Below is a sample workflow to set a specific custom form for a new transaction triggered via make copy of an Estimate. Steps: 1. Create a new workflow with the following summary settings (Customization > Scripting > Workflows > New) a. Name = Default Custom Form – Make a Copy b. Record Type = Transaction… Continue reading Set a specific Custom Form for New Transaction Triggered via Make Copy
Tag: workflow
Create a Workflow to Capture the Date and Time When a Field Is Changed
Scenario 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… Continue reading Create a Workflow to Capture the Date and Time When a Field Is Changed
How to use a custom field on income statement?
Requirement: we can use a custom field on the income statement. Can you please let me know how? We don’t want to see the department number and description together on the income statement. So, we are planning to create a custom field for department number and display it on the income statement. Hence, the question.… Continue reading How to use a custom field on income statement?
Weekly time restriction for editing access
Requirement: After a sales order is created, I would like to create a customized procedure with a weekly time restriction for editing access. We don’t want to change the sale order without getting authorization in full. Is that even feasible? What should I do next? Solution: It’s definitely feasible to restrict editing access to sales… Continue reading Weekly time restriction for editing access
Workflow to set subsidiary on Transaction
Problem Statement: Trying to default subsidiary in sales order via workflow, for specific transaction forms only Solution: As per checking, it is standard behavior that the Subsidiary field is not available in the Set Field Action for your workflow. There is currently an enhancement for this: 314838 WorkFlow > Transfer Order record > Set Field… Continue reading Workflow to set subsidiary on Transaction
Workflow to email the customer based on the availability of email addresses
Automating the process of sending customer deposit emails in NetSuite can streamline your operations and ensure timely communication with your customers. This guide will walk you through setting up an automated workflow that sends emails based on the availability of the Accounts Payable (AP) email address or defaults to the main customer email if the… Continue reading Workflow to email the customer based on the availability of email addresses
Implementing SuiteFlow for Advanced Business Process Automation
SuiteFlow is NetSuite’s business process automation tool, allowing businesses to create sophisticated workflows tailored to their unique operational needs. While many users are familiar with basic workflow creation in NetSuite, the advanced capabilities of SuiteFlow can unlock significant efficiencies and process improvements across an organization. SuiteFlow provides a visual interface for designing and managing workflows,… Continue reading Implementing SuiteFlow for Advanced Business Process Automation
How do I change the default date setting on my Assembly Build forms?
Requirement: Currently my Assembly Build forms have a default date set to the date the form is created, this happens to coincide with the scheduling of the work orders in a third party program that we use along with NetSuite. Is there a way to alter that default date to match the date of completion?… Continue reading How do I change the default date setting on my Assembly Build forms?
Using workflow Restrict Roles from Creating Records
Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Restrict Users (WF) Record Type: Select Transaction Sub Types: Select the Appropriate Sub Type Example: Sales Order Released Status: Select Released Keep Instance and History: Select Always Enable logging: Enter checkmark Event Definition On Create: Enter Checkmark On View or Update: Enter Checkmark Trigger Type: Select Before Record Load Click Save Workspace: Click State 1 Bottom right corner: Click New Action Click Return User Error Basic Information:… Continue reading Using workflow Restrict Roles from Creating Records
Limiting Inventory Transfers from and to a particular Location.
Navigate to Customization > Workflow > Workflows > New. Select the record type as transaction Select Inventory Transfer from the subtype Set the workflow to trigger on Create and Edit events. Add a State and set the action as ‘Return User Error’ Then add condition to the state In the workflow condition, select the fields… Continue reading Limiting Inventory Transfers from and to a particular Location.