Hi @Dirk Nieuwkamp, Try this formula: CASE WHEN {recordtype} = 'invoice' THEN {fxamount} - NVL({taxtotal},0) - {shippingcost} ELSE 0 END

Hi @Paul Salkeld, You would need to replace the double quotes with single quotes. For example, "High" should be entered as 'High'.

Got it. Would you like the custom field to show the file names as "text", or do you want to select the document to be attached to a record?

Got it. Then it has to be something more sophisticated, such as opening the page in a suitelet, parsing the XML, and converting to a CSV. Hopefully, NS will add this page to native Saved Searches or give us an easy export option.

Can you send me the screenshot from the System Information of one of the items that is missing? That will help to identify the criteria that exclude that item. Thanks.

Hi @Rick Cobb_2, NetSuite doesn't support that natively. You should be able to do that via script (N/task module).

Hi @User_VD7L5, Tax fields will show if the selected subsidiary is configured for that specific tax. For example, if you have VAT configured for the UK, once you select the UK subsidiary, the related Tax field will show up.

Hi @Paul Salkeld, You can create a Document Saved Search to show Word Documents in your File Cabinet with the dates the files were edited. Would that work for you?

Hi @Honey Soe, The Average Cost of an item is calculated by dividing the "Total Value" by "Total Quantity on Hand". The "Total Value" is based on Item Receipts, Inventory Adjustments, Assembly Builds, etc. You can't update it directly on an Item or a Transaction. If you need to do that for 5,000 items, you can use a CSV…

Hi @User_RK9OD, You can do that using the SuiteAnswers Article #75824. You can't natively schedule the CSV import on a specific date. You would need to run the imports for each customer on the required dates. You will need a script to run each CSV import on a specific date.

I am glad it worked! The "Inline Text" option is very useful. The main use case is when the field value is auto-populated via sourcing/workflow/script and you want it to be visible, not editable.

Hi @Bryan D.-Oracle, When you say, "I can no longer edit the subsidiary to uncheck the include children and make it multi selected", does this apply to all GL Accounts or only some of them? Also, are you using the Admin role? Thanks.

Hmm, interesting. That error message should only appear if something is selected under "Available Filters". I also noticed that you slightly modified the criteria after I proposed the solution. Could you try to use the original criteria to see if that works (i.e., remove the "System Notes : Field = Start Date")

Thanks for checking. Do you have one of these criteria fields as a Filter? If yes, can you remove it and try again? I remember you mentioned that you don't have anything in the Filter section:

Hi @Janice De Ocampo, Natively, the Item Filter only supports static criteria. You will need customization if you want the list of available items to change dynamically based on the selected vendor on the PO form.

Hi @Dext3r, Is there a chance that an incorrect rate is manually entered on the transaction? Can you compare it with the daily auto-synced FX rates?

Hi @Richard Appleford OB, Are you referring to the native "Location" text field on the Event? If yes, it should be available if you select "Location" in the Saved Search results:

Hi @dylanvv, I have several questions: Are these entered as Criteria in the Saved Search? If yes, did you enter them under the "Summary" tab? What are the results when you run the search, and what specifically do you want to change? Could you provide a few screenshots to help us better understand your challenge?

Hi @Shubham_Singh, Yes - you can do that via Customization -> Lists, Records & Fields -> Transaction Body Fields -> New. Select the "Main" subtab under "Display": You can also move fields from other tabs on the form to the Main tab via "Move Elements Between Subtabs" on the related form:

Hi @Dext3r, I had a similar workflow for the Opportunity Record with more than 100 actions. The Workflow Actions were added to related Groups, and everything worked perfectly. The workflow might become harder to maintain and improve if you add extra states and transitions.

When you say "Category" and "Bill Item GL", are you referring to the Expense Category and GL Account on the Bill?

These are good questions, @Morgan Elmac, The standard behavior is to copy the Location from the charge to the generated Invoice. Could you check if you have any instances where the Charge and Invoice have a "Calgary" location? I don't think the "Multi-location preference" would override the Location on the generated…

Thanks for the screenshots. You can check if there is a workflow running on the PO record by going to Customization -> Scripting -> Scripted Records -> Purchase Order -> View Workflows. Are there any workflows in Released status? Also, can you also edit the PO to customize the Form and check the "Display Type" for the text…

The "Custom GL plug-in" is a NetSuite customization tool that is used to change the GL impact of standard and custom transactions. You would need to work with a NetSuite Technical Consultant to do what you need. Typically, the "Custom GL plug-in" development and implementation is straightforward.

Hi @User_KZ0TB, There are several reasons why that is happening: The role you are using doesn't have permission to edit those fields. (e.g., there might have been recent changes to the role permissions) The field's "Display Type" was modified from "Normal" to "Inline Text". (e.g., to auto-populate the values via workflow).…

Hi @User_X2B1J, Are you referring to the Credit Memo transaction? The Customer Refund transaction typically impacts only Balance Sheet GL Accounts (e.g., DR: Accounts Receivable | CR: Bank). To report the Sales Return / Revenue Reversal separately on P&L, you would need to post it to a different GL account. You can do it…

Thanks for the clarification - I see what you mean. How about sending an automated email alert with the tracking information to Subsidiary 2 employees when Subsidiary 1 creates the IF? Or, you can copy the required information from the IF to a Custom Record via WF that Subsidiary 2 can access and vice versa.

Hi @Cristian Cabacaba, Yes - Customer Dashboards don't support customer filtering criteria on custom fields, Saved Searches, or other custom objects. For example, if you add a custom Saved Search to a Trend Chart on the Customer Dashboard, it won't filter to that customer and will show the results of all customers in the…

Hi @User_QC7MZ, Could you re-attach the screenshots? They don't show up for me.

Hi @Phu Nguyen, Please check if this works for you: