[dmashburn3]

So I’ve been trying to use a workflow to generate a task to call a customer on invoices overdue. I’ve set up a saved search to catch the overdues based on criteria, and then run the workflow scheduled off of the search.

On the create task piece, I’m having trouble getting it to associate the task with the invoice that it came from. I’ve set the following parameters in the image attached.

The second image shows the error every time I run the workflow in testing and execute. I’ve tried all of the following:

-Remove fields “Company” and “Transaction” – this allows the workflow to work and the task is created (narrows the problem down)

-Tried only adding the “Company” field – tried join, tried formulas, tried “Current Record” – none work

-Tried only adding the “Transaction” field – join, formula, “Current Record” etc. – none work

The error I keep getting is: Action execution FAILED: Invalid transaction reference key 640710 for company .

This is peculiar as I get it even when I’m just trying to assign the “Transaction” field to “Current Record” (Note: the transaction internal id is 640710 in this case)

Anyone have an idea on why this may be occurring? Are perhaps the fields somehow crossed or connected somehow?

Thanks

Note: There was this entry from 2011: https://usergroup.netsuite.com/users…he-opportunity

The Netsuite Employee States:

Here’s how it should be:

Field = Company, value field = Customer

Field = Opportunity, selection = Current Record

However, this does not work when I attempted it with my workflow.
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[fjannelle]

Good afternoon,

The ‘Transaction’ field values depend on the ‘Company’ selected. If ‘Company’ is blank, no ‘Transaction’ can be selected. Since the ‘Company’ value is currently only being set after the ‘Transaction’ this prompts the error.

Try setting the ‘Company’ before setting the ‘Transaction’ (in your first screenshot, move the last line just before the ‘transaction’ line). That should do the trick.

Best regards,

[dmashburn3]

Tried switching the two. Same exact error.

If the “Create Record” is going in the order of what is on the workflow, then it seems that the error is happening on the company now. The error makes it seem like by selecting the field “Company” and value field “Customer” that it is still grabbing the internal ID of the transaction.

[fjannelle]

Hello,

Then this means that the ‘Customer’ value being assigned is empty.

If you find transaction with internal ID 640710, what is the associated customer? Any chance this customer is inactive?

Best regards,

[dmashburn3]

That transaction ID corresponds to the transaction that the workflow is acting on. The customer is active. It is a test customer named for myself.

[dmashburn3]

The solution is to have the company set to the “Value Field” = Customer and the Transaction set to the formula = {id}.

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