That looks like the User Preferences. May need your NetSuite Administer to check...but I have no idea, honestly. Just what came to mind when I saw your post.

Setup --> Company --> General Preferences

Maybe it's setup that way in the General or User Preferences?

We use two custom fields: One for label: field type is Inline HTML. Validation & Default tab Default value contains the html for how we want into to look. EX: CASE WHEN {custitem_item_notice} is not null THEN '<div style="; background-color:#FFFFCC; color:black;font-weight:bold; text-align:center">' || '* Item Notice Below…

My understanding is if the Supply Required by Date is equal to or later than the Expected Receipt Date, the Expected Ship Date will = Supply Required by Date. If the Expected Receipt Date is later than the Supply Required by Date, the Expected Ship Date will = Expected Receipt Date.

I have a bill of materials revision search that might be helpful. It's set up like below:

this works for me: case when {systemnotes.field}='something' then {systemnotes.date} else null end

I would remove your status criteria. This means that you're only going to return quotes that have the status as Processed. For the results, I have ours setup similar to yours, but I have the summary type as minimum not sum

Maybe instead of curr.getCurrentSublistField you need curr.getCurrentSublistValue

This is how we are set up based on our understanding: Work orders have the following dates: Supply Required by Date Production Start Date Production End Date Depending on whether you are using forward or backward scheduling, you set either the Production Start Date or the Production End Date. The one that we don't update…

What does the sales order Expected Ship Date field say?

I believe it's {closedate}

I believe if you were to use formulas, it could work. For me - the main item being built is line sequence 0 & 1. Line sequence 0 will give you the overall build quantity for the item being built.

Hi @Brian Stisser , Yes - we have the bill to address on the estimate set so that it's directed to the individual that requested the estimate. When we get the order, we want the billing address to be the default bill to address from the customer record.

Is {projectedamount} a custom field? Is it a currency field? Maybe try switching the formula from numeric to currency? Can't say I've run into your situation where the formula field changes to text.

I use Applied To Transaction: Expected Receipt Date.

Maybe this will work: Case when {custbodycustomfield_business_type} = 'New Business' then ({projectedamount}*.10) when {custbodycustomfield_business_type} = 'Existing Business' then ({projectedamount}*.06) else 0 end

I'm not able to duplicate the results that the original poster is seeing. I do have a sales order with multiple lines for the same product. The sales order also has multiple messages on the communication tab with and w/out attachments. I have a saved search setup as follows and I'm getting 1 result that is correct:

Can you post screenshots of your criteria and results? I have a search on sales orders that I sounds similar to what you’re looking for.

Hi @Joahnna Given Uy-Oracle Do you know if there is a way to transform the estimate to a sales order, keep the sales order in edit mode, and add an workflow action script that just updates the line items?

@Joahnna Given Uy-Oracle , yes - I chose Sales Order. appreciate your help!

Hi @Joahnna Given Uy-Oracle , That looks like what I want to do, however, I don't have the "item" field when in my list to select from

Maybe if your formula were like this: CASE WHEN {location}='Location A' and ({account} = '5121 Freight Costs : Freight Out GA' or {account} ='5529 Freight Costs : Freight Out FL') THEN {amount} ELSE 0 END

I'm pretty sure you just need to uncheck SEND ON UPDATE for each recipient.

Hi @Ivy Lopez-Oracle , any update? thanks!

For the KPI scorecards that I've setup for counting qty of orders entered, I have the summary type for Document Number set to Count. Not sure if changing that would help.

Documents > Files > File Cabinet and there you will find script solutions under SuiteScript Course Solutions > Exercise Solution Codes as an FYI - some of their answers are outdated, so you may get errors even when using the exact script. You can always Ask the Instructor too. They've always been pretty prompt in my…

Hi @Joy Noreen Magoling-Oracle , sorry for the delayed response. we were able to solve the issue. thank you for taking a look!

Hi @Tlarkin , Our work around was to create a different search than Saved Message. For instance, we wanted to see how many messages were getting sent out by our sales team to customers. For this we created a Customer Saved Search with the Criteria filtered to Messages : Author is (Sales Rep)

Hi @Shaik Nayeem Rahman - in my experience, there were issues with giving our managers saved searches for KPI purposes off of notes (system notes, user notes, etc). They could only see their own messages. When going to transactions specifically, they could navigate to the messages tab and see all communication just fine.…