There are instances where users may notice a trend in the items being ordered from a specific Vendor or by a Customer. To ease the process of repeatedly adding the Item to every transactions for that Vendor or Customer, users may want to have a default Item set for a specific entity. However, the ability to set a default Item for a Vendor or Customer that could automatically be populated upon creating transactions (Purchase Order, Sales Order) is not yet possible in NetSuite. As a a possible workaround, users can utilize the “Auto Fill Transactions” preference:
- Go to Home > Set Preferences > Transactions subtab
- Set Auto Fill Transactions = T
- Click Save
Upon saving, try to create a transaction. After populating the Vendor or Customer field, the fields are auto populated by the details of the last transaction saved with the specific entity, including the Item. With this, users can opt to continue having that Item and add other items or remove it as necessary.
Kindly note that this is a user level preference, and other transactions will also have the same behavior (e.g. Bill, Invoice).
To other members, feel free