This workflow is for setting up a custom form for the purchase order based on Purchase Type.Example: Purchase Type: Purchase Type(1) the Custom Form is PO Form A Purchase Type: Purchase Type(2) the Custom Form is PO Form B Solution Customization> Workflow> Workflows> New InitiationEvent-Based EventOn create Trigger TypeBefore Record Load State 1New Action >Set… Continue reading Set the form in Purchase Order based on the Purchase Type
Tag: workflow
Ability to reference Summary Search Fields in Workflow Conditions
Ability to reference Summary Search Fields in Workflow Conditions
Resolve the error “An unexpected SuiteScript error has occurred.” while working with workflow.
Scenario:If the error, ‘An unexpected SuiteScript error has occurred.’ is encountered when saving a record that has a workflow running on it, check the workflow for any Send Email action. When adding a Send Email action on a workflow, there should always be a condition to check for both sender’s and recipient’s email address availability.… Continue reading Resolve the error “An unexpected SuiteScript error has occurred.” while working with workflow.
Sublist Action Group
To add Sublist Action Group in workflow, Open the respective workflow, where sublist action group to be added. Double click on the respective state New window opens, click on New Sublist Group 4. Add required fields and condition if necessary. 5. Select “Items” from sublist under parameters tab and click Save 6. Again, double click… Continue reading Sublist Action Group
Resolve the issue: The workflow did not execute for you during testing.
It’s a common workflow issue and can be solved by using one of the three methods mentioned below: Make sure that the Owner field on the workflow definition page is your user account. If the workflow release status is set to Testing, the workflow only runs for the owner of the workflow. If there is a workflow initiation… Continue reading Resolve the issue: The workflow did not execute for you during testing.
Workflows best practices
Don’t start from scratch – NetSuite offers several out of the box workflows that can be used as a starting point. Consider installing one of the available SuiteApprovals SuiteApps that executes on the record you are working with. These can be installed just like any other NetSuite bundle. For example, if you want to install the out of… Continue reading Workflows best practices
Coordinating Workflow and User Event Scripts in Sales Order Processing
In sales order processing, it is common to utilize both workflows and user event scripts to automate and streamline various tasks. However, a challenge arises when both the workflow and user event script need to be triggered in the Aftersubmit event, but the user event script must execute after the workflow is completed. In this… Continue reading Coordinating Workflow and User Event Scripts in Sales Order Processing
How to set the condition for workflow on item fulfillment if the status is shipped to send an email
using this condition, we could set the values in workflow for the old records if status shipped in item fulfillment to send the email.Solution: Added the context called shipped in workflow execution. Added new condition old status not shipped and new status shipped. Condition: Subsidiary (Main) = OX Tools AU And email-sent = F And… Continue reading How to set the condition for workflow on item fulfillment if the status is shipped to send an email
Resolve the issue: You have added or edited workflow actions, but the actions do not execute.
It’s a common workflow issue and can be solved by one of the two methods mentioned below: 1. Refresh your browser. If you add an action with a server trigger, but the action does not execute when you test the workflow, refresh your browser. For example, you add a Set Field Mandatory action to a… Continue reading Resolve the issue: You have added or edited workflow actions, but the actions do not execute.
Test Case Documentation -ZCPL 84
ZCPL has requested that we make updates to the JE (Journal Entry) approval workflow in their NS (NetSuite) account. The following updates are required: Only Harjeet, Sunil, Rajat, and Hitesh should have the authority to approve JEs. All JEs must first be sent to Harjeet for approval, and only if Harjeet is not available, JEs… Continue reading Test Case Documentation -ZCPL 84