Access Purchase Order Fields on Vendor Bills via SuiteFlow
Solution
Access Purchase Order Fields on Vendor Bills via SuiteFlow
Connection between Vendor Bills to Purchase Order is an Enhancement for NetSuite.
Sometimes users would like to use Purchase Order field values to set some conditions for their Vendor Bills.
Users can use a Custom Transaction Body Field for their Purchases so that they can create a link between Bills and PO so that they can use that field on our Workflow to access the values for that Transaction.
Here are the instructions on how users can do it :
1. Create a Custom Transaction Body Field via Customization> Lists, Records & Fields> Transaction Body Fields> New
- Label : <any>
- ID : <any>
- Type : List/Record
- List/Record : Transaction
- Applies To : Purchase = Checked
2. Create a WorkFlow via Customization> Scripting> Workflows> New
- Basic Information
- Name : <any>
- ID : <any>
- Record Type : Transaction
- Sub Types : Purchase Order
- Execute As Admin : Checked
- Release Status : Released
- Enable Logging : Checked
- Initiation
- Event Based : Selected
- Event Definition
- On Create : Checked
- On Update : Checked
- Trigger Type : All
- Create a State
- Name : <any>
- Create Action
- Set Field Value
- Trigger On : Entry
- Parameters : Field = Custom Transaction Body Field
- Value : Static Value = Selected
- Selection : Current Record
3. Create another Workflow via Customization> Workflow> Workflows > New.
- Basic Information
- Name : <any>
- ID : <any>
- Record Type : Transaction
- Sub Types : Vendor Bill
- Execute As Admin : Checked
- Release Status : Released
- Enable Logging : Checked
- Initiation
- Event Based : Selected
- Event Definition
- On Create : Checked
- On Update : Checked
- Trigger Type : Before Record Submit
- Create a State
- Name : <any>
- Create Action
- Set Field Value
- Trigger On : Before Record Submit
- Parameters : Field = <desired field>
- Value : Static Value = Selected
- Selection : <desired value>
- Condition
- Record : Custom Transaction Body Field
- Field : Desired Field on PO
- Compare Type : <any>
- Value Field : Desired Field from Vendor Bill
Note : Enhancement 71556 regarding with adding the Created From field to Bills so that this field is available for reporting.