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• And more!
Check out this thread to learn more!
Workflow Action - Creating Sales Order and allow edit before submit
Overview:
We have a customized Estimate where the item rate that would be utilized in a Sales Order is a custom field. On creation of the Sales Order the Estimate's custom item rate would have to populate the Sales Order's item rate.
We have a workflow in place with a workflow action (SuiteScript 1.0) that does this work when the custom Sales Order button is invoked.
Issue at hand:
The gotcha we have is that the Sales Order must be editable prior to being submitted as the role that creates the SO from the Estimate only has create privileges and should not be upgraded to edit. Therefore the action script cannot put the SO away. The Go To Record requires an internal Id that I will not have.
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