After posting, I had another thought of something to try. in the formula field I entered {vendor.internalid} and this worked. Thank you for you assistance!

This does not work. After making the change in then Custom Record (Step 1) I am unable to complete Step 2. Selecting "Preferred Vendor" in the Join column then offers no options in the "Value Field" column, just an empty dropdown box. Leaving it empty results in a custom file with a null value for Vendor. I also attempted…

We have a good mix of both multiple vendor items and single vendor items. We probably lean more toward the single vendor, but I need the solution to work for both cases.

Yeah, your previous answer was good. I'm glad to get some confirmation as to what I was thinking. I was just curious if combining the workflows would result any kind of noticeable improvement in system performance or end up being more work to maintain than it was worth in performance. Thanks! Tim

I still do not think you are understanding what I am saying. I have 2 customers. Customer 123 and Customer 456. We have determined that 123 and 456 are actually the same person and want to merge their accounts in NetSuite. Both customer 123 and 456 have a custom field on their record {Field_A} which is an Integer Number…

I have 2 customer records that belong to the same person. I want to use the Entity Duplicate Resolution tool to merge these 2 records. Record A has a "Legacy Number of Orders" value of 20. Record B has a "Legacy Number of Orders" value of 1. During the Merge, Record A is marked as the Primary Record and Record B is marked…

When using the Manage Customer Duplicates tool, I want the highlighted fields added(sum). "Legacy Number of Orders" is an Integer Number Field and "Legacy Life Sales" is a Currency field. In this example, After the Merge I would want the Primary record to be the Only Record for this customer and the "Legacy Number of…

Yes, I saw your response. Your response was helpful in that it answered my question, but the idea that there isn't a way, even a backwards workaround, to import a listing of Auth Codes to a Gift Certificate item seems completely ridiculous to me. This seems like something that should have been implemented with the launch…

Is there some way to know if there is any kind of ETA on those enhancements or how can I influence them to get implemented? Thanks!

I'm not using the "Item" filter. I'm using the filter called "Item on Any Line" which apparently refers to all lines of the sales order, including the payment lines, and not just the item lines. If I use the "Item" filter and switch to Main Line = False, then the other items from that Sales Order will show up on the search…

Sorry, but this doesn't help as I stated previously, I need to have Main Line = True as part of the criteria used to pass the orders to my WMS.