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!
Update your Profile with your Support type to get your Support Type badge.
Discover NetSuite's potential! Join our webinars, learn from experts, and optimize your operations. Whether you're experienced or new, secure your spot today and stay ahead in NetSuite!
Share with colleagues and friends who could benefit from our webinars too!

NSC | Source a Field from Project Record to Sales Order Record

There are scenarios where users need to source a Sales Order field to its related Project record. In order to do this, we need to create a Project Saved Search that will return the field that needs to be sourced and apply it in the Custom Field in the Project record. In this Sample scenario, Document number needs to be sourced to the Project Record. Here is the setup:

Create a Project Saved Search

  1. Add a Search Title
  2. Public: Enter checkmark
  3. Click Criteria
    1. Filter: Select Transaction Fields...
    2. Select Type
    3. Select Sales Order
  4. Click Results
  5. Filter: Select Transaction Fields...
    1. Select Document Number

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

Howdy, Stranger!

Log In

To view full details, sign in.


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


Community Whiz

Quarter 1 (Jan-Mar 2024)

This Week's Leaders

This Month's Leaders

All Time Leaders