Hi,
I am trying to create a workflow that on entry, sets a value on the vendor bill based on whether it is created from a PO or not. "Applied transaction = empty" was my first thought, but that's not available as a filter in workflows.
I can do "vendor is empty / not empty", but that doesn't work all the way, since you can go to a vendor and create a vendor bill directly from that vendor.
Any ideas?
Jesper M
08/31/2022, 10:37 AM
I can not use "created from = empty" etiher.. it is available but it's not working
n
Nawarain
08/31/2022, 10:40 AM
@Jesper M Created from field is currently not available on vendor bill as this is under netsuite enhancement. You can create a custom field with created from transaction type or transaction number. I have done this similar task for a client.
j
Jesper M
08/31/2022, 10:47 AM
@Nawarain No, but if you run a saved search against a bill and have "created from" in your result set, you will get the PO.
Anyhow, it doesn't work 😄
I can do location empty or not, since a PO always will have a location which is inherited to the bill, but I don't like it since it's not direct implicating if it's from a PO or not.
n
Nawarain
08/31/2022, 10:49 AM
@Jesper M Please create a custom field with transaction type and than try it.
j
Jesper M
08/31/2022, 11:07 AM
@Nawarain Sorry, I don't understand what you want me to do with the field
Jesper M
09/01/2022, 12:46 PM
@Nawarain If I source a field, e.g. transaction type, from the PO to the vendor bill, it will work if the bill is only applied to one PO. But a bill, as you surely know, can be applied to more than one PO.
n
Nawarain
09/01/2022, 4:03 PM
@Jesper M Create this as multi select field and then try