To prevent the creation of a journal entry in NetSuite if a specific account is present in the lines using the “Return User Error” action in a workflow, follow these steps:
- Create or Edit a Workflow:Navigate to Customization > Workflow > Workflows.
- Either create a new workflow for Journal Entries or edit an existing one.
- Set the Workflow Trigger:Set the workflow to trigger on the Before Record Submit event. This ensures it runs before the record is saved.
- Add a State:Create a state where the conditions for checking the account will be evaluated.
- Add a Condition:Add a new action in the state. Choose Condition and set it to check if any line item includes the specific account. You can use the following logic : Line Item Account is [specific account]
- You might need to use a formula to loop through line items depending on how your accounts are structured.
- Add “Return User Error” Action:Under the same state, add a new action of type Return User Error.
- Set the message to something informative, like “Journal entry cannot be created with this account.”
- Finalize the Workflow:Make sure the workflow is set to Released.
- Test it by attempting to create a journal entry with the specified account to ensure the error message appears correctly.