Sales Rep should come in from the customer record. When does your workflow initiate? On entry may not be the correct trigger. How are Sales orders entered? Are they entered via UI? Is it triggered on entity sourcing? I would need more information. You can also turn on logging to determine why it is not getting updated.

You can see if a workflow is firing on a record type. I am not sure you can see it from a field level.

I am not able to get that to work... I will try some more.

How would I link these to all of the shipments on the custom record? Wouldn't that make multiple records?

You can void an invoice if it is not in a closed period. https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_158654862294.html#Closing-or-Voiding-an-Invoice Closing or Voiding an Invoice An invoice closes when it is paid in full. However, the status is Paid in Full rather than Closed. Invoices that are in…

So because this is a one to many relationship it may be difficult. You can try this. Create a new Items saved search Add the following standard Filters under the Criteria subtab: Pricing Fields : Price Level = Base Price Pricing Fields : Rate = is Not Empty Add the following column Fields under the Results subtab: Field =…

It would be multiple transactions. How would I have all transactions tied to it? The kpi for just the shipping goal doesn’t show the amount on the meter. Or the scorecard only the value on the saved search.

Natively the component on an assembly will use the consumption unit or base unit. If it is incorrect you can correct it on the bom by selecting the correct unit For your case I would make sure that they are consumed on the bill of material as inches and the quantity is the 1.080 This will make it so if you have an assembly…

Home > Set Preferences and select or clear the Enable Oracle Guided Learning box. To disable globally: General Preferences > Overriding Preferences > uncheck box: Enable Oracle Guided Learning

https://suiteanswers.custhelp.com/app/answers/detail/a_id/28084/loc/en_US It sounds like your conversion may be incorrect. When you say your units type or base units in Length Imperial, did you set that as yards? When we set up UOM we used the smallest value as the base unit. So for an example: Base Unit Inch Inch to Feet…

Answer C: Pending Approval

Do you have an idea of material loss? Is your bar base unit inch or each? So in your example you get about 44 pcs per bar correct. Do you use Advanced Manufacturing? If you want to use full bars you can use round up component or component yields if you need to add in the loss of material due to machining. To better advise…

We want to compare the actual to the goal in the meter. I added a sample of what they have on an external site, we just want it using native functionality.

Here is the field id. I am not sure it will render anything as I have not tested it. Maybe it will help. daysoverdue The other thing I have done with advanced pdfs is if a field is not available to print. You can add a custom field to pull the data in and it does not have to be stored, and add it to your pdf template. I…

Reset a User’s 2FA Settings Administrators can use the User Access Reset Tool to reset 2FA settings for users if users are unable to log in. You can reset both the password, and the 2FA settings, or only one of those. Important: To initiate a password reset for a user with access to multiple NetSuite accounts, you must be…

It is most likely a limitation with a number of characters.

You can use the system notes audit log. It may still cut it off but I would look at that. Administration and Controls/System Notes Audit Log

Since you cannot login another admin will need to re-set them for you. But for others here is the reset 2FA instructions. Reset Your 2FA Settings You need to reset (clear) your 2FA settings in NetSuite if you: Change your authenticator app. Lose your phone. Buy a new phone. Change your phone number. Change your…

I tried to use just today and added the formula date field on the record. I can see the results but It still does not show in KPI even when I say today on KPI setup. What could I be missing.

Good Morning, Would the native field Days Overdue work for what you are attempting to accomplish? Since you are only looking for the days overdue at the line level.

service items can hold quantity and they can be set to have to be received. “Expense of items” or expense categories do not have quantity and they can't be set to have to be received.

Congratulations @Angela Bayliss

I understand this to be a limitation, inbound shipments does not allow overage even when you enable the feature for item receipts.

Suite approvals require rules for your approval process which can be cumbersome when you have multiple subsidiaries as you need one rule per subsidiary. I found it to be slow. You can create approvals based on groups where you cannot with a custom approval workflow. it depends on the business need. We have 6 subsidiary’s…

@User_GE47I Do you mean CPQ Proposal?

Is this what you are looking for? Below are the steps to add an Earnings Before Interest, Taxes, Depreciation and Amortization (EBITDA) section in a Profit and Loss report. 1. Navigate to Reports > Financial > Income Statement > Customize Summary. 2. On the Edit Layout Page, click on the Net Income Section. 3. Change the…

The unbilled showed me correct results because it is on the sales order not the invoice. I added a count of invoices to validate. Like I said it will only tell you what is billed and unbilled.

You can do this to see the unbilled value if there is one. What it wont show you is overpayment.

Good Morning, I was worried about that. I was able to do the saved search example and get the net amount with no freight or tax. Once I tried to get the amount less tax it worked for some and not others. I can look into this more.

You need to work with your account manager to provision bill capture into your account. Once you have you will also need Bundle ID 459771. Here is the help documentation for the prerequisite for bill capture. https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/article_1021104845.html