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Depends on the context i.e., Client/User event trigger.

You can use the Current module api to update the price of a certain price level in client script context.

Below is an example in user event context.                        

That sounds like a good idea @User_6YI1X.

I have tried creating a Custom Sublist on my test account which is based on the results of a Saved Search, and I was able to make the workaround work. See the sample screenshots below for the setup that I did:

Saved Search:

Custom Sublist (Customization > Forms > Sublists):

Expected Result:

You can now hide the Text Area Line Field with Long Text on the Custom Forms after implementing the workaround. Also, take note that scripts can still populate the line field despite being hidden per my testing.

Related SuiteAnswers Article:

10120: Custom Sublists

Hope this helps.

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-Jack

Hello @Hormese Paul

I'm afraid, that this is currently the following Enhancement request:

55722 - Add a pref that enables users to specify whether a sales rep should default in or not.

You may vote for this enhancement through SuiteIdeas to increase its points and have it possibly included on NetSuite's future releases.

The workaround is not provided, but let me ask my colleague @Michelle Jabanes-Oracle if there is some possibility to resolve this.

Thank you for your time.

Greetings @User_0MV81,

We are pleased to inform you that your requirement can be addressed via Workflow!

The workflow setup would be to Add a Button to the Sales Order which when clicked, redirects to the Invoice creation page with the Parent Customer set in the Customer field.

Take note however that if the child customer has two or more parent levels, the top-level parent will be set.

See the screenshots below for the details of the workflow setup:

Formula:

{entity.parent.id} != {entity.id} AND {statusref.id} in ('pendingBilling','pendingBillingPartFulfilled','pendingFulfillment')

Expected Result:

Related SuiteAnswers Articles:

11487: Add Button Action

21120: Transform Record Action

40530: Defining a Condition with Formulas

Hope this helps.

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-Jack

Hi @Martha Hakes,

Per my understanding, you wanted to incorporate formulas to show the monthly income totals on the saved search which is also aligned with the amounts on the income statement.

Kindly see below the details of my testing regarding your concern:

• Here's a sample income statement:

• I created a Transaction saved search. Under Criteria subtab, I included Period:

• Under the Results subtab, I added Formula (Currency) with the formula below:
  • (CASE WHEN {postingperiod} = 'Jan 2021' AND {accounttype} IN ('Income', 'Other Income') AND {posting} = 'T' THEN {amount} ELSE 0 END)
  • For illustration purposes, I created formula for the following 4 periods (Jan 2021, Feb 2021, Mar 2021, and Apr 2021).

• Save and Run the transaction search I created above:

As you can see, the Jan 2021 to Apr 2021 amounts here are aligned with the monthly balances on the sample Income Statement presented.

Hope the information above helped and addressed your concern 😊

Thank you!

================

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It looks like you have the wrong workflow Trigger Type set for the action that sets the Sales Rep to null. You might need the "After Field Sourcing" trigger as this happens after Before Record Load and Before Field Edit

What trigger are you using?

Hello @Curtis Beene

It's the standard behavior of NS. For Service Sales or resale items you have the option to define the user rate but not for Purchase type. However whenever you create the new Service for purchase item enter "zero" as the last purchase price and then do the normal transactions. It should not take the last purchase price for the next PO or bill.

I figured it out. Incase anyone else is having this issue. Celigo created a role celigo integrator.io admin. I guess the sandbox creates its own celigo integrator.io admin 2. I assigned this role to myself and now I show up. I had just assigned celigo integrator.io admin. Needed the role with the 2 behind it.

Never mind. I was able to find a SuiteAnswer article (Answer ID: 96843) that answered the question. I switched the sublist for the main body.

https://suiteanswers.custhelp.com/app/answers/detail/a_id/96843/loc/en_US