Hi Martha, Currently, for the new feature, creating an Invoice Group record using workflow is not yet possible. You may check Answer Id: 94877 - Using SuiteFlow to Create an Invoice Groups Workflow as reference. However, I was able to send an email using Send Email workflow action with After Record Submit Trigger On after…

Hi George, Upon further investigation, there's no way yet we could source the name or plural name of a units type. By default, the standard Units dropdown field only lists Abbreviation. As a workaround, we could add all the plural name equivalent of the abbreviation when the quantity is greater than 1 on an if else…

Glad to see you back in the community and thank you for posting a new thread, Tom! ? We'll further check if publishing saved search results on an external website is possible and update you with our findings.

No worries, @User_HPB3I. Please allow us some time to investigate your concern. One of my colleagues who has the expertise on Estimate Saved Searches will further test this with the provided saved search setup and update you on this thread.

Glad to see you back in the community, @User_HPB3I ? May we also ask for the criteria added on the transaction saved search? Can you also try adding Main Line = Yes on the criteria and see if the desired result is achieved?

Thanks for the update, Kf. Can you confirm if the field has no value when added on Bill Purchase Orders page or is it on the Purchase Order record? Please make sure that Store Value check box on Total Amount (from IR) summary search field is not marked while marked on Total Amount (from IR - Stored). You may also check few…

Hi Paul, I tested this on my account and also had the same results. I was able to confirm internally that it is a standard behavior that Set Field Value workflow action triggered on After Field Edit does not execute for Discount line items automatically added from Promotions tab as this is loaded by from the backend by the…

Thank you for creating a thread and welcome to the Support Community, @User_7PN92! ? One of our gurus who has the expertise on your concern will further check this and update you on this thread ?

Glad to see you back in the community, @User_Q9SHI! ? One of our gurus will further investigate this and update you with their findings on the thread. To other community users who might have encountered the same issue, please feel free to comment your suggestions! ?

Thank you for creating an new thread, @User_6Z1W1! ? One of my colleagues who has the expertise on case saved searches will further test this and update you with the result. To other community user, please feel free to comment your suggestions ?

Hi Asher, You may add line.amountremaining to display the remaining balance of an invoice. On the sample printed statement below, remaining balance Invoice #65 is displayed on Open Amount column. Unfortunately, there's no workaround available yet to display the paid amount and the request for this feature is logged through…

Hi Claudio, I wasn't able to reproduce the same result on my end on standard and custom work order forms. I tested both forms with Make Locations Mandatory preference turned on and off. Can you check if there are any workflows or scripts deployed on the record that might be unsetting the standard field to be mandatory?…

Hi Eunice, We need to expose the Manufacturer Country on the line item so it could be displayed on the printed Invoice. Create a Custom Transaction Line Field Add field ID on Advanced PDF/HTML Template Source Code For the other scenarios, can you confirm if you're referring to the Tax Code on the Item sublist? If not, can…

Thank you for posting a new thread on the support community, Kyle! ? Our gurus, @Joy Noreen Magoling-Oracle and @Ivy Lopez-Oracle, who have the expertise on this type of saved search will further check this and update you with their findings. -- We need your expertise here, Joy and Ivy. Any ideas? ?

Glad to see you back in the support community, Asher! We'll further test if these values can be added on the template source code and get back to you with our findings. Thank you!

Hi @timblun, The Show Message is not yet available on Sublist Action Group and can't be triggered yet on After Field Edit as line items are also not available on Triggering Client Fields list. However, upon checking, the scenario can be achieved through scripting. If you need further assistance with the creation of the…

Hi @BWM- Shem, The discrepancy on the decimal place might have been due to each line items converted is rounded up to the nearest hundreths place while on the formula record.total is used. I would suggest just adding up the converted price of each line items instead of converting standard total value. I created…

Hi Eunice, Here's the test result on my end for the use case you've mentioned: The workflow would need to set the fulfilment to status 'picked' once the sales order is committed. It is possible to check if each line items on a Sales Order has been committed (Committed column has value). The sample setup below checks the…

Hi Kf, We need to (1) create a transaction saved search that will rollup the sum of custom transaction line field in we've created on Item Receipt - Add a column calculate Item receive quantity and summary search custom field where the value will be displayed. Since summary search fields are never stored (one of its…

Thank you for posting a new thread and welcome to the NetSuite Support Community! ? One of our gurus who has the expertise on your concern will further check this and update you with their findings.

Hi Michael, Just to add, here's the set up of Formula (Text) on the Criteria tab. Let us know how the testing goes on your end. Have a great weekend ?

No worries, Christopher! Glad to be of help ?

Thank you, K for your feedback! I'm glad that you find the steps clear and helpful in setting up the solution on your end ?

Apologies for the late response, Christopher. Here's what I changed on my end to correct the formula on assign: Only the variable bal should be converted to number since line.charge is already a number type. I added the number format outside the list. Below is what it looks like on printed Customer Statement: Hope this…

Hi @NS ERP CONSULT, I have consulted our scripting gurus and have confirmed that you may create a scheduled script and use the existing Sent Email List saved search result to send notification multiple times daily as a workaround since the maximum frequency for the saved search is only once a day. Here are some…

Glad to have you back on the Support Community, Mathieu! ? Our scripting gurus will further test this and update you with with their findings. Thank you. -- We need your expertise here @Mikko De La Fuente-Oracle and @Erick Dela Rosa-Oracle. Any ideas? ?

Thank you for posting a new thread on the Support Community, @VirtusX! ? One of my colleagues, @Michelle Jabanes-Oracle, who has the expertise on email templates will further check this and update you with her findings. To our community users, please feel free to join the thread and comment your suggestions! ?

Thanks, Adrian for sharing what resolved your concern ? Custom List permission must be added on the custom role to have the ability to add values on the custom list field. It is also a standard behavior that owners of the custom field can still add values even accessing it with a role where Custom List permission is not…

Hi @KNason76, Upon further investigation, filtering the dropdown values of standard Role field on Relationships tab > Contacts sub tab is not yet possible through workflow. I have also coordinated this internally with our scripting gurus and have confirmed that this is also not accessible through scripting. I found an…

Thanks, Shamie! ? -- Hi @BWM- Shem, I noticed from the screenshot you posted that the sum is not correct. May I ask for the Advanced PDF/HTML Template source code so I could check the formula you've mentioned? Thank you.