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How to customize a button to create salesorder from a custom record?

edited Jun 2, 2025 2:34PM in Ask A Guru 2 comments

We have a custom record, which uses a custom form. It has a Custom Action as a button. We want that custom button/action to take the data in the custom record, create a salesorder form, fill in the sales order with the data from the custom record (as appropriate), and display, but not yet save, the sales order form.

We have the button appearing, and when clicked the attached SuiteScript runs.

What next - how do I get a sales order form to show up and grab the data from this custom record?

Is there a way to open a sales order form and "tell" it the ID of the custom record, then use a UserEvent script to load that custom record and fill in the sales order fields as appropriate. Is that the way I should be going?

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