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Customer on Credit Hold

edited Jan 8, 2020 3:31AM in SuiteCloud / Customization 1 comment

I am trying to source a field on a transaction form after I add the customer name.  I have tried a few different methods with no luck. There is a field available in customer searches called "On credit hold"{oncredithold}.  I can not find this field on the customer record form. I created a transaction body field with a  default value= {entity.oncredithold}. This does not source when the customer is loaded into the transaction.

The ultimate goal is to have a workflow that shows a message when the customer is loaded in a transaction, even an estimate. Any suggestions will be greatly appreciated.

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