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  • Hi again Amy, I think your best option here would be to use a scheduled saved search or report. A saved customer search could likely use the following criteria: Transaction Type = Invoice Transaction Date (Max) before start of this fiscal quarter You can then setup the "Email" tab to send the search results out at the…
    in Workflow Question for Unbilled Clients Comment by starlingMark Aug 16, 2018 10:37AM
  • Amy, Probably something like the snapshot below would get you there:
    in Workflow Question for Unbilled Clients Comment by starlingMark Aug 17, 2018 6:45AM
  • Thanks k_dunc. I have used workflow action scripts in the past. In this instance I'm just looking to make one or two API calls and was hoping I could just sneak them into the workflow itself. Sounds like this is not possible though.
    in Suitescript inside of workflow Comment by starlingMark Apr 17, 2017 9:38AM
  • cjc322@cornell.du Welcome to the forum and the platform! This is one of those pages in NetSuite that does not support much customization and will not support a custom script. However, all this tool does in the end is create transfer orders, so the process can easily be duplicated and then customized. We work with many…
    in Modifying Replenish Location By Transfer Order tool Comment by starlingMark Oct 12, 2018 9:26AM
  • Hi EdKab, There is nothing "out of the box" that will get you exactly where you want to be. You can definitely get there with some light scripting on the transaction record itself. You could have a multiselect field on the item record that would indicate which locations the item could or could not be sold from. Then the…
    in Item availability restrictions Comment by starlingMark Aug 16, 2018 10:26AM
  • Hi mhambalek, Although I'm not aware of a way to build an assembly at location B with parts from location A, you could easily automate the Inventory Transfer to happen whenever an Assembly Build is completed. As a side question, do you have your CM's track when they ship/receive the goods during this process? Or do you…
    in Build an Assembly and Put Finished Good Into Different Location? Comment by starlingMark Jul 16, 2018 1:45PM
  • Hi darinw, Is your challenge that your Item Fulfillment contains multiple "boxes" and each item on the Packing Slip should identify which box it is in? This is certainly achievable with an advanced PDF template. You can also elect to show kit components on transactions, which would print one line for every kit constituent.…
    in How to Modify a Packing Slip? Comment by starlingMark Jul 31, 2018 2:51PM