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… Continue reading Prevent the creation of a JE if a specific account is present in the lines using workflow
Tag: workflows
Go to Page action to redirect to a Saved Search Results
Scenario Workflow Action Go To Page redirects to the Saved Search definition instead of Saved Search Results. Go To Page action is used to redirect Workflow users to a specified page in NetSuite, pages being list views of records or reports. Solution The following Workflow sample adds a Button on the Item Fulfillment Record which upon click redirects the user to the List of Sales Orders awaiting fulfillment. 1. Create a Saved Search to… Continue reading Go to Page action to redirect to a Saved Search Results
How to use the ‘Copy to Account’ feature in NetSuite
The NetSuite feature, ‘Copy to Account’ allows the user to migrate custom objects from different NetSuite environments. This feature provides an excellent opportunity to save time migrating records between accounts. Copy to Account is an administrator tool designed to transfer custom objects between your accounts. Copy to Account allows you to pick the target account,… Continue reading How to use the ‘Copy to Account’ feature in NetSuite
How to create workflow to send email upon order approval for orders from webstore?
Created a work flow and give the basic details name,idSelect record type as transaction and sub type as sales order.Event type as Approve.Here we want to set context as user interface and we need to check whether this order is created from website. for this we give condition whether that sales order source the the… Continue reading How to create workflow to send email upon order approval for orders from webstore?
Leaver or Inactive Employee as Netsuite Administrator
#CasesThe Company needs to inactivate an employee.(Most of the Organization does not delete their employee records, they need to keep it as well but she/he not in active employee now) Reason –When an Employee in the organization leaves company –When request to inactive an employee for the Professional reasons –When an employee already was a… Continue reading Leaver or Inactive Employee as Netsuite Administrator
Add workflows to allow for batch reporting and approval action.
Workflow for batch reporting and approval action.