If you have the Advanced Procurement module, this is a great use case for the Blanket Purchase Order feature. The Blanket Purchase Order covers the life of the contract, and then the individual Purchase Orders are released according to the schedule you set.

What do you want to show? What are you grouping on, and for what purpose?

There is the A/P Payment History by Payment report.

If you change "within" to "on" and select "same day last week" it will return transactions that have a date one week ago:

The most direct route would be via a search on system notes on the item fulfillment as Ivy outlined above. If it's important to you to have the date/time shipped easily available on the SO, it may be easier to add a custom date/time field to the SO and set it via workflow. For the workflow, you only need a set field value…

In order to use line-level fields for a workflow condition, you need to use a saved search condition; the workflow conditions will only work on header-level fields, regardless of transaction type. For a return user error action type, you need it to happen before record submit or after field edit, so using a saved search…

As indicated in the SuiteAnswers article you mentioned, this is not a permission issue - regardless of permissions, searches on system notes will only return the logged in user's entries for any role other than Administrator. Even if you created a role with all available permissions set to full, you would still observe…

Your best option is likely to build a new transaction saved search for purchase orders that includes all the transactions you want to see together, then add a filter for the vendor. If you want to have this as a sublist on the vendor record, you could do so by checking the "Available as Sublist" checkbox on the saved…

How are you managing approvals? Are you using native approval routing, Advanced Approvals, or custom workflows?

You need to use Summary criteria. You need to summarize your search, with grouping on either the internal/external id (recommended) or the document number or transaction ID. Instead of putting your criterion under the Standard Criteria, you need to move it to Summary; still use field type Formula (Numeric) and use summary…

Is the field itself configured as hidden? Is the field on the lead form you are using? For this to work, you will probably need to show to configure the lead as normal and include it with the form, then hide it when the lead source is not Trade Show.

Is this the bank details for Electronic Bank Payments?

@Sue Campau are they seeing more than their own class when the filter is removed when viewing it from a role with class restrictions?

To source a value you need a Set Field Value action, not a set field display type. If you select a checkbox field for a Set Field Value action, it will only allow you to set it to either checked or unchecked or to source from other checkbox fields. I'm still not sure how you are triggering the workflow on the Hands record…

It looks like that field is specific to Japanese subsidiaries, per SuiteAnswer 62002. You may need to create a custom field for this. What would the treasury team be using this field for? Is it to determine what bank account for your company customer payments should be deposited to?

If you remove the class filter entirely, does it display as expected for users in the target roles?

In the screen shot you shared, the field is set to "Inline". Inline fields can only be set via calculation, workflow, or script, and they will not be displayed on the form if they do not have a value. If you made the field inline to prevent unauthorized users from editing it, you may want to consider setting it Regular on…

There is a setting on the restriction subtab on roles for restricting users using that role by class. Do you have a restriction set by class? If you do, users who view a financial statement - including an income statement - should only see results for their class, so long as you don't publish the custom income statement…

@Richard Appleford OB are the assemblies created immediately after the Hand records, or some time later? If the assemblies are created immediately after you may be able to use the Create Record action along with the previously mentioned Subscribe to Record to accomplish this. SuiteAnswer 40519 has instructions on how to do…

@Richard Appleford OB so you are only wanting to set the checkbox field on the hand record when it's created?

What are the record types you are working with? You may be able to do what you're trying to achieve using a Subscribe to Record action and transitioning the record you want to update based on the criteria that the custom checkbox is checked on the related record.

The easiest thing to do is to uncheck "Store Form with Record" on the deprecated forms as outlined in SuiteAnswer 7292 (https://suiteanswers.custhelp.com/app/answers/detail/a_id/72912/loc/en_US).

Is the field returning values in saved searches? Are you're PO's for items or are you using expense lines on PO's? PO's are non-posting transactions, and they have different (non-posting) GL impacts from bills. The PO is likely not impacting an expense account at all, so if you only set your custom field on expense…

It doesn't force a deposit on every order, it just makes the fields available. You have to set a deposit amount or percentage on any individual order where you want to require a deposit.

Is the intent to capture the deposit you are requiring/requesting from your customer or to capture the total amount of deposits which the customer has paid for the order? If it is to capture the amount the customer needs to pay, the Required Deposit Workflow feature will do this, and the fields can be added to your…

There is a feature called "Required Deposit Workflow" that will add fields for a required deposit percentage and a required deposit amount. They are added at the header, not the line-level, but when you enter an percentage NetSuite will calculate the amount and vice-versa.