Hi @esabis Have you considered modifying the saved search to Type: Purchase Order, like you suggested, but limit the criteria to when the Status is any of Partially Received, Pending Billing or Pending Billing/Partially Received? Then they'd only get an alert for those statuses (receiving took place), or you could even…

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If SuiteAnswers doesn't have an example, a developer should be able to write one quickly for you. If you don't have the option to hire a dev at this time, AI might be able to write one for you but you'll want to test extensively in this case given they're a LLM and are often incorrect in the info they provide. Good luck!

Although not in SuiteAnswers, I've read that this can happen when SOs are created in different ways, the system doesn't process the Joins in the same way/order and ends up reverting to the Internal ID rather than the field itself. You might try a simple workflow action script in place of the formula to set the field value…

Hi @User_S8PAJ Are you using the Formula field to set the Value of the Field in your Workflow to {createdfrom.otherrefnum} or are you using the From Field: Record (Join Field) and Field as the Value?

Hi @User_K51C7 If you're using the farapp, you can use SuiteAnswer 104932 Setting Up Customer Deposits which details how to modify the default account for Customer Deposits. If you want to have a Default Payment Method and have that Payment Method deposited to a Default Account use SuiteAnswer 33703 Set a Default Account…

Hi @User_1D0ZP Adding to @Pradeep Kumar.'s response, no user/role can modify the audit logs. See SuiteAnswer 79608 Permission to Delete or Modify Records From Audit Trail confirming this in case you need it for your auditors.

Hi @User_WA9MO Can you be more specific with what you're looking for? Was the employee a sales rep and you want to know what open Sales Orders, Opportunities, Estimates, etc. were assigned to them but you cannot because you've made the employee inactive? Or are you looking for a saved search that lists any open…

A.) The Procurement Dashboard is automatically available after reinstalling the SuiteApp.

That is my understanding. You could test this in Sandbox by shutting off the approval workflow temporarily and seeing if your current workflow now executes and updates the Invoice. If it does, then you'll know it's because you have an approval workflow already in NetSuite. If the WF still does not execute correctly then it…

Hi @Vyvyan The Workflow Log screenshot where you circled "Approved" is only labeled as such because that's what you titled your State in the workflow (second screenshot). Just wanted to clarify that it does not indicate the Invoice was marked as approved. I do see that the Workflow log indicates that Approval Status = 2…

C. Time of Day

Adding this link which further explains how to prevent negative inventory if using the Enhanced Validations and Defaulting SuiteApp: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_1521526008.html#To-set-the-Prevent-Negative-Inventory-preference%3A

Hi @Rhys Gottwald That plan goes against the native functionality of NetSuite. The Bin assignment happens at the Item Fulfillment stage unless it's a lot-numbered or serialized item whereas the bin number needs to be assigned in advance of the ITF. What you're asking for would be a customization. A Custom field/column on…

Hi @User_A It's by design that certain areas of NetSuite are either all or nothing, meaning they can either have the permission in FULL or not have the permission at all. Workflows are a great example of that use case. If you want to keep the user from accessing workflows, you should remove that permission under their…

Hi @Rhys Gottwald Have you already review and tried this solution from SuiteAnswer 72460: Add Bin Number from Item Fulfillment to Sales Order Items It provides instructions for adding a Custom Field and Client Script.

A. Rollback

Hi @Divya Unnikrishnan Here's a link to the explanation for each function. Age in Days calculates the days passed since a date. https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N649633.html

Hi @User_WA9MO For Accounts Payable have you already tried the "Open Bill" report? You can still customize it if you don't want to see Credit Memos. Reports > Vendors/Payables > Open Bills For Accounts Receivable, have you already tried the "Open Invoices" report? You can still customize this one as well to eliminate…

Hi , We had a similar issue. We plan to remove the bundle after extensive testing but in the interim we removed the notice via the following steps: Go to Customization > scripting > Script Deployments Set the Record Type to: Sales Order Look for Client Script: Script Deployment: customdeploy_fortis_notification_cs_so…

D. CRM Fields

Hi @Vernita Because an Inbound Shipment is not a Transaction, I don't believe you can tie them together in a Transaction Saved Search with a Purchase Order. You can however, create an Inbound Shipment Saved Search and pull Purchase Order Fields into the Criteria and Results.

d. Increases, Decreases

Hi User_Q1DPO Are you sure the Credit Memos were connected to your invoices correctly when they were created so that the transactions are linked? Screenshots would help (okay to block proprietary/sensitive info)

Hi User_Q1DPO You'd likely need to use the Maximum function here or if Last Action Date is available use that. Can you provide us with what you've built so far as a Saved Search so we can help tweak it for you?

Hi User_Q1DPO You'd need to create a Transaction Saved Search with the basic criteria and results below: Criteria Type: Invoice Mainline: Yes Date: (recommend an invoice date range to reduce the # of results) Results Document Number Applying Transaction Fields: Type Applying Transaction Fields: Document Number Available…

Hi @Vernita I believe you'd need to create a new Sales Channel in the Supply Allocation/Order Management setup. Order Reservations are meant to guard inventory for certain parts of your business. If you want inventory guarded for another part of the business, ex. another sales channel, I believe you'd need to create a…

Hi @Vernita We utilize Supply Allocation as well and I'm checking with ACS to see if they know what the symbol means as well.

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Apologies, I did not realize you were not in the US. I only have steps for US. I'd recommend adding what country you're trying to complete this in so someone else may be able to assist you further.