Scenario The Send Email Action fails when After Record Submit is set as the Trigger On value for a Scheduled Workflow. This article shows how to create a Scheduled Workflow that would run the Send Email Action. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Scheduled WF Send Email Record Type: Customer Sub… Continue reading Send Email Action Not Executed on Scheduled Workflow
Author: Amisha Ramesh
Create a Saved Search to Show Changes Made to a Role
Scenario A user wants to create a Saved Search to show the all the changes made to a role. Solution Navigate to Lists > Search > Saved Searches > New Search Type: Click Role Click Criteria Click Standard Filter: Select Custom Custom: Select Yes Click Set 5. Click Results 6.Click Columns Field: Select Name Select Permission Change Select Permission Change Level Select Permission Change Date 7.Click Available Filters Filter: Select Permission Change Date Show in Filter… Continue reading Create a Saved Search to Show Changes Made to a Role
Display Workflow Details in Saved Search Results
Scenario When a workflow is used on a record, various details, such as Workflow Name, Current State, Date Entered Workflow, Date Entered State etc., can be found under the Active Workflows subtab of the record. It is also possible to display these details in a Saved Search results using the Workflow fields… (e.g. Workflow :… Continue reading Display Workflow Details in Saved Search Results
End Date is not showing on the Map/Reduce Script Status page
Scenario User have created a Map/Reduce Script, however, the End Date is not populating even though the script execution has already completed on the Map/Reduce Script Status Solution In the events that the Map/Reduce script is not showing its End Date on the Map/Reduce Script Status, this is because there is no Summarize stage on the… Continue reading End Date is not showing on the Map/Reduce Script Status page
Creating an Employee Template
You can create a template for employee records to speed up the process of adding employees to NetSuite. On the template record, you can select default values for fields on the employee record. When creating an employee record, you can select your template, and the default values will automatically fill in the employee record. For… Continue reading Creating an Employee Template
System Behavior When Assigned Price Levels Only is Not Active
Scenario Users expect for all price levels to show for all his items when Assigned Price Levels = False. The price list shows a price, but only one price per item. Field Level Help says: Assigned Price Levels Only Check this box to show only the price levels set for the customer. Clear this box… Continue reading System Behavior When Assigned Price Levels Only is Not Active
Make Inactive Non-system-generated (not Base Price and Online Price) Price Levels
Scenario Navigate to Setup > Accounting > Accounting Lists > Type = Price Level Set Show Inactives = True These system-generated Price Levels have Inactive = No: Base Price (Internal ID#1) Online Price (Internal ID#5) User can also view non-system-generated Price Level(s) with Inactive = No User is unable to set that Price Level(s) to inactive when user tries to edit it. Findings: This non-system-generated Price Level(s)… Continue reading Make Inactive Non-system-generated (not Base Price and Online Price) Price Levels
Swapping Prices Between Price Levels
You can exchange the prices of two existing price levels, if needed. For example, you can have created these price level records: Level ONE – retail pricing Level TWO – retail less 5 percent You can swap the prices for both price levels for price Level ONE to reflect a 5% discount, and Level TWO… Continue reading Swapping Prices Between Price Levels
Saved search to show price list per unit price for items purchased by customer
Scenario To create a saved search that will generate a price list per unit price for all items purchased by a customer Solution 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Click Transaction 3. Rename the Search Title 4. Click Criteria tab 5. Click Standard 6. Filter: a. Type: Select Sales Order, Return Authorization b. Item Fields…Type: Select Service, Other Charge, Non-inventory Item, Kit/Package, Assembly/Bill of Materials, Inventory Item c. Account Type: Select Income… Continue reading Saved search to show price list per unit price for items purchased by customer
Saved Search for Customer ID to show only first word
Scenario Create a Saved Search and extract only the first word of the Customer ID found on the Customer Record. Solution Using the Administrator Role, navigate to Lists > Search > Saved Search > New Find and click on Type = Customer Under the Results Tab, add field: –Formula(Text) – CASE WHEN INSTR({entityid}, ‘ ‘) > 0 THEN SUBSTR( {entityid},0, INSTR({entityid}, ‘ ‘)-1 ) ELSE {entityid} END Click Save and Run Note: If the… Continue reading Saved Search for Customer ID to show only first word