Hi, Thank you for posting and welcome! Please allow our gurus to check into this. To other members, feel free to share your insights. Have a great day!

Hi, Thank you for posting and welcome back! Please allow our gurus to check into this. For now, may we know what record are you referring to? To other members, feel free to share your insights. Have a great day!

Hi, Does this mean to say that the template does not save? Are you using an Administrator role? May I know what record is the Saved Search? Regards, Joahnna

Hi, I am a bit confused. Do you mean to say that you want to create a custom field and must contain the value of Item Defined Cost on opportunities, quotes, sales, etc? Is the Item Defined Cost already a standard field in the record? Thank you, Joahnna

Hi, I have found a SuiteAnwers ID that might help you. 67940 Use Workflow to Lock Record Based on Role Let us know about your thoughts

Hi, Since you are using a Basic PDF, uncheck the Inventory Detail and be sure that the Description is checked. Thank you, Joahnna

Hi, Thank you for posting and welcome back! Please allow our gurus to check into this. To other members, feel free to share your insights. Have a great day!

Hi, Thank you for posting and welcome back! Please allow our gurus to check into this. To other members, feel free to share your insights. Have a great day!

Hi, Are you using a Basic or Advanced PDF? Kindly send a screenshot. Also, if you are using an Advanced PDF, kindly send us the code so we may check it and test in our end. Thank you, Joahnna

Hi, Upon checking, this is a system limitation for now. The following related Enhancement Requests have been filed for the possibility of implementing those features in the future: Enhancement 88440 Transactions>Record Customer Deposits>User would like the Customer Deposits to show in the Customer's Balance when Generating…

Hi, May I know what you mean by Closed Estimate? Would it be possible to send a screenshot of an example? Thank you, Joahnna

Hi, Unfortunately we cannot replicate this on our end. It is best if customer support team would handle this. There are a couple of issues filed on this one that you might check on your end. You may reach out/call to the Customer Support Team. Thank you for your understanding, Joahnna

Hi, When you say Transaction Record, do you mean to say the record itself does not have any value? And that is why you want to use the Description of the item instead? If I understood it correctly, then uncheck the Inventory Detail and be sure that the Description is checked. Let us know about your thoughts, Joahnna

Hi, The Formula is only in the Criteria and Results tab then upon Saving and Running the result is just 35. BUT when you tried adding the formula on the criteria, then adding the Formula AND the custom field on the Results tab, then upon saving and running, the Results multiplied. Is that correct? Thank you, Joahnna

Hola @User_DA9FS, Estamos encantados de tenerle con nosotros hoy. Gracias por crear este hilo. Por favor, permita que nuestros gurús revisen su preocupación y realicen su investigación inicial. Nos pondremos en contacto de nuevo si tenemos novedades al respecto. Para nuestros otros miembros, siéntanse libres de compartir…

Hi, Unfortunately we cannot replicate this on our end. It is best if customer support team would handle this. There is an issue filed on this one that you might check on your end. You may reach out/call to the Customer Support Team. Thank you for your understanding, Joahnna

Hi, I think the only possible way is to check each of the scripts you have on your end. If in case you are familiar with them, you may check into it or check this with the developer that created the script/s or any developer available on your end. Thank you, Joahnna

Hi, The Saved Search must automatically be selected on the PDF Template. What we need to do is to open the Saved Search that you want to print, click Edit, then click New Template. See example below Upon clicking, the Saved Search must be automatically populated on the Saved Search Let us know about your thoughts 😊

Hi, Would it be possible to send a screenshot of what you are referring to? Are you using Basic or Advanced PDF? When you mentioned "Go to Customization > Forms > Address Forms, click Customize for the standard address form, and move the phone number to the last one. " did the form set to Preferred Form? On the record,…

Hi, Kindly make sure that it is shown on the Custom Form. Navigate to Customization > Forms > Transaction Forms Custom Custom Packing Slip: Click Edit Click Printing Fields Click Columns Inventory Detail > Print/Email: Enter Checkmark Click Save If this is still not working, kindly make sure that there are details on the…

Upon checking, this is a system limitation for now. You can vote for the Enhancement Request by either submitting a case to NetSuite Customer Support or via SuiteIdeas. Refer to these SuiteAnswers Articles for the steps on voting thru SuiteIdeas: • 30288: Steps to Navigate to SuiteIdeas • 10054: Voting for Enhancements…

Hi, Is there a workflow or script deployed to the record? You may check it under Customization >Scripting>Scripted Records and click on the record the field is applied. Thank you, Joahnna

Hi, Is the field on the Sales Order related to the Customer? I have tried creating workflow that will check the custom checkbox on the Customer if the Sales Order is checked but unfortunately it is not possible. Although you can see the Custom Body Field on the Sales order under the Sales tab of the Customer and Customize…

Hi, Unfortunately we cannot replicate this on our end. It is best if customer support team would handle this. There are a couple of issues filed on this one that you might check on your end. You may reach out/call to the Customer Support Team. Thank you for your understanding, Joahnna

Hi, On the custom line field, uncheck the Store Value checkbox. Let us know about your thoughts 😊

Hi, You can add a button using a script or a workflow but since the action of the button will be to print a form, I highly suggest to create a script. This is possible through creating a new Script but to set proper expectations, please be informed that the scope of our support here in the NetSuite Support Community does…

Hi, Here are a couple of SuiteAnswers found that might help 80148 89087 Let us know about your thoughts

Hi, As mentioned on the previous email, you can create a script instead. This is possible through creating a new Script and is also possible through Workflow but to set proper expectations, please be informed that the scope of our support here in the NetSuite Support Community does not include creating and implementing any…

Hi, Going back on your first email, you have mentioned "I used the formula below in the Criteria of the Saved Search and I got 35 results. But when I added the actual fields used in the formula (workflow fields: current state), it multiplied the results to more than 2000.", I am not quite sure i understood this. Do you…

Hi, It is not showing on the Advanced PDF/HTML Template lists? Is this happening to other templates? For testing purposes, would it be possible to try on a standard template the same thing you are trying to do on the Template that you are having problem? Thank you, Joahnna