megaphone
SuiteWorld 2026 registration is now open—save $300 Register now
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
What if your ERP could help surface the next step before you go looking for it? Watch here to learn more!

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.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
SuiteWorld | October 25–28, 2026 | Las Vegas Where our community gets ready for what’s next!

SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us

Workflow : Opportunity : Go to Record Estimate : Subsidiary doesn't populate

edited Sep 1, 2020 7:55PM in Ask A Guru 3 comments

From a standard Opportunity record I have given the UI a button in order to open a new Estimate with a populated header and without line items.

Here are the Parameters on my Go to Record action

When the new Estimate record opens, All of the fields populate as expected however the Customer field has not sourced the Customer. It is populated with the text of the name but has not sourced any Customer info for instance the Subsidiary.

Without the subsidiary, the user cannot enter any items as there are no tax codes (from Subsidiary)

Editing the Customer name by backspacing one character, will source the correct entity but overwrites the other fields I have already set from the Go To Record action.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders