When you create a scheduled workflow task, if an error occurs during the processing of the workflow, NetSuite sends the error details to the owner of the workflow in an email. NetSuite also sends an email message when an error occurs when a record for a scheduled workflow is loaded or when the record is… Continue reading Error Handling for Scheduled Workflows
Tag: workflow
Workflow action to send email.
The ‘Send Email’ action can be set up to send emails to the employees who have a valid email address.There are chances for the cases in which the employee record may not have the email. In such a scenario, the send email action fails to perform and thus it will affect the working of the… Continue reading Workflow action to send email.
Workflow action in Purchase Requisition approval
A new action can be applied in the workflow for approving purchase requisition inorder to fetch the department name automatically while choosing the employee. This is done by using action ‘Set Field Value’ as shown below. Trigger On : After Field edit Triggering Client Field : Employee
Workflow set a default subsidiary on the Workorder
Workflow set a default subsidiary on the Workorder
Proposal for Implementing P2P Workflows
Requirement EVersum has expressed their desire to establish an approval process that efficiently manages the purchase invoice, proforma invoice, and payment approval process. The process aims to provide a streamlined and efficient approach for managing the approval process while ensuring appropriate financial control and oversight. Each step needs to be done only by authorized users,… Continue reading Proposal for Implementing P2P Workflows
Restrict Terms Field in Invoice for Specific Role
The Terms field in the Invoice form can be disabled to a specific User Role using a workflow. Navigate to Customization > Workflow > Workflows > New Basic Information: – Name: Enter Name Example: Restrict Terms– Record Type: Select Transaction– Sub Types: Select Invoice– Execute as Admin: Enter Checkmark– Released Status: Select Released– Keep Instance… Continue reading Restrict Terms Field in Invoice for Specific Role
How to refer sublist values from a record in a workflow action criteria
We cannot directly refer to line field values from the sublist in a record inside a workflow action criteria. Recently, I had to create a workflow to hide the ‘Authorize Return’ for a user if the related invoice is having an item with a specific custom field value(‘Product type’ is ‘Premium appliance’). This custom field… Continue reading How to refer sublist values from a record in a workflow action criteria
Workflow to prevent the sending of standard emails during the creation of Invoice for a specific subsidiary
Here no std emails will be sent for the Invoices in the US and CA subsidiaries, during the creation of Invoice
Set Field Value Action Guidelines
Use the following guidelines when working with the Set Field Value action. You cannot use a Before Record Load trigger to set field values for existing records. This limitation applies to the Set Field Value and Go To Record actions. Use a custom action to update fields on an existing record. The value you specify… Continue reading Set Field Value Action Guidelines
Workflow to restrict Sales Order creation.
A workflow can be developed to prevent the creation of Quotes or Sales Orders for customers without checking at least one of the required checkboxes in the corresponding customer record. This can be done by using the “Return use error” action in a state and giving the required conditions as shown below. With this condition,… Continue reading Workflow to restrict Sales Order creation.