Pratik, Your instructions were straightforward, thank you. Now… I'm sorry, but what do I do with the resulting Email Template? How do I use it in the Email>Customize Message section of the Item Receipt Saved Search? According to this SuiteAnswer, you cannot assign a customized Email Template to an Item Receipt.…

I was able to get Chelsea's Email to generate, but the "View Record" link still shows the Item Receipt instead of the Purchase Order. So that does not help our Employee Center users. Therefore, using the Applying Transaction Fields solution just doesn't seem like a good way to proceed for this particular situation.…

Thanks for the reply. I'll do more testing and get back to you on Wednesday.

I apologize for the slow response. As you are both providing good suggestions, please allow me to respond to both of you simultaneously. I tried Chelsea's suggestion first. Her saved search provided similar results as my original saved search, but more so from a PO perspective. That is good. However, it is not generating…

Pratik, Thanks for the 3 suggestions. You saw my basic level skillset with the Item Receipt Saved Search that I built. Therefore, sadly, Suggestion 1 is over my head. Workflows are not easy Suggestion 2 is WAY over my head. I have no idea how to do Scheduled Scripts and don't even know what a User Event is. Suggestion 3 is…

Chelsea, This is a really good idea. Unfortunately, it will not work for us. I'm really trying to limit the emails to only when an item is received and not when a PO is created or a bill is entered. Many of our purchases are online, paid with a credit card, in advance. That cc pmt is then entered and the PO status stays at…

That is not a bad idea. The only downside that I can think of is that now, 3 items would appear during a Global Search. Making it possibly more confusing for a user. I think think you original concept of marking one item as "DO NOT USE ANYMORE" or something along those lines, is probably still the best solution until…

Thanks for the writeup. It sounds very similar to what we already do. Back on October 2, 2024 when you wrote "…there are steps you can take to manually merge 2 items…" I was excited that there might be a solution to actually "merge" the items. The "Con" that you mentioned above "…Historical sales reports will need to…

I'm not the original requestor, but I sure would like to hear what those steps are because we deal with this on a regular basis to reach our goal of merging two items. Example: We create a Non-Inventory item in March 2020. It is a long part# like 4568279P86MG2059. Many Purchase Orders, Item Receipts and Bills are attached…

This was resolved with a NetSuite Support Case #6464484 Basically, we had to go to SETUP>ACCOUNTING>SHIPPING and clear the FIELD named DEFAULT SHIPPING METHOD. That allowed the MANAGE INTERCOMPANY SALES ORDERS function to work again.

Yes, thank you. I had meant to reply. It is disappointing that the WARNING message continues to appear. That is very un-nerving. And I did submit a trouble ticket to support. I am in the process of answering their first round of questions. Thank you very much

Thank you for the very thorough reply. It wasn't what I wanted to hear, but at least I now know that I'm not missing something in regards to changing the Standard form on the Post Time feature. As for the Approval Status and Posting Date, there are at least 3 Enhancement requests that appear to have been in SuiteIdeas for…

Thank you very much for the quick reply. SuiteFlow & SuiteScript are way over my head. As you suggest, I was looking for a configuration option, and thought maybe I was not looking in the right place. I was also hoping that maybe the field was exposed to CSV Import because we already have to do a CSV Import to change the…

Thank you for the thorough response. This is heartbreaking as I know cleaning up the mis-charges will involve many hours of manual cleanup every month, with errors along the way. As you suggested, I voted for the SuiteIdea and tried to leave a comment, but the Comments feature appears to be locked out for this Enhancement.…

Boy, that is going to be tough because I'll have to redact so much and there are a lot of really wide screenshots to make legible. I'll do my best. Attachment 1 is an employee's timesheet. Note the circled column. Every one of the Employee Class entries is the same, "Embedded", which is Employee E10105's default CLASS.…

Update: The NetSuite Support person wrote back: Fortunately, I was able to complete testing in our internal QA environment and was able to resolve the reported behavior. He went on to explain that we had a workflow that needed to have the Trigger Type changed to BEFORE RECORD SUBMIT. He gave us the steps to make the…

Case # 64we17238 I've already had a Zoom call. We were able to replicate the issue. The time does post. However, he says : Per checking, the cause of error is: “Time entries that have been already posted cannot be manipulated before unposting.” He thinks that it may be an old Workflow, which NetSuite gave me, that is…

Luis, I congratulate you for your ability to get this running. I, however, failed miserably. My Standard Criteria look exactly like yours My Summary Criteria look exactly like yours. My Results tab looks exactly like yours. But I still get the "Uexpected error" message. I've got many hours into this as do you and others.…

Thank you for the quick response. As I mentioned, during this testing, I am only posting one time entry record at a time so that I can verify that there are no mismatches. So I do not think it is a mismatch. I did not think that opening a support case would do any good because we do not have paid support. They usually blow…

Attached is a screenshot of the Criteria that I entered based on SuiteAnswer 88039 You asked for "… screen shots of the different criteria…" This is the only Criteria that I have

Thank you Chelsea, I'll wait a few more days and then do as you suggested. Thank you Luis, I carefully checked all 3 formulas and they all contain spaces after the "then 1" as you recommended. There must be another issue. Again, thank you both.

Thanks for the tips I did as you suggested on 5.1 & 5.2 For 6&7 I tried both SUM and MAXIMUM with no success. Still getting that error message. Just out of curiosity, it looks like you did some of the setup. Were you able to get the search to work? If not, don't waste any more of your time. There must be an issue with the…

Could NetSuite have made that any tougher? Whew. Thanks for the detailed explanation. You ought to suggest that NetSuite add a RIGHT function capability. Sure is a heck of a lot easier. Thank you again. I'll close this thread.

And I keep forgetting to add this to this thread. As I mentioned, I stink at NS formulas. So when I started this, I did the obvious…. Asked CoPilot. https://copilot.microsoft.com/chats/NzT1ASiTtSiX12z6jZxfy Unfortunately, it hallucinated badly telling me that NS did have a RIGHT function. CoPilot has a long way to go.…

I have to say, NEVER would I have figured out that formula, but it worked like a charm. And your 3 links improved my NS education, thank you. One question: When you used "Length({title})-8,9), why did you use "-8" instead of "-9"? It seems like you went back 9 characters from the end, and then chose those 9 characters.…

Have not had time to test. Hopefully tonight. Will get back to you ASAP. Thanks for the thorough response. One question. You wrote: I have linked the articles I wrote explaining each of these functions in detail, in case you want to further understand what each of these does. Unfortunately, I do not see those links. Am I…

Sorry for the delay in replying. To answer the 3 questions: In the title of this post I wrote "Saved Project Task Search". Is there another name that you need? I tested with {AltName} and {EstCost} but unfortunately, the result was the same error message. I have a Saved Project Task Search with multiple result columns.…

How frustrating that this apparently simple enhancement to make "Global Search" truly more "global"; That will impact so many users, has not been implemented for over 14 years. And yet, when one reviews the 2025.1 enhancements, you have to wonder who decides to implement the many complicated improvements that only impact a…

We setup NetSuite with what we thought was a common practice with ITEM records. The ITEM NAME/NUMBER is either an internal company SKU or a Manufacturer's Part Number. You can buy an item from multiple vendors, many of who have their own Vendor Part Numbers for that item. We typically leave the VENDOR NAME/CODE field blank…

That is disappointing. Thank you for the timely response.