megaphone
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!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
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.
Don't miss out on our Pop Quizzes! #1 #2 | #3 | #4 | #5 You only have until tomorrow, April 17 , 2026, 5:00PM ET to comment your answers.

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.

How to Auto-Populate the Custom Segment Field at Transaction Level

in Ask A Guru 7 comments

I would like to know how to auto-populate a Custom Segment field on transactions.

As shown in the image below, we have a field called 'Product' which is a Custom Segment field. Once this field is populated on a Client or Vendor record, I would like to have transactions then auto-populate the same field- does anyone know how I can set that up?

As also shown, we have an existing product field called 'PS Product', we are moving away from this field over to the new custom segment version- this field does currently auto-populate on transactions, which is what I want the new custom segment version to do.

Tagged:

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