Greetings @JoshPNW, Since the Standard Workflow Actions can only update the field(s) on the current record being edited and does not have write access to outside records, you may need to utilize SuiteScript to address your requirement. So, tagging our Scripting gurus @Erick Dela Rosa-Oracle and @Mikko De La Fuente-Oracle…

Thank you for sharing your knowledge with the community @Chris Beer! We greatly appreciate all of our member's contributions here in the NetSuite Support Community ?. @User_O2F3P - Feel free to click "Yes" on “Did this answer your question”, for any replies here that has helped resolve your concern. By doing this, you’ll…

OK. But will that then store the data in the item record fields? No, the values of the Transaction Line Fields are only saved on the Item Receipt and does not affect the Item Record. If you find this reply to your question useful, others might be as well. By clicking “Yes” on “Did this answer your question”, you’ll be able…

Greetings @JoshPNW, To address your requirement, create Transaction Line Fields for each necessary Dimension Fields to be shown on the Item Receipt in Customization > Lists, Records, & Fields > Transaction Line Fields > New. See screenshot below for an example field setup: Expected Result: If you find this reply to your…

I have converted this Discussion Thread into a Question Thread. You should be able to see the option now ?. -Jack

Thank you for the additional information @paula.courtemanche, Can you try the below formula if it works on your end? '<a href="https://4142202.app.netsuite.com/app/common/custom/custrecordentry.nl?rectype=419&id=' || {custbody_scg_quote_templatebuild.internalid} || '" target="_blank">' || {custbody_scg_quote_templatebuild}…

Greetings @User_APOUO, To be able for other roles to add options from the Custom Dropdown Field, they should have at least Create permission for the List/Record Type of the field. For example, for dropdown list of Customers, the Customers list permission should be set to Create level or higher for the role(s). Note: There…

Greetings @user13588389, Thank you for posting a new inquiry in NS Support Community. Tagging our guru @Michelle Jabanes-Oracle who may be able to help you out on this one. -Jack

Greetings @Kyle_Lautzenhiser-Oracle, Upon checking on this, the feature that prompts a user when another employee is editing the same record is currently not available in NetSuite and the following related Enhancement Request has been filed for a possibility of future implementation: Enhancement 87463: Prevent two users…

Greetings @timblun, Upon checking on this, the option to customize the Currency Revaluation Form and the Month End Currency Revaluation Processing Page is currently not available in NetSuite and the following related Enhancement Request has been filed for a possibility of future implementation: Enhancement 181561:…

Greetings @Hakam Karawi, Upon checking on this, the option to customize the Site Category Form including addition of Custom Fields is currently not available in NetSuite and the following Enhancement Request has been filed for a possibility of future implementation: Enhancement 133515: Lists > Web Site > Categories > edit…

Greetings @paula.courtemanche, We would like to request the following additional information to help us provide the best solution to your concern: 1. Is the Store Value option enabled for your Custom Field? See sample screenshot below: 2. What exact formula did you use to reference the Custom Field in your Saved Search?…

Greetings @Mat O2F, It is recommended to learn the basics of HTML, CSS, and Freemarker when it comes Advanced PDF/HTML Templates since the WYSIWYG (Graphical) Editor is not very reliable and most features are only doable via Source Editing. Here are some resources to get you started: HTML: https://www.w3schools.com/html/…

Thank you for providing our requested information @Hendra_innopia. The error you are getting might be caused by putting the new code in the wrong table. The template contains separate sections for the Items Table and the Expenses Table and they are also printed separately. The Items Table section starts with the following…

Tagging my colleagues @Erick Dela Rosa-Oracle and @Mikko De La Fuente-Oracle so that they can help you out on this one ?

Greetings @gustav.farg, We would like to request the following additional information to assist you better with your concern: Details of the Payment File Format you are using such as the Reference Fields, Entity Reference Fields and the Bank File Template values on the template. Please attach these information here in the…

Greetings @User_FZNHI, The inability to print Non-Store Value fields is one of the limitations of Basic Templates. That's why the Print on Statement option becomes greyed out. With Advanced PDF/HTML Templates, the aforementioned limitation does not apply. For more information, refer to the SuiteAnswers Articles below:…

Greetings @Eunice_C, The reason SuiteAnswers 22138 did not work on your end is because it is for restricting access to Customer Records not Transaction Records. If your transactions have the Department field as the indicator whether they are under the E-commerce business unit, make the following adjustments to the Workflow…

Upon checking, Custom Forms and its fields are currently unavailable to Saved Searches and the following related Enhancement Request has been filed for a possibility of future implementation: Enhancement 215938: Saved Search > Expose Custom Forms with the ability to filter such using fields under Custom Code tab You can…

Testing on this, it seems that the value of a Custom Line Field applied to SO and IF will only show on Line ID 1. Since COGS Lines are not on Line ID 1, the field is blank. This behavior could be a limitation of Custom Line Fields. Alternatively, if you only need to show the COGS Account associated to the transaction line,…

Greetings @PaulFleetwood, Checking on this, it seems that Workflows cannot access the PO Rate Column Field yet on Sales Orders. I didn't find any related Enhancement Request so feel free to submit a new one by filing a case to NetSuite Customer Support or via SuiteIdeas. Refer to these SuiteAnswers Articles for the steps…

Greetings @Hendra_innopia, We would like to request the following information for to help us come up with the appropriate solution: 1. Are you using Basic or Advanced PDF Templates? To check, look at the Printing Type configuration of your PO Custom Form. Refer to the screenshots below: 2. What is the error message you are…

Greetings @Martha Hakes, We would like to request the following information for to help us come up with the appropriate solution: Is the type of Saved Search you are creating a Transaction search? Are the Custom Fields you are trying to show, Column Fields that were created in Customization > Lists, Records, & Fields >…

Per my testing, you do not need to set the Discount Rate field since it is automatically populated from the Rate of the Discount Item. So, the Discount Item should be only set by the Workflow. See screenshots below for my testing results: Discount Item: Workflow: Result: If you find this reply to your question as helpful,…

Hi @jmack_admin, We would like to request the following additional information to help us come up with the best solution for your requirement: Do you have a Workflow in place for your Expense Report Approvals or are you only using the Standard Approvals? If you use a Workflow for ER approvals, does the Custom Approval…

Greetings @kastnerd, The PI Removal Tool might be the feature that you are looking for. It can be enabled in Setup > Company > Enable Features > SuiteCloud subtab > Remove Personal Information. The tool is primarily used for GDPR Compliance in European countries which is similar to CCPA based on your description, so I…

Greetings @User_3L89D Welcome to NetSuite Support Community! Tagging @Camille Cagalingan-Oracle who might be able to help you out on this one. Others who share their ideas are also appreciated ? -Jack

The reason your Saved Search does not show up is because the Group Summary Type is unsupported for fields derived from Summary Saved Search Results as documented in SuiteAnswers 31727: You may need to use other Summary Types that are supported. -Jack

You're welcome @Meherin! Glad I could help you ? -Jack

Greetings @User_7BXKM, Thank you for posting a new inquiry in NS Support Community. We would like to request the following additional information to understand your requirement better: 1. Are you referring to the field shown in the screenshot below? 2. If the field shown above is the correct one, does the form require you…