That worked! Thank you!

Maybe it's that I'm trying to set the value of 'Use Case Current Record' through the workflow action 'Set Field Value'? instead of a script?

How's the rest of your workflow set-up? I'm getting a script error now. 😓

Workflow Field: On Entry:

It is not. The other examples provided in answers are going to another transaction type — And I'm not having an issue opening a transaction. I'm having an issue re-opening the one that was just saved.

I would think so too - but that's not an option

Hello! I am actually trying to do this and I'm still getting stuck. It looks like the previous person got it to work for them, but didn't exactly provide how. My workflow has a set field value for Workflow Field to Current Record the {tranid} It records the correct {tranid} but opens a new record instead of reopening the…

Found a custom field that already existed for tracking so used that to create the workflow.

I figured out why it wasn't getting out of Sandbox (or at least changed the approach and actually received the email.) I was testing Item Fulfillment marking it directly as Shipped. The email went through when I went through Picked/Packed/Shipped.

Hi Angelica! Thank you for the information 1. Paranoidly checked correct email several times (it is my own work email) 2. I am using the 'Custom' email form, I am not sure what would be required/missing from that? As far as I can tell, it is set-up no differently than others I have set-up (but for the fact it's coming from…

I have run into this too, I believe.

Hi Niks, I do - here it is Criteria Results

Thank you, I'm good.

Perfect, thank you!

Solved this after playing around for a while, one location is receiving transfer orders and the other is receiving purchase orders. I was able to split them out with the below: CASE WHEN {location} = 'Location A' THEN {item.locationquantityintransit} ELSE 0 END CASE WHEN {location} = 'Location B' THEN…

Thanks Niks, But it still is keeping the On Order amount totaled for both locations

Thank you Jon, I tried those and none of the number match. I'm not having an issue with {onhand} or {available} only {item.quantityonorder} - which is showing all items on order for both locations, when I only want one.

I am also curious about this. We seem to be using the same map to email address and if a customer uses a different email address, a new customer is created. Is there a way to review name and address (and a way to unify how an address is translated - so if the customer puts in Dr or Drive it can be brought in as only one…

There didn't seem to be anything that related to what I am asking, the closet might be WMS System Rules to stage receiving before putting something away, but there's no information on how that works… is that based on tracking status provided by a carrier or scanning once an item has arrived? I fear I am not being clear on…

I know my company uses WMS - How does this pertain to tracking on Authorized Returns? Is there documentation somewhere that shows how WMS can be used to automate checking the status of tracking on UPS/FedEx sites and updating fields within NetSuite on Authorized Returns?

For the purposes of the company I work for, we were looking for a way to automate checking tracking on authorized returns and updating a custom field on the return so that our Warehouse knows when something /should/ be there to be received. Currently, checking tracking progress and updating the field to show delivered is…

Any success on this?

I was able to make a report work by using Invoices instead. Below is how I resolved this: Criteria: Type is Invoice Main Line is True Name = Customer System Notes: New Value = Paid In Full Amount is not 0.00 System Notes: Date is within this year Results

Hi Jeremy, Before I create a case, let me try to provide better detail (I will also likely need help opening a case) This is the result I am aiming for (the below amounts would be correct): Maybe going by Invoice instead of credits & payments? I am attaching the Invoice information to see if that provides better…

Hi Jeremy, Apologies on the delay - I am only able to refer to this while I am at work and I was off on Friday. It appears to provide the correct totals when it is just these two summed columns, however - for the information I am trying to provide I need the following columns: Payment Date Applied to Invoices Amount that…

Criteria: Name = Particular Customer Main Line is False Formula (Date) is within this year : CASE WHEN {systemnotes.field} = 'Document Status' THEN {systemnotes.date} ELSE NULL END Type = Payment, Credit Memo Amount is not 0.00 Formula (Numeric) is 1 : CASE WHEN {systemnotes.newvalue} = 'Deposited' THEN 1 WHEN…

Hi Jeremy, To answer the first part, yes - that is all the lines for that date that show up under the drill down. I scrapped that report, so I do not have the details for the screen shots available. As far as I can tell, because I am asking for it to show me the Applied to Transaction: Amount (Shipping), on the summary it…

I was able to resolve this. Under Criteria I created a Numeric Formula: CASE WHEN {fulfillingtransaction.cogsamount} > 0 THEN 1 ELSE 0 END And is 1

Hi Angela, That is what is happening. Our customer service team is not always clicking it for RMAs and RMA related sales orders. The tax that was on the original order remains the same on the RMA or new SO even if the taxable amount has changed. The button appears to be a script? I did not implement it, but I want to make…

@MTL_MIA The payments are posting directly into a checking account. Going forward we will make use of the Undeposited account so that we can have that distinction. Thank you!