You are right - this is a pretty straightforward function to implement. We'd be happy to help you with this if you want. If you're interested, please contact me directly or let me know how to contact you. Cheers

I would write a workflow action script to run the saved search and perform the logic on the returned result.

Actually, using the Confirm action in the workflow would be best so that the user can decide if they want to save the record or not.

If it's just a warning message, you may want to consider going with the "Show Message" action instead of the "Return User Error" so that the user can go ahead and save the record. To check the count of activities, you can create a saved search along with a workflow action script to perform the logic. Let me know if you…

Have you tried adding a custom field at the line level? We've done different things with transaction forms (e.g. POs with lines) at the line level. We've added custom fields to lines and we've gone as far as building a suitelet to enter notes at the line level and then storing the note on the transaction record with the…

I'm a Netsuite consultant and have done something like this in the past, but definitely need more detail. I'd be happy to chat with you if you're interested. Cheers Blaine Cooper availent systems blaine@availentsystems.com

it looks like form.insertField only works on body fields, and not in sublists. Anyone have any other ideas?

You can do a couple things: 1) nlapiSearchRecord is going to return 1000 records if the search result is greater than that, so I would recommend you open up your loop, but add the following just after your loop: if (searchResults.length == 1000) { nlapiScheduleScript(context.getScriptId(), context.getDeploymentId()); }…

Getting files to flow from the Opportunity to the Customer can be done with some scripting. I'm a Netsuite consultant and can help you with this if you're interested. If so, let's chat about your process/business rules and the best way to accomplish this. Blaine Cooper blaine@availentsystems.com www.availentsystems.com

Since the Employee form doesn't allow you to save a record if you have the "Give Access" checked and don't select a role, I believe there is a simpler approach. Use the following query criteria on an employee search: Inactive is false Login Access is true Role : Center Type is not Employee Center Cheers

Kenny It sounds like you do not intend to allow users to change the line level dates, correct? If that is the case I'm curious, why do you need to proliferate the header date to each line? It's hard to answer your question of how simple is the script without considering all the use cases. For example, do you want to allow…

Nick We do returns w/repairs and/or replacements. I'd be happy to chat with you. Send me your contact info and I'll give you a call. Cheers Blaine Cooper availent systems blaine@availentsystems.com

Will You could potentially use the "Group" item to accomplish this, which would not require suitescript or any custom code. Basically you would create a group item (e.g. "Camera with install") that contains two items: the camera and the install. When you create a sales order and put the group item on the sales order, both…

Hi Jim For the last two years I've been working with the full Netsuite package in a similar environment. I'd be happy to chat with you. Feel free to contact me directly or let me know your contact info and I'll contact you. Thanks Blaine Cooper 408.799.5464 blaine@availentsystems.com

We've utilized RMA for serialized items, so I may be able to help. I have some questions and would like to discuss on the phone. Can you please send me your contact info and availability? Thanks Blaine Cooper 408.799.5464 blaine@availentsystems.com

Hi Jamie If you enter time against the project and mark it billable, you don't need to create a Sales Order. You can invoice the billable time directly. Hope that helps!

J.J I've implemented a PO approval process similar to what you are describing and would be happy to help. Tim makes a great suggestion. I'd like to understand more details about your process outside of Netsuite and the "Saved Search result". If you still need help, feel free to contact me and we can dive into more details.…

I'd be happy to look at your workflow over webex and help you get it working. Feel free to email directly if you'd like to do that.

You could add a condition to the set field value action that only makes the update if the fulfillment date record does not equal the ship date.

Shaun I'd be happy to take a quick look over a webex session. If you still need help, feel free to contact me directly.

Kevin I would recommend using a client suitescript so that the user gets feedback as soon as they enter the value in the field. I'm a Netsuite consultant and can help you with this if you need. Cheers

Workflow is definitely the way to go. When you run into workflow limitations, you can use workflow action scripts or User Event scripts to get around the limitations. I'm a Netsuite consultant and can help you if you're interested. Thanks Blaine Cooper, Availent Systems blaine@availentsystems.com www.availentsystems.com

Mark You can do this with a "Go To Record" action and Record Type "Sales Order" with null value in the id field. This brings up the create Sales Order form. I'm a Netsuite consultant and can help you with implementing this if you want. Cheers Blaine Cooper availent systems blaine@availentsystems.com

Matt, unfotunately Workflow is not supported at the line level in Netsuite, so this would have to be done with scripting. If you don't want to deal with scripting, you could put a simple approval workflow on POs generated from that click that require an approval step before being sent to the vendor. If you need help with…