To copy contents of Rich Text field into Text Area field, workflow shall be created. Text Area fields have a limitation of around 4 000 characters while Rich Text fields can hold up to 100 000 characters. Therefore, once the solution is applied, a very long text in Rich Text field can meet the limitation of… Continue reading Copy Content of Text Area Field from Rich Text Type Field Using Workflow
Author: Rose Wadakken
Send a Copy of the Packing Slip to the Customers Using Workflow
This article shows how to create a Workflow that sends a copy of the Packing Slip to the Customers. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter WF Set Default Lead Type Record Type: Select Transaction Sub Types: Select Item Fulfillment Execute as Admin: Enter Checkmark Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On View or Update: Enter Checkmark Trigger… Continue reading Send a Copy of the Packing Slip to the Customers Using Workflow
Update Department Body and Line Fields for Item Fulfillment Transactions Using Scheduled Workflow
There are cases when users would like to automatically update the value for the Department body field and line field in Item Fulfillment Transactions. Solution Create a Saved Search to filter which transactions must be updated Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter Saved Search 1 Click Criteria Click Standard Filter: Select Type Description: Select Any of Select Item Fulfillment Click Set Click Save Create a Scheduled… Continue reading Update Department Body and Line Fields for Item Fulfillment Transactions Using Scheduled Workflow
Credit Hold Condition Not Working in Workflow
When creating a condition using an Entity’s Credit Hold value, a Custom Formula is preferred instead of using the Visual Builder. Using the Visual Builder, the action will not trigger. Solution Navigate to Customization > Workflow > Workflows Click Edit on the custom workflow Click Edit on the action using Credit Hold as condition On the Condition Builder > click Formula Change Formula to {entity.credithold.id} = ‘ON’ or {entity.credithold} = ‘On’… Continue reading Credit Hold Condition Not Working in Workflow
Add the Email Addresses of Contacts from Customer Sublist as Recipient in Workflow
User wants to send an email to the Customer’s multiple Contacts listed in their Customer record sublist after creating a record. Solution Create a Custom Record which will Hold the Email Template Navigate to Customization > List, Records & Fields > Record Types > New Name: Enter Name Example: Email Template Record Click Save & Edit Click Fields Click New Field Label: Enter Label Example: Email Template Store Value: Enter Checkmark Type: Select Long Text Click Save… Continue reading Add the Email Addresses of Contacts from Customer Sublist as Recipient in Workflow
Send Email Action in Workflow Returns Invalid Values for the CC Field Error
Cc field of the Send Email action that has white spaces between the values or has semicolons instead of colons as separators returns a SuiteScript Notice: Notice (SuiteScript) One or more cc emails are not valid. Solution 1. Navigate to Customization > Workflow > Workflows 2. Click Edit on the Workflow with the Send Email action 3. On the Cc field under the Recipient section of the Send Email action, remove the white spaces and… Continue reading Send Email Action in Workflow Returns Invalid Values for the CC Field Error
Resolve Error: “Please enter value(s) for: Location” when Adding Charge on Match Bank Data
When the User selects the bank transaction and adds a charge, user gets an “Please enter value(s) for: Location” notice message. Solution 1.Navigate to Transactions > Bank > Write Check > Customize > Customize Form 2.Go to Screen Fields Tab > Main subtab > Look for Location field > Uncheck Show checkbox 3.Click Save After doing that, you can now proceed utilizing the Add New Charge function under… Continue reading Resolve Error: “Please enter value(s) for: Location” when Adding Charge on Match Bank Data
Match Bank Data > Add Charge > Resolve Error: ReferenceError: “value” is not defined. (INVOCATION_WRAPPER#3)
User enters Charge by following this path: Transactions > Bank > Match Bank Data > Select Account > Click Add Charge > Enters values to the necessary fields > Click Add Receives Error: ReferenceError: “value” is not defind. (INVOCATION_WRAPPER#3) Solution If this error is being received when adding charge for Parent Subsidiary, it is handled by an issue filed as Enhancement 515195. As an… Continue reading Match Bank Data > Add Charge > Resolve Error: ReferenceError: “value” is not defined. (INVOCATION_WRAPPER#3)
Create AR Aging Report and A/R Aging using Saved Search
Users want to expose the Internal ID of the transactions on certain reports, such as A/R Aging Report and A/R Aging Detail report. Solution This is not yet supported in NetSuite’s current version. This concern is being addressed in Enhancement #89790. As a workaround, users may create a transaction saved search. User may follow these… Continue reading Create AR Aging Report and A/R Aging using Saved Search
Check and Deposit automatically posting transactions with Context: “Bulk Processing”
Scenario User notices transactions (Check and Deposit) being automatically posted on their NetSuite Account and the System Information context shows: “Bulk Processing”. User wants the transactions causing the duplicates to be removed. Solution Navigate to Transactions > Bank > Match Bank Data Page > Reconciliation Rules Check your Reconciliation Rules and check if there are ‘Auto-Create’ rules that… Continue reading Check and Deposit automatically posting transactions with Context: “Bulk Processing”