@Nilesh Gupta - maybe this:

 @User_DEFOA - I think this should work

@manuelsaomartinho - sorry - I didn't see the screenshot in your previous reply. The formulas should be put in the Highlighting tab, but you need to select the double squares first (highlighted in pic) and then choose the formula field from the drop down After selecting Formula (Numeric) you should get a popup and you put…

Are you sure you created a custom Event search? I was able to find the fields when creating an Event search instead of an activity search:

I think they’re using an Activity search vs an Event search. I’d be interested in learning if the location field is available as well. I did not see it as an option when I was looking. @Richard Appleford OB - the location field is available if you create an Event search

@manuelsaomartinho - hmm... maybe this:

Maybe this:

I have a quote saved search that shows the item's description field (can be edited by the user if a custom item). I'm using {memo} to get the info.

I wonder if you would get an email if it's set up as a transaction search?

Have you looked at this: https://suiteanswers.custhelp.com/app/answers/detail/a_id/49843/loc/en_US

That looks like the User Preferences. May need your NetSuite Administer to check...but I have no idea, honestly. Just what came to mind when I saw your post.

Setup --> Company --> General Preferences

Maybe it's setup that way in the General or User Preferences?

We use two custom fields: One for label: field type is Inline HTML. Validation & Default tab Default value contains the html for how we want into to look. EX: CASE WHEN {custitem_item_notice} is not null THEN '<div style="; background-color:#FFFFCC; color:black;font-weight:bold; text-align:center">' || '* Item Notice Below…

My understanding is if the Supply Required by Date is equal to or later than the Expected Receipt Date, the Expected Ship Date will = Supply Required by Date. If the Expected Receipt Date is later than the Supply Required by Date, the Expected Ship Date will = Expected Receipt Date.

I have a bill of materials revision search that might be helpful. It's set up like below:

this works for me: case when {systemnotes.field}='something' then {systemnotes.date} else null end

I would remove your status criteria. This means that you're only going to return quotes that have the status as Processed. For the results, I have ours setup similar to yours, but I have the summary type as minimum not sum

Maybe instead of curr.getCurrentSublistField you need curr.getCurrentSublistValue

This is how we are set up based on our understanding: Work orders have the following dates: Supply Required by Date Production Start Date Production End Date Depending on whether you are using forward or backward scheduling, you set either the Production Start Date or the Production End Date. The one that we don't update…

What does the sales order Expected Ship Date field say?

I believe it's {closedate}

I believe if you were to use formulas, it could work. For me - the main item being built is line sequence 0 & 1. Line sequence 0 will give you the overall build quantity for the item being built.

Hi @Brian Stisser , Yes - we have the bill to address on the estimate set so that it's directed to the individual that requested the estimate. When we get the order, we want the billing address to be the default bill to address from the customer record.

Is {projectedamount} a custom field? Is it a currency field? Maybe try switching the formula from numeric to currency? Can't say I've run into your situation where the formula field changes to text.

I use Applied To Transaction: Expected Receipt Date.

Maybe this will work: Case when {custbodycustomfield_business_type} = 'New Business' then ({projectedamount}*.10) when {custbodycustomfield_business_type} = 'Existing Business' then ({projectedamount}*.06) else 0 end

I'm not able to duplicate the results that the original poster is seeing. I do have a sales order with multiple lines for the same product. The sales order also has multiple messages on the communication tab with and w/out attachments. I have a saved search setup as follows and I'm getting 1 result that is correct:

Can you post screenshots of your criteria and results? I have a search on sales orders that I sounds similar to what you’re looking for.

Hi @Joahnna Given Uy-Oracle Do you know if there is a way to transform the estimate to a sales order, keep the sales order in edit mode, and add an workflow action script that just updates the line items?