Each individual user should be able to customize their new bar to add record types and/or transaction types they have access to. I don't believe inventory transfer is available to add, though. If you have a published dashboard for the role your inventory people use, you could add a shortcut in the shortcuts portlet to…

What you are describing sounds a lot like CPQ. If the goal is to select a set of item options for a configurable item and output a price, it can actually get pretty complex to do with a custom solution. If that is your goal, you may want to evaluate NetSuite CPQ.

You may need to do a summary search, grouped on either name or internal ID, and use a summary highlighting condition of Count of Email: Internal ID is greater than 0

Doing this automatically would most likely require a custom GL plugin script.

What is the end goal here? By the definition of residual value, the non-depreciable value of the asset left over after it's planned useful life, there shouldn't be any depreciation of residual value and FAM isn't designed to depreciate residual value. Is a manual journal entry to achieve the required impact an option?

There isn't a native feature to do this, but it can be done in 2 different ways: You could build a saved search for invoices (and possibly credit memos) and use that to do a manual journal entry for the accruals on a monthly basis. If you want to have transaction-level detail on the accruals, you could use a custom GL…

As @Nicole Mendoza-Oracle mentioned, this is a Google account question. You should be able to access the Google apps menu on any page where you have your Google account open, be it Google Calendar, Google Drive, or a blank tab in Chrome if signed into Google. Do you use Chrome as your browser? If so, try opening up a blank…

On your SO's, do you set the quantity of items based on the number of years (e.g. a 5 year contract has a line-item quantity of 5)? If not, how do you track the contract duration? What other data do you include/want to include in this report? It may be easiest to do as a saved search instead of a report.

If you are going to route the bills differently based on whether they are legal or non-legal, you will need some way to identify legal invoices in NetSuite, most likely a custom field. Even if you are only planning to differentiate on legal/non-legal right now, it may be worth making it a list/record field for something…

Are all contracts even amounts by year, and are they all the same number of years?

One way to handle this is to create a location for the consignee, similar to if you were using a 3PL. Instead of having an item fulfillment to send items to the consignee, you use a transfer order and then fulfill items from the consignment location.

The bank account is most likely being sourced client-side when you create the refund in the UI, so it's never being sourced when the transaction is created via scheduled workflow. Is it an option to default or source the bank account to be used?

Agreed with @Elychelle Gulen-Oracle - this is a good use case for a custom record and custom fields. You could create a custom record that is a child of the vendor (the custom record has a list/record field for vendor with "Record is Parent" checked). You could also add custom fields for key information on the COI on the…

Depending on how you use projects, and particularly how/if you use some of the more advanced functionality like advanced project budgeting, there can be dependencies for the resource allocation on the project. If you are using the estimate at completion functionality, the allocation drives the planned time entries which…

Is the script in question part of a shared (non-public) bundle?

That would depend a bit on the rest of your workflow. If this workflow is only updating the stage, the best bet may be to do a scheduled workflow. Since one opportunity could have multiple estimates, you would need to only look at the most current one.

Are you using names for items or subsidiaries in the CSV? If so, try changing both to either internal ID or external ID and see if that fixes the error. Whenever feasible, it is better to use internal ID or external ID in a CSV import since they are unique values.

You should be able to do this using a Subscribe to Record workflow action: https://suiteanswers.custhelp.com/app/answers/detail/a_id/11530

@Kedalene the numbering scheme isn't handled or managed inside of NetSuite; instead, it is a decision you make before you assign account numbers, to use a format which allows you to sort the accounts based on your business logic.

What type of saved search are you building? A transaction search?

@User_648ZQ custom integrations are generally not simple or easy. Being custom, different customers bring different data back and forth. Your best bet is to talk to your current services provider about whether they have done this type of project.

I'm assuming you are using the Expensify SuiteApp right now? The SuiteApp doesn't offer a lot of flexibility. Every company I know of with Expensify integrated to NetSuite, including those who previously used the SuiteApp, uses a custom integration for this reason.

@CRATIV_Jason do you have any open PO's or SO's using the items? If so, you may want to close those out and bill them before inactivating the items to avoid any issues on fulfilments/item receipts/invoices/vendor bills. Do you copy transactions? If so, you may get an error if someone copies an old transaction that uses one…

@Videcon Accounts try changing the trigger type (on the workflow) to all. I would also recommend changing the trigger type on the set field mandatory action to "Before User Edit". It looks like your current issue is that you have your workflow trigger type set to Before Record Load, so it only evaluates before the record…

@Videcon Accounts your screenshots show a condition for the opportunity status: Is your opportunity in In Negotiation, In Progress, or Qualified status?

There is no administrator view-only role. The two closest standard roles to what you are describing are going to be CEO(Hands Off) and Accountant (Reviewer); you could start with one of them, change it to a classic center (the layout an administrator sees), and review the permissions. There are some permissions that have a…

Is the workflow set to execute on creation or on view or update? Do you have any conditions on the workflow?

Depending on how your account numbers are set up, you could potentially filter on account number with "Starts With" or "Between" selected for filter type:

Do you have a sandbox account? If so, one option is to give an admin role in sandbox to allow full exploration and testing in a lower-risk environment, and then give a role which only includes permissions required for normal day-to-day job functions in production. You could also grant Core Administration Permissions in a…

What about using "label.record" instead of just "record"?