Override Default Value of Handling Mode Field via Workflow Action Script

On the Enter Sales Order page, there’s a Handling Mode field under the Billing subtab, which is set to a default value of “Processing.” This default value can be overridden and set to “Save Only” using a Workflow Action Script with the Before Load Trigger Type.

Solution

1. Navigate to Customization > Scripting > Scripts > New
2. Select the Add (+) button which will prompt a pop-up window
3. Select Upload and look for the Custom Script in your Files/Folders
4. Select Save
5. Select Create Script Record
6. Select Workflow Action Script
7. Name: Enter a Name for your Script
8. Example: Custom Workflow Action Script
9. Function: Enter handlingMode
10. Select Save and Deploy
11. Set the following values then hit Save:

• Applies To: Enter Sales Order
• Status: Select Released
• Log Level: Select Debug
• Roles (Select All): Enter checkmark

2. Create a Workflow by navigating to Customization > Workflow > Workflows > New

a. Set the following:

• Name: Enter a Name for your Workflow

Example: Custom Workflow 

• Record Type: Select Transaction 
• Sub Types: Select Sales Order
• Release Status: Select Released
• Event Definition: Tick On Create
• Trigger Type: Select Before Record Load

b. Select Save

c. Then, add the created Workflow Action Script as New Action

 

Sample Script

function handlingMode(){
	nlapiSetFieldValue('handlingmode', 'SAVE_ONLY');
}