Ask A Guru

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!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Make Your Voice Heard: What Tech & ERP Topics Should We Explore in our Next Webinar?? We’re all ears! Vote now, and the poll runs until January. Poll for ERP | Poll for Tech.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.1 Release Preview account, review the topics outlined in the Release Preview Guide.
NetSuite Release 2025.1 Release Notes are available for download here!

Empty Sales Rep Field value in quote record

Hi All,

According to the Netsuite standard, when we select the customer on the quote the sales rep field will be sourced from the corresponding customer record. However, even if the customer record has a sales rep value, we want to leave the sales rep field empty when creating the quote. We worked on workflow to achieve this, but it does not work as expected.


I have added the different event-type actions to set the sales rep as null.

But when we selects the customer in the quote, the sales rep gets auto-populated. 

And again If I select the same customer on the same page, the sales rep value will be empty (i guess the workflow works when I reselect the customer).

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2025)

This Week's Leaders

Loading

More...

This Month's Leaders

Loading

More...

All Time Leaders

Loading

More...