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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
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Sourcing/Filtering Contact List on Transaction
Intent: When creating a sales order, provide a salesperson a dropdown list of customer contacts to choose which contact placed the order.
I've added a new field to a custom sales order form. It's a List/Record field that references the Contact List/Record. Without filtering, I get ALL contacts. I'm trying to source/filter the options in the list based on the currently chosen "Customer" field (id: entity) on the SalesOrder. In this way, the person entering a Sales Order has a short, relevant list to choose from.
According to Setting Sourcing Criteria (https://netsuite.custhelp.com/app/an...ail/a_id/10099
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