Author: Rose Wadakken

Resolve Error: “Error: An unexpected error occurred during this process” when Updating Revenue Plans within the Revenue Arrangement record Solution Possible Resolution: See if there is a conflict with Auto-Generated Numbers In Global Search, search for Revenue Recognition Plans Click the result Page: Revenue Recognition Plans Quick Sort: Set to Recently Created Take note of the recent revenue… Continue reading Resolve Error: “An unexpected error occurred during this process.” when Updating Revenue Plans

Scenario The Transaction Body Field CC Email was created and applied to Sales. The CC Email id (Example: {CUSTBODY56}) was applied on Workflow Send Email Action in the CC field under Recipient section. If CC Email Field (or other field that should populate the email address) does not contain any value on the Sales records, the following error might occur: One or more cc… Continue reading Resolve Error: “One or more cc emails are not valid.” on Workflow Send Email Action

Scenario User has a business process that if the request is less than amount, the request will not require an approver. As part of a business process workflow, the user is not setting the Next Approver field for this scenario.  On the Workflow, the sender of the email must be the Next Approver. If the… Continue reading Resolve Error “Author Internal ID or Email Must Match an Employee”

The Status field (ID = orderstatus) is hidden on the Sales Order form in View mode even though the “Show” checkbox is marked on the Custom Form. In order to show the Status field in View mode, a workflow can be deployed to change the Display Type of the said field. However, in this instance, the value of the Status field will not be the normal ones like “Pending Approval”,… Continue reading Values on Sales Order Status Field (Field ID = orderstatus) on View Mode

The user wants to understand how Discounts on Sales Orders are reflected on Saved Searches. Solution There are different scenarios depending on how the Discount is used: Discount Taken on the Header Level On the Sales Order if the Discount is on the header level you are able to utilize the Amount Net Field on the Results tab of the Saved Search to display the average sales price.  Example: For two… Continue reading Different Discounts Types Taken on Sales Orders and Their Impact on Saved Searches

Create a Saved Search of Sales Orders with Unbilled and Open Balances Solution 1.     Navigate to Lists > Search > Saved Searches > New 2.     Click Transaction 3.     Enter a Search Title 4.     Criteria tab > Standard subtab: a.     Check the Use Expressions box b.     Type is Sales Order | And c.     ( Status is any of Sales Order:Partially Fulfilled,… Continue reading Create a Saved Search of Sales Orders with Unbilled and Open Balances

Triggers are based on events that occur during the processing of a record in NetSuite and dictate when the workflow should perform certain tasks. NetSuite defines triggers for when a workflow should initiate, when actions should be performed, or when a record should transition to another state for the record, based on the processing of… Continue reading Workflow Triggers

The user needs to create a report that shows all General Ledger accounts created within a particular period of time. SolutionNavigate to Lists > Search > Saved Searches > New Click Account Search Title: Enter Title Click Criteria tab Click Standard subtab Filter: Add a Date filter Select System Notes Fields… System Notes Filter dropdown:… Continue reading Create a Saved Search to Show All GL Accounts Created Within a Particular Period of Time

User may need to approve the transaction (e.g. Purchase Order) instead of the Next Approver in case that he/she is not available for approving. Even Administrator cannot approve the transaction manually. Navigate to Transactions > Purchases > Enter Purchases Orders > List Click View by Purchase Oder in Pending Approval status Result: Next Approver: Employee populated is not available for approval Approval Status: Pending Approval is… Continue reading Approve Transaction When the Next Approver Is Unavailable for SuiteApprovals

When using a Workflow from the Vendor Bill Approval bundle. On the workflow, the creator and administrator should see the Resubmit for Approval button, however the button is not visible on the creator of the record. Solution Navigate to Customization > Workflow > Workflows  Vendor Bill Approval Workflow: Click Edit Click Rejected  Click the Add Button Label: Resubmit for Approval ConditionBuilder: Field: Select Created By Compare Type: Selectany of Value… Continue reading Make Resubmit Button Visible to Owner and Administrator via Workflow