Tag: workflow

Workflows best practices

Don’t start from scratch – NetSuite offers several out of the box workflows that can be used as a starting point. Consider installing one of the available SuiteApprovals SuiteApps that executes on the record you are working with. These can be installed just like any other NetSuite bundle. For example, if you want to install the out of… Continue reading Workflows best practices

Coordinating Workflow and User Event Scripts in Sales Order Processing

In sales order processing, it is common to utilize both workflows and user event scripts to automate and streamline various tasks. However, a challenge arises when both the workflow and user event script need to be triggered in the Aftersubmit event, but the user event script must execute after the workflow is completed. In this… Continue reading Coordinating Workflow and User Event Scripts in Sales Order Processing

How to set the condition for workflow on item fulfillment if the status is shipped to send an email

using this condition, we could set the values in workflow for the old records if status shipped in item fulfillment to send the email.Solution: Added the context called shipped in workflow execution. Added new condition old status not shipped and new status shipped. Condition: Subsidiary (Main) = OX Tools AU And email-sent = F And… Continue reading How to set the condition for workflow on item fulfillment if the status is shipped to send an email

Resolve the issue: You have added or edited workflow actions, but the actions do not execute.

It’s a common workflow issue and can be solved by one of the two methods mentioned below: 1. Refresh your browser. If you add an action with a server trigger, but the action does not execute when you test the workflow, refresh your browser. For example, you add a Set Field Mandatory action to a… Continue reading Resolve the issue: You have added or edited workflow actions, but the actions do not execute.

Set a Custom form for the sales order on a Specific Customer

ScenarioThe client is creating a sales order from the customer record > Quick action> Sales order. while creating sales order like this client want to set a specific custom form for this particular customer. SolutionGo to customization> Workflows > Workflow> NewRecord Type: TransactionSub Type: Sales OrderEvent Defenition On createClick save(No need to give conditions in… Continue reading Set a Custom form for the sales order on a Specific Customer

Using workflow how to Tick the “HOLD “checkbox for the AU subsidiary sales orders placed.

When customer in AU subsidiary place order from the webstore the checkbox “HOLD “in the sales order should be checked this can be achieved by using workflow1. create workflow in NetSuite customization workflow new2. select the Felds as required transaction and in sub tabs sales order 3.context select the webstore, event after the submit, and… Continue reading Using workflow how to Tick the “HOLD “checkbox for the AU subsidiary sales orders placed.

To Add Days To Last Day Of trandate

You can use the below formula in a workflow after the field change of the trandate to add days to the last day of the trandate. (new Date((new Date(new Date({trandate}).getFullYear(),new Date({trandate}).getMonth()+1 ,0)).getFullYear(),(new Date(new Date({trandate}).getFullYear(),new Date({trandate}).getMonth()+1 ,0)).getMonth() ,(new Date(new Date({trandate}).getFullYear(),new Date({trandate}).getMonth()+1 ,0)).getDate()+30)).toLocaleDateString()

Set The Last Date Of Trandate

You can use the below formula to set the last date of trandate in the workflow triggering after a field change of trandate (new Date(new Date({trandate}).getFullYear(),new Date({trandate}).getMonth()+1 ,0)).toLocaleDateString()

Approval Process using workflow

Add a Submit for Approval button to submit the record for approval after the user completes the review and they can select the approver in the approver field to approve the record. This button will be available only for the Creator Roles.  When the makers click the Submit for Approval button,   An email with the… Continue reading Approval Process using workflow