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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
workflow to update custom record field on schedule
Hello - I have created a custom record that is child to the sales order record.
Within the record there are fields for its parent sales order and an invoice.
I would like to have a workflow that runs daily to see if an invoice has been created for its Sales order and populates the Invoice field on the custom record with that invoice.
is there a formula for this in the set field value action? The option to choose the sales order applying transaction (invoice not fulfillment) does not seem to be available.
I imagine a formula like {salesorder.applyingtransaction} or something similar as long as it grabs the invoice and not the fulfillment.
Tagged:
0