For refernce: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N1219162.html

Okay sure so sounds like I do need the second workflow. The only other question I have is regarding the setup of the second workflow. My current workflow is running off a saved search.. Once the Sales Order meets the criteria on the search, the workflow then checks a box on the Sales Order. What is the best way to set it…

Thank you, Also if I do need to setup a second sate or second workflow can you please advise how to do it? Thanks!

For example, we have multiple locations and they each have a price.. when I use Maximum in the Saved Search it gives me 627.81.. What I am needing is the last price for each location.

Hello thank you that does seem to give me the correct value however I am having a filtering issue as it is giving me all of the prices and I only need the last price, if I set the summary to Maximum it gives me the most expensive price not the latest price (sometimes the latest price could be above or below the previous…

Amazing Idea, thank you!

Hi I am not able to see a workflow in our account called Preferred Sales Order Workflow, is that normal?

As an update I actually just used this idea and it worked: http://www.netsuiterp.com/2019/01/mass-delete-records-in-netsuite-through.html It is a good solution for a small list of results but if you have a large amount it would be easier if it could be done another way. If you have another way for large number of records…

Hello does anyone have an update on this? I am also looking to give a role access to Drag and Drop without giving access to the entire document and files

Hello it is the below pages that we are trying to remove:

Thank you but it was my understanding it only sends to one of those three not all three, it just goes through the three options and once it finds the first field with an email populated it just emails and does not look to the other fields... Is that correct or am I mistaken?

Thanks :)

Do you know why we also see it on Purchase Orders? Do you know when in some instances it appears to auto check and other instances it remains unchecked?

Yes but that would remove full access to the Transfer Order they should still be able to view Transfer Orders - would you have another suggestion?

Thank you, I note we were using a custom form and that tab was not displayed. After using the Standard form the tab appeared & I was able to uncheck the box. I have asked the Vendor to confirm the solution works.

Hello, yes thank you for the advice, it is a shame it can't be managed in a different way but the suggested idea of adding that user as the list owner did work as a work around for if only one person is making the list changes but as it is a whole team it is not ideal.

Yes thank you, the ideas worked! I am still waiting to ensure it is picking up for each of the field's but so far it seems to be what I am after!

Oh yes that worked thank you! It can be so confusing how things are named differently. I have now counted four different names for the same field: 1) ABN - Name seen on the customer record 2) Tax Reg. Number - Description name seen only when you customize the customer form 3) vatregnumber - the field ID 4) Tax Number - The…

@Kristoffer Viray-Oracle I have tried your suggested tactic and what would you recommend I do for the fields that do not have 'not equal' as the option? Sadly only 2 of my 10 fields gave me the not equal option. Thank you :)

Thanks for the help - I will test today! @Tafara One question - If I use a saved search will the user only receive one email per item update, or will they receive an email for each of the 10 fields that changed per item?

Thank you that did indeed resolved my issues.

Yeah smart, good point to limit the access via the folder not the record.

Never mind we cracked it.

For context we are trying to have the "Expected Receipt Date" line field values copied to match the vale of the "Requested Arrival Date" on the header.

Thank you that did pull the field in but I was trying to use the After Field edit function and that does not show - I have added screenshots. Thank you!

Thank you Theo :)

Yeah it does (list is still not 100%, some results still show on-top of each other) but that is what I suggested the user does as a workaround. Was hoping for something a little more helpful so the user does not have to do that each time they search though. Thanks

Amazing thank you!

But it would still be useful to know if access can be limited.. Also are we able to limit a specific role from using Drag and Drop on certain records? (we would want them to be able to DnD on cases but not sales orders).

Never mind I just solved it I had to tick the Files tab to be displayed on the custom Sales Order form