Discussions
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
NSC | Add the Lead Source field to the Sales Order's Transaction Line Item
The customer would like to add the Lead Source to the Transaction Line Item level of the Sales Order form as a column field.
This is because when submitting a sales order, it is possible to have items added based on different campaign lead sources. As such, there is a requirement to be able to track or tag items within a sales order item line with their corresponding lead source.
The steps on how to create a custom field that uses the CRM List: Lead Source as a List/Record are listed below.
Step I: Enable CRM Preference (Prerequisite)
- Navigate to
🌟Q2 2026 Community Choice Nominations: Recognize a member who made a difference in our community!
🏆️ Earn Community badges for Refer a Member | Answer Accepter | Content Creator
_______________________________________________________________________________
Michelle Jabanes | NetSuite Support Community Administrator