Hi @Karanjot Singh , Based on my understanding, what you are trying to achieve is that if the item that is being selected on the item line on Sales order record, is Test example, the total amount of those line should be shown into a field. If I understood it correctly, here are the steps you might try on your end in to…

Hi Eklon, Upon enabling the Approval Routing for the Expense Report, is the Reject Button did not show up? Because if it does, my suggestion is for you is to use this instead of using the custom checkbox you have mentioned. Let us know about your thoughts. Thank you, Joahnna

Hi, Hope you are having a good day! ? Upon further checking and investigating, it appears that this is not yet supported on the current version of Netsuite. This is a system limitation. Please do note that an existing enhancement has been filed for this concern to add as a vote in implementing this feature in NetSuite's…

Hi, Unfortunately, I am not able to replicate this on my end. Please file a case so that the support team can double check this for you and asses if this is a possible defect. Thank you very much!

Hi, I think the reason is because of the trigger on your workflow. The error states that the Before Record Submit cannot be used for the Send Email action. You may refer to the SuiteAnswer 1152 to check the triggers you may use on your workflow. According to SuiteAnswers Article 11522: Send Email Action, there are four (4)…

Hi, I agree with what @Larabogan suggested. You may try this on your end. Thank you for this response @Larabogan ? Have a great day ahead!

Hi, Requesting for an update on this. Thank you, Joahnna

Hi , Did the given solution above help address your requirement? If so, we would greatly appreciate you giving us an update and clicking "Yes" on “Did this answer your question?” for the solution post which will also help us and the other community members track replies that are meaningful. If not, we would be glad to…

Hi, Requesting for an update on this. Thank you, Joahnna

Hi , Did the given solution above help address your requirement? If so, we would greatly appreciate you giving us an update and clicking "Yes" on “Did this answer your question?” for the solution post which will also help us and the other community members track replies that are meaningful. If not, we would be glad to…

Hi, Requesting for an update on this. Thank you, Joahnna

Hi, Would it be possible to send a screenshot of the whole workflow on the SandBox and Production? May I know as well if what record this is applied to? Feel free to include screenshots and additional information you think might help. Thank you, Joahnna

Hi, I have tried testing it on my end and it seems like it is not possible and should be edited if the cell content would be more than it was before. Have a great day ahead, Joahnna

Thank you for this confirmation Debbie, although I found out that this Custom Form is not the one that will help us on your concern. What will help us is my recent email. Thank you, Joahnna

Hi, Would it be possible to send a screenshot of the Custom Record you are referring to? We would also appreciate it if you will send us the steps to reproduce this. Is the Number of Accounts a custom field as well? If so, please send us the setup of the field. Feel free to include screenshots and additional information…

Hi Debbie, Yes, as per checking, the Standard Template for the Vendor Email is the Standard CUSTOMER Payment. xml. It is a bit confusing on this part but it is the standard/preferred one. Thank you, Joahnna

Hi @Asher_123 , Unfortunately, upon further checking and investigating, it appears that this is not yet supported on the current version of Netsuite. This is a system limitation. Please do note that an existing enhancement has been filed for this concern to add as a vote in implementing this feature in NetSuite's future…

Hi Debbie, I think, currently, there is no article or documented steps for this. This needs to be done once since it will be applied on all of the Email Notification (once it has been resent or newly sent) Hope this answers your question ? ========================= If you find this reply to your question as helpful, others…

Hi, The workflow should be applied on the Project record - Contact custom field. The reason for this is because we would need the Contact field to be used on the Saved Search. If a custom field is to be used on the Saved Search, the Store Value must be checked (if it is not, it will give us an error), but we know that if a…

Hi, I think I have found why this is happening on your end. Upon checking, if we want to use a customized PDF for the Email Notification, we would need to upload an xml file on the File Cabinet. Here are the steps of the things that we should do. ========================= If you find this reply to your question as helpful,…

Hi Debbie, Just to confirm, on the Email Notification tab of the Payment File you are referring to, if you clicked on the Document Number and the Bill Payment showed up, does the Custom Form being used on it is the Bill Payment vdjg? (sample screenshot below) If yes, and it is still not working correctly, would it be…

Hello @User_O6D8L, Glad to have you back and thank you for being with us today! Kindly allow our gurus some time to check this for you. Anyone who also have insights that may help, feel free to join this thread! Thank you, Joahnna

========================= If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your question?”, you’ll be able to aid the community to find the solution much easier and faster without the need to read through all the…

Hi, Apologies for the confusion, when I tested the resolution I have provided, I did not include the User Role. I found out that this is only possible through Scheduled Workflow. Unfortunately, it is not possible through Entry as the trigger. We would need to create a Saved Search first. You may refer to the screenshots…

Here are the screenshots of Ian's previous message. He did mentioned as well that they used a script for this. Hope this is clearer for you. If ever you do not have a Scripting team available, concerns like this can be handled by the Professional Services team. You can contact your AMO if you want the PS Team to create the…

Hi Eklon, Would it be possible to send a screenshot of the workflow you have created so that we may be able to check into this? Feel free to include additional information and/or screenshots that you think might help. Thank you, Joahnna

Hi, Based on my understanding, what you want to do is to show a Custom Field on the Invoice Record, showing a value from the Subcustomer record and from the Project record. The invoice was created from the Project as shown on the screenshot below: Kindly confirm if I understood it correctly. If not, please let me know.…

Hi @Strategit_Shunta4, I am a bit confused about the concern. I would like to ask the following: Is possible for you to send a screenshot of the steps on how you reproduce this? Also, kindly confirm if what External ID you need to be imported? Are you trying to update a certain Transaction record to update its amortization…

Hi, This can be done using both workflow and by standard feature. If you wish to use the standard one, you may check the steps below: ========================= If you find this reply to your question as helpful, others with the same question might find it helpful as well. By marking “Yes” on the “Did this answer your…

Hi, Thank you for the quick response. You may edit the header-height to be able to adjust the space between the memo and the table. On the Source code, edit the highlighted part below on line 163 Upon editing, it must look like this You may adjust the header-height based on your preference. Hope this work on your end ?…