How do I get Created By field of any transaction in workflow. I'm creating a workflow that is applied to Bill record. Bill record is created from PO. I want to send an email to the created by of PO record when Bill gets created.
But I am unable to find that field in workflow.
Hi Refer "Access Purchase Order Fields on Vendor Bills via SuiteFlow"
Suite answer id :37827
Related
I have to complete a challenge and i have no idea where to starts it.
I created the object "customer", with the fields: name, birth date, age, and account (lookp up to account)
1- Dont allow insert record if the birth date is empty, and shows an error message to the user.
2-dont allow to create a record of customer with age less than 18, and shows an error message to the user.
3-if the field account is empty shoud create automatically an account and insert on the field.
4-when a record is created a new opportunity should be create and the field customer should be filled.
Can someone help me with that?
I'm starting to get the hang of NetSuite but this one has stumped me. I am looking for a way to update the line items on an order from a workflow in NetSuite. From what I can tell it doesn't seem to expose those fields, is there any way around this?
I have a saved search returning all of the transaction line items that I want modified, there is a field on the Sales Order Line Item called "Create Fulfillment Order". It shows up under saved searches as "Create Fulfillment Order Column", but when I add an action to a workflow to set the field value, the only fields that show up are Sales Order fields. Is there any way to access the Sales Order Column fields, since that's really what's being returned by my saved search anyways.
I've looked at the Sub Types defined in the workflow to see if there's one for Sales Order Item or anything but there's not, just Sales Order. Any help would be greatly appreciated, thanks in advance!
There's nothing built-in that will let you access transaction line items from a workflow. You'll need to use SuiteScript to create a custom workflow action. Then you can call that action from your workflow.
Basically I want the orders to import under Pending Fulfillment only when the selected triggering client field has a value in it (any value). If it is blank I don't want this workflow to run on that SO. I have another workflow in place that affects other orders that are imported through Web Services, so this will be just for specific orders when the Triggering Client Field has a value. I set it up, as you can see in the images attached and no luck!
Parameters: Order Status=Pending Fulfillment (Static value)
Trigger on: After Field Sourcing
Contexts: Web Services
Triggering Client Fields: Custom free form text field that will be
populated with a 4-5 digit number
This looks like it will only work within the UI when someone is entering a sales order - and actually it won't work at all because if that's a free form text field, then it won't trigger the "After Field Sourcing" event. I would make the trigger Before Record Submit, or After Record Submit instead, and then under the "Condition" section, use the visual builder to tell set the criteria to only when Handshake Order ID is not empty. That should do the trick for you.
Please change your workflow action as below
Workflow Action : Import Status
Trigger On : Entry
Condition : {custbody11} is not null
Once someone clicks on the fulfill button on the Sales Order I want it to send an email to someone.How can make this occur in Netsuite?
You can create a custom workflow on sales order and configure the worflow to send email to the specific email id. The email id can be either custom one / a field value from the sales order record (ex. customer, salesperson etc.,)
The condition for the workflow will be
OldRecord.Status!="Pending Fulfillment" && NewRecord.Status!="Pending Fulfillment"
Thanks
Frederick D
you can write a user event on Item Fulfillment record type and send email using nlapiSendEmail()
You may want to put a check in script if type == 'create' to avoid sending email on other record operation.
When I update an invoice in QB (after its been changed in my system), I want to avoid updating anything that the user has modified in QB. My plan was to use the filter API method and filter by Ids to get the list of invoices from QB that my app created. However, it doesn't look like InvoiceFilter accepts ListIdSet. It does have a TransactionIdSet, but I can't find a way to get ahold of that number (i.e., the TransactionId) via Data Services. It's certainly not in the response when invoices are read. So, how do I query for a specific set of invoices via the API?
The transaction id refers to the id of the invoice here.
For eg, the following invoice query will retrieve the invoice with Id 4 -
<InvoiceQuery xmlns="http://www.intuit.com/sb/cdm/v2">
<TransactionIdSet>
<Id idDomain="QB">4</Id>
</TransactionIdSet>
</InvoiceQuery>