Hello @User_B1J9S, To add your custom segment (Business Unit) to Bills and Journal Entries, follow these steps: Verify Custom Segment Configuration Go to Customization > Lists, Records, & Fields > Custom Segments and check your segment’s settings. Ensure the Applies To tab includes Transaction types. Enable Accounts…

Hello @Donald F, You can automate the tracking and reporting of Change Management in NetSuite using these two approaches: 1. Utilize System Notes and Audit Trail Saved Searches Create a Saved Search on System Notes to track changes to workflows, scripts, and configurations. Filter by record type (e.g., Script Deployment,…

Hello @Siva Padidam, Just touching base on this. Have you checked comments from above? Let me know if you require further support! 🙏

Hello @Aslam ALINCO & @Nickey, Any chance that the fields that you are populating can be manually updated?

Hello @Elina Kourouzidou, Just touching base on this. Let me know if you require further support! 🙏

Hello @Elina Kourouzidou, In basic printing it's options are quite limited. Now In Advanced PDF/HTML Template, you can add an image dynamically by linking the stamp image from the File Cabinet. Follow these steps: Using Advanced PDF/HTML Template (Recommended) Upload Image to File Cabinet Navigate to Documents > Files >…

Hello @Kedalene, Just touching base on this. Let me know if you require further support! 🙏

Hello @Ken Corley, Just touching base on this. Let me know if you require further support! 🙏

Hello @Nickey, Thanks for clarifying that. Again would you mind setting the Record ID Project to empty. Then please uncheck the OPEN IN EDIT MODE. Then test again and see what happens.

Hello @Kedalene, Good day to you. Have you checked if the following: If there are any scripts related to this employee list/menu that might have something to do of it not being visible? Have you tried resetting your cache and trying logging out and logging back in again to see it's just a cache issue? Is this a Custom…

Hello @Ken Corley, Good day to you For that, since we are not allowed to assist customers on creating scripts and workflows from scratch you may need to directly contact your In House Developer or Account Administrator so they can refer you to Professional Services. But to you give you a heads start here are references you…

Hello @Nickey, Would you mind taking a screenshot of the Set Field Value action?

Hello @Nickey, I see, going back to your Workflow. Under you Go To Record action, would you mind checking under Record Type if there is a "Job" under the selection. If yes select that instead then leave Record ID > Fields empty. Also would you mind taking a screenshot of your System information > Workflow Logs and see if…

Hello @Nickey, Thanks for the clarification! Since you're triggering the Go to Record action from a custom record to navigate to a Project, but only the Project Status field isn’t updating, try to Use a Separate Workflow on Project Record: Create another workflow that updates the Project Status when the project record is…

Greetings @ErinMurphy, Thank you for bringing up such an interesting topic! 🌟 This is what the NetSuite Community is all about—supporting each other. Let's hear your thoughts, everyone!

Greetings @User_4XHXA, Thank you for bringing up such an interesting topic! 🌟 This is what the NetSuite Community is all about—supporting each other. Let's hear your thoughts, everyone!

Hello @Nickey, Good day to you! I would like to ask for a few clarifications: Would you mind indicating which record are you trying to update field from? Kindly share screenshots of your workflow setup, don't forget to include the set field value action and conditional statements if there are any. Though while trying to…

Hello @User_WNU8M, Apparently it's still appears to be a known limitation with how custom records are displayed in the Customer Center/Portal with enhancement #730177. When a custom record is linked to the Customer table, it is automatically filtered to show only the relevant records when accessed within the Customer…

Hello and Good day @User_Q1DPO, Where you able to look into my response? Let me know if you still need further assistance, thanks!

Hello @Mark Vargas-Oracle , We’re thrilled to see your active engagement in the NetSuite Support Community and truly appreciate your valuable contributions! Each meaningful interaction brings you closer to earning badges that showcase your expertise and dedication to the community. We can’t wait to see what you’ll share…

Hello @Valerie Paz-Oracle We’re thrilled to see your active engagement in the NetSuite Support Community and truly appreciate your valuable contributions! Each meaningful interaction brings you closer to earning badges that showcase your expertise and dedication to the community. We can’t wait to see what you’ll share…

Hello @User_ZCWF3, Greetings, thanks for raising your question. Let’s wait for the community o chime in with their ideas.

Good day @User_Q1DPO, Based on your issue, it sounds like you created a Custom Tab in NetSuite, and after entering and deleting a record, you're seeing an error—even though you're using the Administrator role. Since the Administrator role has full permissions, the error is likely caused by one of the following: Script or…

@Makiko さん、こんにちは SuiteAnalyticsピボット・テーブルのカスタム・フィールドは、子会社やクラスなどの標準フィールドの階層表示を本質的にサポートしておりません。ただし、次の方法を使用して、同様の階層ビューを実現できます。 1. 階層構造での保存検索の使用 カスタム・レコードの保存検索を作成するときは、必ず親子関係を表すフィールドを含めてください。 式(テキスト)フィールドを使用して階層レベルを連結します(例: 「親レコード」→「子レコード」)。 この構造化データをSuiteAnalyticsにエクスポートして、可視性を高めます。 2. カスタム結合フィールドの利用…

Hi @User_KAGURA, I wanted to follow up on your concern. Please feel free to let me know if further help is needed! 👍

Hello @User_1ITGB, It sounds like you're trying to create a workflow in NetSuite that automatically fills in prep items with predefined hours when the "Add Prep Work" checkbox is checked. Here’s how you can achieve this using a Workflow Action Script or a SuiteFlow (Workflow) with field updates. Create/Edit the Workflow…

Hello @User_DURVQ, Circling back to check if this concern is resolved. Let me know if I can help further! 👋

Hello @HX_SUBHANKAR, Circling back to check if this concern is resolved. Let me know if I can help further! 👋

Hi @User_KAGURA, Yes, the Make Copy action cannot be used on a locked transaction record in NetSuite. Since your workflow locks the Sales Order when it is fully billed and the user role is neither Administrator nor a specific custom role, this prevents users from making changes—including using the Make Copy function.…

Hello @User_DURVQ, It sounds like the payroll data from QuickBooks (QB) was manually entered into NetSuite, which caused duplication in your W-2 reporting. Unfortunately, NetSuite Payroll does not allow direct edits to issued W-2 forms once they are generated. However, here are a few steps you can take to correct this:…