Tag: custom field sourcing

Auto Populate the Production Start Date and Production End Date on the Work Order

Scenario Upon creation of a Work Order, the Production Start Date and Production End Date fields are not auto-populated. The solution is to create separate Saved Searches used to get the values from the start date and end date field from the Work Order. Solution: To automate the population of these fields, we’ll leverage NetSuite’s… Continue reading Auto Populate the Production Start Date and Production End Date on the Work Order

Source Custom Field From Customer Record to Sales Order and Invoice record

Create Custom Entity Field Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter Label Example: Shipping Notes ID: Enter _shippingnotesCU Type: Select Text Area Store Value: Enter Checkmark Click Applies To  Customer: Enter Checkmark Click Save   Create Custom Transaction Body Field Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter Label Example: Shipping Notes ID: Enter _shippingnotesSO Type: Select Text Area Store Value: Remove Checkmark Click Applies To  Sale: Enter Checkmark Click Sourcing & Filtering  Source List: Select Customer Source From: Select Shipping Notes Click Save  Customise invoice and… Continue reading Source Custom Field From Customer Record to Sales Order and Invoice record

CREATE A CUSTOM FIELD THAT USES CALCULATED DATA FROM A SAVED SEARCH

Sample: Determine the total quantity of all items on a sales order Step 1: Create Saved Transaction Search For our Results, we only need to include the field that we are calculating on. In this example, it’s the Quantity field. Once we choose the field, we will use SUM as our Summary Type. Set a… Continue reading CREATE A CUSTOM FIELD THAT USES CALCULATED DATA FROM A SAVED SEARCH