Hi @Kyle Parlee Based on my understanding, an email should be sent to the user when the current amount exceeds the originally approved amount by $50. To achieve this, follow these steps: Add a custom field (Eg: Original PO Amount) to store the PO’s total amount at the time it is first approved. This field will act as a…

Hi @User_9NCEQ Due to system limitations in displaying the amount due on this page, you can generate the statement by customizing the statement form or using an advanced PDF/HTML template. For detailed guidance, please refer to the following SuiteAnswers articles: Show Amount Due on Customer Statement Add the Open Amount…

Hi @Tahshinul Haque Are you referring to Item Substitution? Could you please provide more details about your specific requirements?

Please check the replenishment method for the assembly item. In your case, it might be set to 'Reorder Point'. To ensure the item appears in the Item Demand Planning, the replenishment method should be set to either 'Time-Phased' or MRP/MPS.

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Hi @A K M Farid The Incoterm value on Inbound shipment is sourced from the corresponding purchase order. Please ensure that the Incoterm field in the PO is not left blank. Thank you

Hi @User_4XHXA As per my understanding, it is challenging to populate the item line location from the adjustment location using a workflow. However, we can achieve this using Suite Script. Other members, please correct me if I am wrong. Thank you

Hi @eleran The export from custom list views may not include columns used as filters. However, you can export the data by opening the view as a saved search and then exporting it.

Hi @knlekash Please map the demand item to either the item's Internal ID or External ID, but not both simultaneously. Additionally, ensure that the item ID is correct. Please refer the attached suiteanswer Monthly Item Demand Plan Import Thank you

Hi @User_PXSOY In addition to the above points, please verify whether the income account is defined in the item record. If no income account is selected, the item will not appear in the Item dropdown list for sales transactions.

You can also refer the below suiteanswers. Saved Search Sends Email Alert When Purchase Order is Approve Send an Email to a Specific Email Address Upon Creation of an Expense Report Send an Email When a Record is Created / Updated Using a Specific Custom Form

Hi @Daniel P The error "You must enter either a weight or package description", typically occurs because NetSuite's shipping integration (e.g., FedEx, UPS, or a custom carrier integration) requires this information to generate shipping labels or calculate shipping rates. When you enter the missing weight or package…

@Pallavi1903 Please verify whether the custom form assigned to the vendor record in the custom role matches the one used in the admin role. If the custom form field is not visible in the vendor record, temporarily enable the field on the form to check and confirm. Thank you

Hi @User_D92JB , I agree with @Wee Ming explanation. In NetSuite's native functionality, the selling price on a transaction is determined by the value specified in the item record for the corresponding price level and Currency. If you want the price to dynamically update based on the transaction's currency, you will need…

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How can differentiate US legacy tax and Suite Tax. Which one is best.

Hi @JenniferTrejo To achieve the desired results, you can use a Transaction Saved Search with specific criteria and filters to include only the sales orders where both Item A and Item B are present, and exclude other items. Please see the attached sample for your reference. The result will display sales orders that include…

Hi @User_WJ0CN You were using the trigger at the entry of record creation, which prevented retrieving the transaction ID. To resolve this, create the task record after the sales order has been created. Therefore, please set the trigger to "after submit" for the record creation.

Thank you for your response. Yes, once the sales order is saved and the project is assigned in the Project (Job) field, the sales order will appear under the Transaction sublist in the Related Records subtab of Project. Both the sales order and project share the Customer field as an entity field, which is why they are…

Hi @User_K51C7 We can create a Sales Order from the Project record, but not the other way around to creating a Project from a Sales Order. So could you please clarify how you created the Project record from the Sales Order? Additionally, could you share more details about your specific requirements? Thank you

Hi @H3NO5 Lists > Mass Update > Mass Duplicate Record Merge, see Duplicate Record Detection. https://suiteanswers.custhelp.com/app/answers/detail/a_id/48677/~/manage-record-duplicates-page

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Hi @User_40VHF The User/Role does not have Permission for the field. (Role level Permission, Field level permission) For more information, kindly refer to the following articles: Reviewing Permissions Assigned to Roles -SuiteAnswer Id: 9915 Restricting Access to Custom Fields -SuiteAnswer Id: 10096 XML Request to Get the…

Hi @BM136 Please review the below suiteanswer. https://suiteanswers.custhelp.com/app/answers/detail/a_id/9429/~/email-best-practices

Hi @NKusiak Navigate to: Customization > Forms > Address Forms. Create a New Address Form: You can either clone the Brazilian address form or modify the UK address form to include the necessary fields. Assign the country to the address form

Hi @Rick Sutton You can create a workflow to dynamically set the Memo field value on an invoice when it is created from a sales order using the Next Billing option. To achieve this, configure a Set Field Value action in the workflow and use the following formula to populate the Memo field: CONCAT('Monthly Firm Support - ',…

Hi @NE_JohnC For each transaction type (Cash Sale, Item Fulfillment, Invoice, etc.), you can create separate columns to display Qty and Value. Formula for Quantity (Cash Sale): CASE WHEN {type} = 'Cash Sale' THEN {quantity} ELSE 0 END Formula for Value (Cash Sale): CASE WHEN {type} = 'Cash Sale' THEN {amount} ELSE 0 END…

Hi @User_Z2FVL ,I assume the field you created is a freeform text field, which is why it isn't listed under the Workflow options for email sending. To send an email to the value in that field, you will need to use a script. Thank you

Hi @3950659 Can you please share the screenshot of the custom entity field that you created on customer record. (Screenshot of each subtab)