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.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Make Your Voice Heard: What Tech & ERP Topics Should We Explore in our Next Webinar?? We’re all ears! Vote now, and the poll runs until January. Poll for ERP | Poll for Tech.
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 2025.1 Release Preview account, review the topics outlined in the Release Preview Guide.
NetSuite Release 2025.1 Release Notes are available for download here!

Automatically Changing the Form used

edited Jan 8, 2020 3:46AM in SuiteCloud / Customization 5 comments

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.

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 1 (Jan-Mar 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders