Hi Kf, Here's what we need to do in order to achieve the scenario you've mentioned: We need to create a custom transaction line field that will store the value of the amount and a workflow that will set its value. We need to create a transaction saved search that will rollup the sum of custom transaction line field in 1…

Glad it worked on your end, @Grant Olson! ?

Thank you for posting a new thread on the Support Community, @sai teja katkam! One of our gurus, @Micah Timbol-Oracle and @Emilia Ironov-Oracle, who has the expertise on Fixed Asset Management will further check this and update you on this thread ?

Glad to have you back on the Support Community, Pierre! ? Let me tag my colleagues, @Joy Noreen Magoling-Oracle and @Ivy Lopez-Oracle, who have the expertise on your concern to further check it and update you with their findings. Thank you.

Hi Adrian, Upon testing this on my end, the Inline Editing should be enabled even the account has been configured with Global Preference (Setup > Company > General Preferences > Show Quick Add Row on Lists is marked) and Personal Preference (Home > Set Preferences > Show Quick Add Row on Lists is marked). Inline Editing…

Thank you for creating a thread and welcome to the NetSuite Support Community, @Saqib Ali! ? Our scripting gurus, @Mikko De La Fuente-Oracle and @Erick Dela Rosa-Oracle, will investigate this and update you with their findings on this thread. To other community users, please feel free to comment your suggestions if you've…

Hi Asher, You may do any of the following set of steps in order to pull the transaction records with backordered items: Back Ordered items on Criteria 1. Navigate to Lists > Search > Saved Searches > New 2. Click Transaction 3. Saved Transaction Search ○ Search Title: Enter Back Order ○ Public: Mark check box 4. Click…

Hi @User_J7C36, I was able to change Posting Period to current period using the formula below: {postingperiod.id}-CEIL(MONTHS_BETWEEN({trandate}, {today})) Here's how the Set Field Value workflow action is set on my end: Hope this helps ? If you find this reply to your question as helpful, others with the same question…

Hi Alex, Upon testing this on my end, I was only able to list all the entity records' addresses and can't filter it to Customer record addresses only (Type: List/Record, List/Record: Address Book). I found that this is still a limitation on the system (Enhancement 173351: Setup > Customization > Custom fields > There…

Thank you for posting a thread and welcome to the Support Community, @User_J7C36! ? May I know on what transaction record you've deployed your workflow so I could also test the same record on my end?

Apologies for the late response, Farouk. Upon further investigation, this is possible through scripting. You may check Answer Id: 41269 - Create Custom Print Packing Slip Buttons on an Item Fulfillment using nlapiPrintRecord and use it as reference in implementing this on your end. Let us know if you need further…

Thanks, Cali ? -- Hi Uriel, Here are the step you may follow in adding a subtab on Customer record: 1. Navigate to Customization > Forms > Subtabs 2. Click Entity tab ○ Title: Enter custom subtab name ○ Click Add 3. Click Save The custom subtab should automatically be added on the customer form. If not visible yet, you may…

Thank you for creating another thread on the Support Community, Angel! ? The expense sublist is not yet accessible accessible via workflow. We can use script instead to set the Class field value depending on the value entered on Bill Item custom transaction line field. Let me tag our scripting gurus, @Mikko De La…

Thanks for the update, Asher! ? I reviewed the steps and forgot to add that Store Value check box must not be checked. I also edited the steps above. You may also check Answer Id: 31727 - Creating Custom Fields with Values Derived from Summary Search Results for more details on summary search custom fields.

Hi Asher, You can add a summary search custom field that will display the sum of quantity on the record. Here are the steps you may use as guide: Create a Transaction Saved Search 1. Navigate to Lists > Search > Saved Searches > New 2. Click Transaction 3. Saved Transaction Search ○ Search Title: Enter PO Quantity ○…

Thanks for the update, Adrian. Let me test this on my end and will update you on my findings.

Thank you for creating a thread on the Support Community, Adrian! ? Can you confirm on what record does the Quick Add not showing on the affected user's end? Is the role used a custom role?

Thank you for posting another thread on the community, Asher! ? Let me test if this is possible and will update you on my findings.

Hi @timblun, On Application & Sourcing tab > Transaction Columns subtab, Source List must be set to Item (Item) to make the automatic sourcing to work. On the screenshot below, I setup the value of Segment on a Service for Sale Item to Value A. With the Custom Segment setup on the short clip and Item record setup image…

Apologies for the late response, @Mark_BRIT. The Units standard transaction column is pulling the Base Unit value from the Item record so I used units transaction column field ID on the template source code. Here's the item table on my end: <#if record.item?has_content> <table class="itemtable" style="width: 100%;…

Marking the Sales check box on Applies To tab is the standard behavior in making a custom transaction body field available on Estimate/Quote records. You may do the following steps: 1. Navigate to Transaction > Sales > Prepare Estimates 2. Hover your mouse on Customize link and click on New Body Field option You'll see…

Checking the Sale check box on Applies To tab also makes the custom transaction body field available on Estimate/Quote records ?

Yes, if you wish to test the suggested solution on other transaction records you may mark the check box of these transaction records on Applies To tab of the custom field setup. Also, removing the Store Value check box mark will delete the custom field values on all existing transaction records the custom field is applied…

I suggest you create a new custom transaction body field to test the suggested solution and don't remove the mark on Store Value check box of the existing one as this will delete all the saved value for the field on all existing Sales Order records. Once you've tested the solution you may choose which field to retain on…

Sorry for the confusion. Unchecking the Store Value check box will only delete the selected value on the custom field and not the custom field setup itself. For instance, we have the custom field setup below and transaction records: Customer Class Custom Transaction Body Field: Store Value checked, Sourcing and Defaulting…

Thank you for creating a new thread on the Support Community, George! ? One of my colleagues who has the expertise on SCA will further check this and update you on this thread. -- We need your expertise here, @Jeff Pineda-Oracle. Any ideas? ?

That is a warning message for removing the Store Value check box mark. The values saved on the custom transaction body field will be deleted once you save the changes. If this custom transaction body field was not yet used by other users to save the Customer Class value on Sales Order records yesterday and is only used for…

Thank you, Liz for the screenshots ? Please unmark the Store Value check box as we're using sourcing to get the Customer Class value from Customer record. You may check Answer Id: 93026 - Automatic Sourcing of Custom Field Not Working for the behavior explanation. Let us know if this works on your end.

Thanks for the update, Liz. Can you share a screenshot of the custom transaction body field setup on your end? Kindly remove any confidential information before attaching it to the comment.

Hi Liz, I suggest creating a custom transaction body field applied to Sales Order (Applies To tab > mark Sale check box) with the same List/Record used on Customer Class custom entity field instead of using the standard Class field. Here's what is set on my Customer Class custom entity field on Customer record: Below is…