CODEWITHSUNDEEP
workflownetsuite
fbarriga
fbarriga

Reputation: 35

NetSuite Workflows

I am a newb creating netsuite workflows. I am trying to auto populate a field in my sales order when choosing a customer in the customer field.

My mission is to get the division/region field auto populated when the customer is chosen.

Most Appreciative,

Upvotes: 0

Views: 1340

Answers (1)

Mike Robbins
Mike Robbins

Reputation: 3287

You can do this without a workflow. Assuming:

  • Division/Region is a custom transaction body field on the sales order
  • There is a Division/Region field on the Customer record of the same data type

You can do this in the definition of the transaction body field.

  • Edit the custom field
  • Click on the Sourcing & Filtering tab
  • Select Customer in the Source List field
  • Select Division/Region in the Source From field
  • Click Save

Create a new sales order. When you select a customer, the Division/Region field will be updated with the corresponding value from the customer record.

Here's a simple video showing how.

Upvotes: 2

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