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!
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Is there a way to make an estimate "process" to a specific custom sales order form?
Hi-
We have several customer estimate/sales order and invoice forms...
I am aware that I can set "preferred" forms for specific employees and roles, but I am looking for a way to define what sales order form will be used based upon the estimate form that was used to create it.
I am aware that I can use a script to
1. "nlapiloadrecord" of the transaction found in the "created from" field
2. Look at the "custom form" number used in that transacation
3. Change the form via script for the "next-step" transaction (that is to say if I were creating a sales order I would look at the "created from" estimate, if I were creating an invoice I would look at the "created from" sales order etc)
0