Populate Terms Field on a Sales Order

Requirement:

The Sales Order created does not auto-populate the Terms field on the transaction. This should auto-populate with the Terms assigned to the Customer’s record.

Solution

Create a Workflow for the Sales Order that would set the field’s value depending on the Term that is set on the Customer’s record.

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
   • Name: Enter Name
     Example: Sales Order Set Term WF
   • Record Type: Select Transaction
   • Sub Types: Select Sales Order
   • Execute As Admin: Enter Checkmark
   • Release Status: Select Released
   • Keep Instance and History: Select Always
   • Enable Logging: Enter Checkmark
3. Event Definition:
   • On Create: Enter Checkmark
   • On View or Update: Enter Checkmark
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action
7. Click Set Field Value
8. Parameters:
   • Record (Join Field): Select Customer
   • Field:Select Terms
9. Click Save