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Accessing Balance Fields on Prospect Records

edited Jun 2, 2025 2:23PM in SuiteCloud / Customization 2 comments

I have a custom field on Customer records:

{creditlimit}+{depositbalance}-({balance}+{unbilledorders})

This displays the remaining available balance for a Customer

If we create a Credit Limit for a Prospect, then this field displays correctly on the Customer (prospect) record.

I am trying to use this field/value in Sales Order Approvals.

I can either put a custom field on the Sales Order as:

(({entity.creditlimit}+{entity.depositbalance}) - ({entity.balance}+{entity.unbilledorders}))

or I tried

((NVL({entity.creditlimit},0)+NVL({entity.depositbalance},0)) - (NVL({entity.balance},0)+NVL({entity.unbilledorders},0)))

Or I can reference the Customer Field in the Workflow using:

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