g., Employee Center) to enable employees enter their Expense Reports directly.

The default is "Pending Approval" for all Sales Orders "On Create" that need to go through the Approval Process. The other option is to set everything to "Pending Approval" and schedule a workflow that automatically sets some to "Pending Fulfillment" based on the criteria.

Hey @davidd039, We have a similar use case for some of our customers. We have a custom Sales Order approval workflow. In that workflow, we defined conditions on Sales Orders that should skip the "Sales Order Approval" step. EDI Orders typically have the External ID populated, so you can set those Sales Orders as requiring…

Hey @User_5D2M0, Once you require approval for Electronic Payments, you must set it up for all Bank Detail records. I would like NetSuite to introduce an option to allow "auto-approvals" or "no approvals" for some bank records.

Got it. You can build this search using the correct formula as a criterion. Most probably, you need to build a Customer Saved Search with a "Transaction Join". Depending on your system configuration, you may need to experiment with different formula combinations to achieve the required results. It will be something like:…

Thanks for sharing the screenshots. When you have the "Currency Exchange Rate Integration" feature disabled, NetSuite generates a native pop-up message that allows you to set the manually entered rate as a "default rate". If you click "Cancel" instead of "OK" in the pop-up message, the manually entered rate will apply only…

No, I was referring to a script that runs on the browser itself. I have seen that add an additional export options to the "Saved Search". In theory, you can also take out an option via the same method, but that should be tested.

Hey! Can you please share some screenshots to help with troubleshooting?

Hey @User_ZCWF3, When you say "haven't had an invoice using that term", are you referring to an invoice that has a different "Term" tagged on it? For example, the Customer has a "Net 30," but the invoice has an empty "Term". If yes, you can build a Saved Search to get the data you are looking for.

Hey @Jet Zhang, Natively, you can't hide that button. It can be done via a browser extension script.

Hey @User_5FWNK, The Workflow probably can't access that field. In that case, the primary option is to use a script.

Hey @User_9VVSQ, You can do that if "Enable Features → Consolidated Payments" is turned on.

Yes, try "After Record Submit" or "After Field Edit" triggers with the Saved Search condition.

Hey @User_S8PAJ, You can try using a Saved Search for the Workflow Conditions, which often provides the most flexibility.

Hey @Katrina Riggs, I am sure you have seen that the Customer Center has many limitations. You might be able to provide additional visibility via a custom SuiteLet.

Hey @Sam Chiu TP/TW, Can you check whether the Department is populated on the related Work Order lines? A missing department on the Work Order might be causing this.

Yes, that's the Internal ID of the Employee Record.

Do you have experience building such workflows? You need to work with an experienced consultant to build it, to ensure it works correctly, and only impacts the required Sales Orders.

Hey @John Griffin, Not seeing the full configuration, it is hard to pinpoint the actual cause. Did you check whether the Costing Engine has completed running and all numbers are final? Most probably, it is caused by an incorrect Item/Component UOM or related configuration. I have seen instances where the cost was…

Please ask the user to clear the browser cache and try again. Can you also ask another user to check if it worked for them? I assume the Subslist Search is shared with those roles. If this still doesn't work, I recommend opening a Support Case and letting them know the native functionality isn't working as designed on your…

Hey @User_PCF01, Yes, you can create a Workflow to close a Sales Order. The workflow will close all Sales Order lines by setting the "Isclosed" field to "True" using a Sublist Group Action. Here are more details on this process: Using Sublist Action Groups

Hey @User_PCF01, You can achieve this via a script. When a Replacement Order is created, the script checks whether there is a "recent order for the same vendor" and auto-populates the applicable "Shipping Address" for the Replacement Order.

Hey @RobertBongers, Yes, you can do that. You need to edit the "Sublist Saved Search" and select the required "Roles" under "Roles → Sublist":

Hey @John Nikko Yes, it is possible to do via Scheduled Workflow. One option is to create a Saved Search and use it as a Condition in the Send Email action. The criteria will be a Case Statement to produce results when "Today" = "First Working Day of the Current Month (you need to replace this with the actual formula)".…

Hey @User_6YI1X, During our CRM Implementations, we noticed that issue a couple of times. It is typically linked to the corrupt browser cache. Please delete the custom Contact Roles, delete the browser cache, relog to NetSuite and recreate the Contact Roles. The reason you can't update the Contact Role directly, because it…

Hey @User_S6FVQ, You need to do this via script. We have done this for several customers. Although this isn't a complex script, it isn't simple either. It needs to cover various use cases, such as "manual edits to Required By Date", Sales Order Copying, Creating a Sales Order from a Quote, updating the Ship Date via CSV,…

Hey @Jack Goodwin, That's one of the major limitations of the Financial Reporting Engine, and the only workarounds are customization or using an external BI Tool. Some reports, such as the Balance Sheet or Trial Balance, can't be built with dynamic rolling periods. That's just a design limitation. I agree that Analytics…