I have a potential solution for this issue. It involves creating a workflow that runs off a saved search that shows UPC codes that are on more than two item records. Below are screenshots to set up the saved search. Once this saved search is set up, create a workflow that uses this search as the condition that will show a…

I would take a look at suite answers ID 45594. This is along the lines of what you are looking for except you'd need to create a project search. In addition to the steps in this Suite Answers article, I would try adding the 'Project Resource' field to the Recipients From Results sub tab under the email tab when editing the…

It's not possible to edit the system generated email template for transactions. This is discussed in SuiteAnswers article 33766. There is currently an enhancement filed for this functionality #119409. To set the subject line to the customer purchase order number you will either need to: 1. Use the email button under the…

Have you tried using the Template Setup Button at the top? It looks like there is an orientation option there.

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Try changing the trigger on your set field value action to after record submit. If you have enabled logging on your workflow you will be able to see why the action was skipped under workflow history on the item record.

You should be able to set the Sales order form using a workflow and then link the picking ticket to your sales order form. Let me know if this makes sense.

Maybe something as simple as adding custom checkbox fields on the form may do the trick. Each person/department can check the appropriate box when they are finished with their part. Using these as columns and filters on a search or report will allow the next person to know when they need to review the order. It ultimately…

You should be able to include an email tag in the subject line. Try inputting ${documentnumber} or ${number} in the subject line when editing the workflow and send a test email.

You should be able to set fields on an invoice based upon the line items in the linked SO. Use Created From : Item in the conditions section.

Unfortunately there is not a way to have NetSuite automatically split up these planned orders. The planned orders will always be created in the fixed lot size or a multiple of it. The only way is to manually split them up.

You might want to check out Suite Answer #25603. Looks like this may be what you are experiencing.