Hi Don, Are you looking for NetSuite help, or are you looking for an accountant that knows NetSuite? BMI Cloud Solutions is based in on the East Coast, in MA but we have done business with NetSuite users in Florida before. We would love a chance to hear what your concerns are and see how we could help you. Sean

Hi, jwebbstevens is correct that there are many systems out there to do this. Or it can done a custom scripting for your process. What is your 3PL?

Currently management in my company is unhappy with the reports generated from NetSuite. We use a lot of custom functionality that can alter the way our GP is reported, so we need to get a custom reporting tool/system that takes these custom functions into account. Just looking to see if there are companies out there that…

The actual itemid cannot be the same for two items. However the UPC code and display name can be the same. So it can look like the same item to the customer. I have a customer I am working with who is selling the same items on 8 different sites and tracking the sales from each site seperately using this basic approach,…

Hello, BMI Cloud Solutions is a netsuite partner that can certainly help you with this. I do not see your email address in your profile. Our Website is http://www.bmicloud.com my email is my username for these forums If you provide your contact info I would be more then happy to discuss how we can helo you. Sean Murphy BMI…

Anyone have a clue on this?

acnewman55, As the others have mentioned you will need to write a custom action (or workflow script) to accomplish this task. Once you have the custom action written and deployed you will then be able to trigger it from your workflow as an action. If you need help writing that action feel free to contact me. -Sean

I would add a workflow Record Type: Transaction Sub Type: Invoice Event Based On Create Trigger Type: Before Record Submit Event Type: Create Release Status; Running Condition: use the visual Builder -- Field: Sales Engineer (assuming that the label for custentity8 Compare Type: empty -- NO other vales to be filled in here…

In the Condition builder you can add multiple condition lines by simply clicking add. The default operator is AND, however if you check the Box the use Expressions, you then have access to AND/OR as well as parenthesis s to build a more complex set of conditions. You be able to create (A AND B) OR (C AND D) however in your…

The way you could do this if a few minutes delay is lot an issue is to create a scheduled workflow that looks for new cases and sends the emails you want sent. Then marks a hidden checkbox to say the mail has been sent do it will not reprocess that case again.

Rita, Has this issue been resolved? If so what was the resolution? If not, I would check if you are using Old Record vs New Record properly in your conditions. After Field Edit has always worked on the new value for me unless I chose to look at {oldrecord.field}.

I agree with Andy, and would add the following as well The other reason to use Custom Actions is, Sometimes there are fields that SuiteScript has access to that Workflow does not. In this case you can use Workflow to control the flow of the logic and it trigger points but call the script to perform the actual work. Also I…

I think if you trigger the workflow action on Before submit and use the script to, open the previous PO record, get the tota value, add the value of the new PO to it, write the value out to the proper field, then allow it to submit. That should work. The key is, in the script you must Load the record, OR call a saved…

It does not appear that the Amount field is exposed to Workflow in the price level table. That being the case, I think you will have to use a Workflow Action Script to do this. It looks to me like you could use a Workflow triggered on: Create (of the Item record) *in the first state an WorkFlow Action triggered on: before…

Andy, I ran into what I think is the same problem you are having. I thought as you do that I was missing something very simple so I opened a case with NS Support about it and the outcome of that case is below. Bottom line - you can't do what you are trying to do on Before Record Load on an existing record. It works for a…

Will this work? Its the same statement but about 175 characters shorter I did the following; reversed the order of the conditions to eliminate the And in statement decrease each condition by 1 to eliminate the = from each wrapped the entire statement in a single round to get rid on the round on each one (not if this one…

Hi Retsuca and Julie I just tried this as well and I was not able to force the record onto a new form even though I am sure the workflow looks correct. It opens on the original stored form. I created a new workflow -- Event Based on Create AND on Update are checked, Trigger = Before Record Load I created one new State with…

Hi, If you want to set the Default Value of a custom field to a static value ALWAYS, I believe you should use the Default Value field on the Validation & Defaulting tab of the Edit Custom Field Screen rather then workflow.

Linda, If the 2nd field you want populated is a custom field and it simply want to copy the value they enter to the other field, You can do this using the Sourcing tab on the custom field screen. If it is not a custom field you will need to use Workflow to do but the good news is it can be done. You need to Add a new State…

May be I can do some very simple things first. Now I just want to set a custom field with value 1 when I save the Sales Order. Here is my Workflow Action Script. function WF_Script(recId) { var recSO = nlapiLoadRecord('salesorder',recId); recSO.setFieldValue('custbodysorevisionnumber','1'); var recId =…

I have one workflow,where i want to stop it once i have selected a field,as one email goes to the employee when i save the complaint.but in my case it is like whenever i edit the complaint n do nothing and save it,still the mail goes to the employee how i can stop this Amol, Do you ever want an email to go out when a…

I am not in NC but I would love to see a group in the New England Area as well.