Check out Oracle NetSuite upcoming events and conferences here
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!
Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Update your Profile with your Support type to get your Support Type badge.
The live webinars are back! Join us on December 8, 2022 11AM - 12PM PST and learn how to Automate Key Business Process Using Set Field Value Workflow Action. For more details, click on this link.

Transaction Body Field not setting to Default Values on Estimate Form

edited May 5, 2021 6:55PM in Ask A Guru 2 comments

I have a customized Estimate Form that includes a field called custbody_followup_date. The field is assigned to SALES type transactions only. The field has a default value of a formula = {today}+4.

When I start an estimate from the customer record using this link:

https://xxxxxxxx-sb1.app.netsuite.com/app/accounting/transactions/estimate.nl?compid=xxxxxxxx_SB1&customer=187409&ifrmcntnr=T (where customer is the internal id of the customer record)

The form opens and the follow up date populates correctly.

When I try to transform an opportunity using this link



Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!


This Week's Leaders

This Month's Leaders

All Time Leaders