Testing complete, thank you for your help. There was something wrong with using the "=90". No matter what I tried, my test employee would not appear. I went back to your original solution and made one small change case when (to_char({birthday},'yyyy')-to_char({birthdate},'yyyy') = 65 and ({birthday}-{today} >= 89 and…

Day 2 testing did not go so well. But it is my fault... In my original request, I used the words "... when an employee is within 90 days of turning 65..." Therefore, the formula you created checks if for 90 days or less. Therefore, I get an email every day until the person turns 65. What I should have said was more like…

I plan to give you a full answer tomorrow. Our Day1 testing went well. Once our Day2 testing completes on Friday, I will reply again. Thank you.

That is what I thought. Thanks again.

Thank you VERY much for that thorough answer. Now I understand. One more question... are you able to modify the CLOSED date?

We have a similar situation in Florida. On a Sales Order, when we change the FULFILMENT LOCATION to "In Store Pickup", we would expect the TAX CODE to change to that LOCATION's tax code. Instead the TAX CODE remains the one for that Customer's Shipping Address. Or if you clear the SHIPPING ADDRESS field, you get the…

Thank you for the example and thorough reply. Yes, I realize that Project Tasks are more designed for Service Items. Our reasoning for adding Material & Expenses to Project Tasks is for our customers who like to issue us many small Purchase Orders for Goods & Services. Some of the PO's are as small as a few hundred…

Thank you. This was a useful work around and I was able to customize my Preferred Customer Search Results to display the Subsidiary. But now how to I give those Preferred Customer Search Results to all the other users who need that view? Do I have to go around to everyone's UserID and make the change for each of them?…

Thanks but we do not have a support contract anymore. Too expensive.

I've got this same error message and no information to go on other than the Revenue Arrangement number. Come on NetSuite, if you are going to create an error message, please post a SuiteAnswer on how to fix it.