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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• 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.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Automatically Changing the Form used
Can anyone help with this?
We have 5 Quote forms, 5 Sales Order forms, and 5 Invoice forms (with different fields for differnet currencies and vendors).
If someone uses Quote form A, we want the system to automatically load Sales Order form of type A, and Invoice form A; and the same for the other four types.
Obviously the workflow works fine if you just use the preferred form in each step, but otherwise we are currently relying on employees to manually change the form at each step. If they forget and save the record on the wrong form, custom field data is wiped out and we have to re-do the sales order or invoice.
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