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NSC | How to Default a Non-Inventory Item Location Based on Sales Rep

edited Aug 5, 2025 7:54PM in SuiteCloud / Customization

When using a Workflow to automatically add Non-Inventory Items to a Quote, the item location often defaults to the location on the Item Record. This article explains how to modify the Workflow to ensure the Non-Inventory Item’s Location defaults to the Sales Rep's Location instead.

Solution:

  1. Edit the Workflow:
    Go to Customization > Workflow > Workflows and edit the relevant Workflow.
  2. Add a Set Field Value Action:
    • Action Type: Set Field Value
    • Field: Choose Location (Line)
    • Value: From Field
    • Record (Join Field): Sales Rep
    • Field: Location from the Sales Rep record.
  3. Save:
    Save the action to update the Workflow.

This simple tweak to the Workflow ensures that

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