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NSC | Source a Checkbox Value from Invoice to Sales Order

edited Mar 16, 2023 7:20AM in SuiteCloud / Customization

There are instances where users wanted to source a value from a Checkbox of an Invoice record to its related Sales Order record. Since we cannot select Invoice under the Sourcing & Filtering subtab of a Custom Field checkbox, we can have a workaround that uses a Saved Search and Workflow. To do this, we need to create a Saved Search first.

  1. Navigate to Reports > Saved Searches > All Saved Searches > New
  2. Search Title: Enter Title
  3. Click Transaction 
  4. Click Criteria
  5. Click Standard
  6. Set up the fields below:

After saving the Saved Search, we can now create the Workflow. Kindly follow the steps below:

@Kristoffer Viray-Oracle | Ask A Guru | Let us know what contents you like to see in the Community. You can vote here.

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