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.
Customer on Credit Hold
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.
0