Hi (again) Scott, What you are trying to do is pretty typical. It would be pretty easy to pull on a search, but there is probably an extra step involved if you need it in a field on the record. I'll PM you to continue the discussion.

Hi MIAB, You'll probably have to use scripting to accomplish this. Through script (or workflow) you can create a button that will point to a suitelet which can print your transaction as either HTML or PDF.

Hi Steve, I would set the URL on the custom record itself, then source it into the current record. You may be able to accomplish this with a custom field which is set to not store the value and sources the value from the linked custom record. Alternatively you could do this through workflow/script.

AmandaFlynn You don't have to scrape the TO. A TO that is transformed into an IF will automatically bring all of the items along. Unless you specifically need the bin/lot data on the TO? I would put a user event on the TO. If the action is approve, transform the TO into an IF, search for the bins you need, assign, and save…

Hi cja, We've hit our heads on this many times. You've got two options: 1.) Load up every record and then get the field value (ugly and slow - possibly impossible depending on your script type and governance). 2.) Create a custom field on the Account record called "Custom Currency" and set it with a script any time the…

I've seen the same thing since 2018.2 across numerous accounts. Doesn't seem to matter if we look under the script record, deployment record, Customization -> Scripting -> Script Execution Logs, or use a Server Script Log search. This is extremely frustrating when users report issues and you cannot determine why they…

Hi qpongrass, Two quick thoughts: 1.) Do you use lot numbered/serialized inventory? 2.) Try setting the "itemreceive" to "T" first, then set the quantity and subrecord detail. I tried doing this in the same order as above in the UI and got the same error message you were getting. Let us know how it goes.

Hi Ferdinand, Perhaps a better method would be to have your Suitelet collect/validate the date and update the record. You could do that like this: 1.) Have your button hit a client script (or do a window.open) on the URL for your Suitelet (this can be retrieved from the deployment record or nlapiResolveURL). 2.) As you…

Hey Jason, Unfortunately not. You'll have to either make a button or use some inline html to generate your own menu-like layout.

Yusuf Jayapalan This typically involves setting up some restricted folders, a user event script, a client script, and a suitelet. Moderate-to-advanced knowledge of SuiteScript would be required. By pairing these customizations together you can achieve exactly as I laid out above.

Hi there, Most of our customers want all files for a given Expense Report in a given folder. Then they can be easily accessed when looking directly in the file cabinet. What we typically do is remove the standard "Attach File" capability and replace with a custom button. With the button in place we take away the "Select…

EDIT: I found out what our issue was. You can read a fix on this thread.

Hi quayleman, Bad news on #1 I'm afraid - CSV import tool does not support the Billing Schedule record (per the help files). You can, however, create them via script. Once you have the schedules in place you should be able assign these Billing Schedule ID's to SO line items. If you need/want more guidance on how to do this…

mattoak I suspect that you have a trigger type mismatch between the workflow and action. The workflow trigger being "All" is fine. But the action trigger should be "Before User Submit". Failing that, I would show the message on "Before User Edit" and "After Field Edit" on the date field. There is an excellent image in the…

mattoak There is nothing obviously wrong with your workflow criteria. Can you provide a bit more detail about the workflow: [LIST=1] [*]What is the main workflow trigger type? [*]What is the workflow state's trigger type? [*]How did you enter the formula? [/LIST] A sreenshot may answer all of these questions.…

dc92974 I don't believe there is anything available to perform this task. We have several clients who would like this functionality as well. If you do come up with anything please be sure to share with the group!

Hi Erin, It sounds like an apples to oranges comparison. If I'm reading this right, you are buying/quoting a "job cost" but then fulfilling individual sku's. Does the pricing information you receive from your vendor come through with item pricing, or just job pricing? Also, are you doing these as Projects in NS or just…

So the Workflow main trigger is All and the state trigger is Before Record Submit. What trigger are you using on the action itself?

JCaudle I was just researching another Freemarker issue and found this page: https://system.na3.netsuite.com/app/help/helpcenter.nl?fid=section_3784028533.html. Depending on the record type, you may be able to use some of the "synthetic" tags (ie if you are sending from a Customer record).

JCaudle Email signatures are considered a "User Preference", so there is no way to set them en masse. You can retrieve this in Freemarker using {user.message_signature} but that does not eliminate your issue of having to set the value first. I like the idea of the custom entity field. You may run into permissions issues if…

giles.stead I would try this, because I have seen freemarker syntax work in subject lines before. Try referencing this page from the freemarker website to get your syntax correct.

giles.stead Just to confirm, you've tried using the <#if></#if> Freemarker tags in the subject line of the template? If that doesn't work you could always use a small script to handle this for you.

Hi Claire, We typically add a custom field (long text or text area) to the Invoice record called "Invoice Notes" or "Special Instructions". We then place this prominently on the Invoice record so that users see it every time they interact with the form. Then add this field to the Invoice PDF that you are generating. Viola…

Hi Amanda, It works for me when I do the following: 1.) Navigate to a customer dashboard 2.) Make sure that the "Key Performance Indicators" portlet is present. If not, click "Personalize" and then add the KPI portlet 3.) The standard one may show up with Balance (ours did). If it doesn't, hover over the top right corner…

Amanda, Well that there's a head-scratcher! I even tried removing the Balance KPI from mine, but it shows up in the selectable list when I do that. Sounds like it's time to create a ticket for the big brains in support to take a look.

Masood Mahmood I must confess that I am not a web services expert. I'll have to defer to another forum member for help on this request. Sorry about that.

Masood Mahmood Have you tried creating the payment first, then creating the invoice, and then linking the payment to the invoice?

AmandaFlynn Actually, I did get this to work with the "Inventory in Transit" column when using a case statement. Try a case statement first and see if that resolves your issue. I'm very curious now.

AmandaFlynn We meet again! I love to see people diving deeper and deeper into the platform. I tried this and found the same thing as you. I even tried changing this into a case statement. This failed similarly. It looks like you've discovered a bug which means it is time to open a ticket with NS support.

Hi Claire, This can be done with one of two tools: 1.) A workflow can be used to set the department by default whenever an IA is created 2.) A script can do the same thing Either one should be a quick and painless deployment. If this is a skill set you don't have on your team feel free to reach out and I can help. Good…