To send emails when creating transaction record, Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Name Record Type: Select Transaction Sub Types: Select Sales Order Execute as Admin: Enter Checkmark 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 Event Types: Select Create Click Save Click State 1 Bottom right corner: Click New Action… Continue reading Workflow send email action
Tag: workflow
Workflow state that can impact REST Webservices.
After creating the Integration records and access tokens for connecting the NetSuite account, when we try to fetch a particular record data from the account an error is returned throwing a ‘Permission issue’.The REST API role has the required permissions added in the role section. If there is a workflow deployed to the record for… Continue reading Workflow state that can impact REST Webservices.
Restrict purchase order creation
To restrict purchase order creation to admin role, it can be done using workflow. Navigate to Customization > Workflow> Workflows > New Add basic information Click State 1 Select New Action Select Return User Error Trigger on : Select Before Record Load Condition: User Role != Administrator Event Type: Select Create and Copy Text : “You have no permission to create Purchase Order”… Continue reading Restrict purchase order creation
Print Item Name/Number Instead of Display Name on Price Lists
Create a separate field that contains the value of the Item Name/Number and reference that field instead. Solution Create Custom Item Field Navigate to Customization > Lists, Records, & Fields > Item Fields > New Label: Enter LabelExample: Printed Name ID: Enter _printed_name Type: Select Free-Form Text Store Value: Enter Checkmark Click Applies To Necessary Item Type(s): Enter Checkmark Print on Price List: Enter Checkmark Click Save Perform Mass Update Navigate to Lists > Mass Update > Mass Updates Click General Updates Items: Click the… Continue reading Print Item Name/Number Instead of Display Name on Price Lists
Proposal For Approval Process of Return Authorization For Creating The Credit Memo
Proposal For Approval Process of Return Authorization For Creating The Credit Memo
Error Handling for Scheduled Workflows
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
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