Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Territory Field in Sales Order form
I need the Territory field from the customer record to show up on the Sales Order showing the territory a customer belongs to if they already have it hard coded in the customer, but I also need it selectable for customers who are first time orders.
Currently, the territory field is there but it is the selctable version which does not display the pre-selected territory for existing customers.
What I want to end up with is a territory field that is mandatory, but prefilled for existing customers, then our sales reps will be reminded to enter a territory for those first time orders they take.
0