Author: Rose Wadakken

Matrix Item Creation

Using the Matrix Item Assistant    The Matrix Item Assistant provides a step-by-step process for creating matrix items without having to create item options beforehand.  Go to Lists > Accounting > Items > New.    Click the Matrix Item Assistant next to the type of matrix item you want to create.    The first time… Continue reading Matrix Item Creation

Create a Workflow to Capture the Date and Time When a Field Is Changed

There are cases when users want to set a date and time value to a custom field whenever the To Location field in Inventory Transfer transactions is changed.  Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Set Date & Time Value Record Type: Select Transaction Sub Types: Select Inventory Transfer Execute As Admin: Enter Checkmark Release Status: Select Released Initiation: Select Event Based Event Definition: On Create: Enter Checkmark On… Continue reading Create a Workflow to Capture the Date and Time When a Field Is Changed

Understand the Order of Precedence or Hierarchy of Preferred Lead Forms and Preferred Prospect Forms

The order of precedence or hierarchy of preferred Lead forms and preferred Prospect forms. Solution Under Setup > Sales > Sales Preference > General tab, the administrator can set the preferred Lead form and preferred Prospect form in the Preferred Lead Form and Preferred Prospect Form fields.  However, this is not only the place where… Continue reading Understand the Order of Precedence or Hierarchy of Preferred Lead Forms and Preferred Prospect Forms

Source Multi-Select Field Values to a Field in the Custom Record Using a Workflow

Create a Workflow that would set the field value of a Multi-Select field to another Multi-Select field. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Multi-Select Sourcing Record Type: Select preferred Record Execute As Admin: Enter Checkmark Release Status: Select Released Initiation: Select Event Based Event Definition: On Create: Enter Checkmark Trigger Type: Select -All- Click Save Click State 1 Bottom right corner: Click New Action Click Set Field Value Basic Information: Trigger On: Select After… Continue reading Source Multi-Select Field Values to a Field in the Custom Record Using a Workflow

Access Purchase Order Fields on Vendor Bills via SuiteFlow

Access Purchase Order Fields on Vendor Bills via SuiteFlow Solution Access Purchase Order Fields on Vendor Bills via SuiteFlow Connection between Vendor Bills to Purchase Order is an Enhancement for NetSuite. Sometimes users would like to use Purchase Order field values to set some conditions for their Vendor Bills.  Users can use a Custom Transaction… Continue reading Access Purchase Order Fields on Vendor Bills via SuiteFlow

Create a Saved Search That Shows Modified Transactions Where the GL Impact Has Changed

Create a saved search that shows modified transactions where the GL Impact has changed. Solution 1. Navigate to Lists > Search > Saved Searches > New 2. Click Transaction 3. Set the following on the Criteria tab:   — Filter: Posting | Description: is true   — Filter: System Notes Field… Field | Description: is Impact   — Filter: System Notes Field… New Value | Description: is not… Continue reading Create a Saved Search That Shows Modified Transactions Where the GL Impact Has Changed

Add Button to Load Record on Edit Mode via the Workflow Manager

A user requires a button to load a record in Edit mode via the SuiteFlow Manager.    Solution Navigate to Customization > Workflow > Workflows > New On the Workflow Creation Page, set up the following values: Name: Enter Name Record Type: Select Transaction Sub Types: Click Estimate  Execute As Admin: Enter Checkmark Release Status: Select Released Initiation: Click Event Based On View… Continue reading Add Button to Load Record on Edit Mode via the Workflow Manager

Employee Field in Purchase Order Forms Is Not Available

This article discusses on how to make the standard Employee field (field id: employee) appear on the Purchase Order record. Solution Enable the Purchase Request feature Navigate to Setup > Company > Enable Features > Employees Purchase Requests: Enter Checkmark Note: Under the Time & Expenses section, you can find the Purchase Requests checkbox. The purpose of this field is to allow employees to create purchase requests for the… Continue reading Employee Field in Purchase Order Forms Is Not Available