Resolved: Customer Workflow in NetSuite Does Not Trigger
A NetSuite workflow failed to run when the prospect’s conversion was triggered by the creation of a sales order. Here's how we resolved the issue.
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Ben Galvin
NetSuite Consultant
Ben is laid back, personable, and easy to be around—the kind of teammate who keeps things steady while still bringing a warm, relaxed presence to the job. He values the community at Anchor Group and the shared vision that drives the team, and he loves working with people who genuinely want to serve clients and support one another. He first joined Anchor Group as an intern and later returned as a full-time team member. Before that, he earned a degree in music from UW–Madison and worked as an events coordinator and project manager at the Catholic student center on campus. Faith, honesty, dependability, and humility guide how he shows up—even on the days he’s still working at it. Outside of work, Ben spends most of his time with his wife and two children. He also enjoys singing classical music, camping, and fishing whenever he can sneak away.
He's pretty awesome
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Before you dive into the articles Ben has written for our blog, see what our clients have to say about working with him.
Articles
Working with Drop Ship Orders and Returns in NetSuite
Learn about the native flow of drop shipments in NetSuite, discover some options for dropship handling, and see how returns are designed to work for dropship items!
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How to Add Robots.txt file in NetSuite SuiteCommerce
For SEO purposes on SuiteCommerce, you may want to add a Robots.txt file to the website in order to stop Google bots from crawling your website. Here is a short how-to guide for robots.txt files in SuiteCommerce.
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What Does Closing a Sales Order in NetSuite Do?
Need help understanding what happens when a sales order is closed in NetSuite, or when they might use this feature? This article is for you!
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NetSuite CSV Import Emailer Installation and User Guide
Before you can begin the installation process, the CSV Import Emailer bundle will need to be provisioned to your NetSuite account.
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NetSuite Advanced Bin Management Best Practices
Here is a compilation of best practices and key things to know about Bin Management in NetSuite, which can help improve inventory management and accuracy.
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Mailchimp Integration Helpful Tips
Get some helpful tips for setting up the NetSuite Mailchimp integration by Anchor Group.
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How Are Values in Revenue Fields on NetSuite Projects Populated?
This article explains the population methods for the following revenue fields on NetSuite project records: Planned Revenue, Recognized Revenue, and Billed.
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Bulk Transform Estimates Into Sales Orders | NetSuite
Here is how to create a tool that allows for the bulk transformation of estimates into sales orders in NetSuite using inline editing.
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Determine What Pack Slip Form is Used | NetSuite Item Fulfillment
Locating Advanced PDF forms in NetSuite can sometimes be tricky. Here's how to determine which Advanced PDF form is being used for the packing slip on a particular item fulfillment.
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How to Customize the P&L Tab on Project Records | NetSuite
The best practice is to configure the P&L tab on your project record in NetSuite so that it shows all transactions that can be coded to the project level.
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Creating Custom Sublist with Attach + New Buttons | NetSuite
The NetSuite user wants to create new records from a custom record's sublist. This article explains how to do this.
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