Steps to Create a Dynamic Group in NetSuite Navigate to Group Creation Go to: Lists > Relationships > Groups > New Choose Group Type Select either Employee, Customer, Vendor, or Partner depending on who you want in the group. Since you want users of a certain role → choose Employee. Select Group Type = Dynamic… Continue reading Steps to Create a Dynamic Group in NetSuite
Category: NetSuite ERP
NetSuite ERP
Adding a Custom HTML Button Near a Body Field in NetSuite Using UserEvent Script
This article will guide you through the process of adding a custom HTML button near a body field in NetSuite using a UserEvent script. This technique is useful for adding custom functionality to NetSuite forms without modifying the core UI. Understanding the Use Case In NetSuite development, you may often need to add custom buttons… Continue reading Adding a Custom HTML Button Near a Body Field in NetSuite Using UserEvent Script
Exclude special or drop ship orders from the workflow
Purpose This article describes how to implement a Workflow Action Script in NetSuite to exclude special or drop ship orders from progressing through a workflow. The script checks if any item line in a transaction has the “Create PO” checkbox selected. If none are selected, the workflow bypasses the state meant for purchase order creation. Script Code /** * Workflow Action Script to check if any item line has “Create PO” checked.… Continue reading Exclude special or drop ship orders from the workflow
SuiteFlow Error: Failed to Create or Assign a Workflow Instance for Record
User created a Workflow containing a Transform Record action to transform a Customer record into a Vendor record. When the Customer record is saved the following error is received: Failed to create or assign a workflow instance for record. (Workflow type = 2, Record type = -3, Record key = 1234). Note: Workflow type and Record key are just sample numbers Solution A common cause for… Continue reading SuiteFlow Error: Failed to Create or Assign a Workflow Instance for Record
Prevent record deletion
You can use the methods below to prevent record deletion: Role Level – Removing the record’s FULL permission level in the role (Role record > Permissions). You can assign a lower permission (View, Create, or Edit). – Easiest method, but restrict all roles from deleting the record. No additional parameters for deletion can be set… Continue reading Prevent record deletion
Add filter to saved search using debug console
In certain scenarios, a large volume of data may need to be passed into search filters—for example, numerous internal IDs or a high number of items in a saved search. In such cases, filters can be added directly through the debug console. require([‘N/search’], function (search) { let filterArray = [];//Array containing filter values. var… Continue reading Add filter to saved search using debug console
Resolving the ?upper_case Issue in Advanced PDF Templates
Advanced PDF templates often rely on FreeMarker expressions to dynamically format and display data. One common challenge developers face is ensuring that address fields or other dynamic content are properly transformed to uppercase while preserving special characters and XML compatibility. This article explores the issue with the ?upper_case directive and presents a robust solution The… Continue reading Resolving the ?upper_case Issue in Advanced PDF Templates
Refactoring SuiteScript Customizations After Removal of Ext JS Library in NetSuite 2025.1
The NetSuite 2025.1 release introduced a significant platform update: the removal of the Ext JS library, which had remained in use—even though unsupported—in many legacy customizations.ERP Peers NetSuite While removing older dependencies is generally positive, this change presented a major challenge for organizations with embedded SuiteScript-based customizations that relied on Ext JS for UI components,… Continue reading Refactoring SuiteScript Customizations After Removal of Ext JS Library in NetSuite 2025.1
Supply Planning Parameters for MRP
Work Order Fixed Lead Time – Fixed period for calculating work order lead-time. Work Order Variable lead Time – Variable period by unit for calculating work order lead-time. Work Order Lead Time Lot Size – Lot size for calculating work order lead-time. Late Period Days – Number of past days the system can search for past due orders. Reschedule… Continue reading Supply Planning Parameters for MRP
Options for Business Intelligence for CFO
There are primarily two effective methods to establish this connection: 1. Using SuiteAnalytics Connect (ODBC Method) The SuiteAnalytics Connect Service enables you to archive, analyze, and report on NetSuite data using external tools like Power BI. It supports ODBC, JDBC, and drivers, compatible with Windows, Linux, or macOS environments. Important: This service is read-only—you cannot… Continue reading Options for Business Intelligence for CFO