Discussions
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
NSC |Automatically fill-up details for Selected Invoice Forms Using Workflow
Make your invoicing process easier by automatically filling in details to match specific invoice forms effortlessly. In this article, we’ll introduce a simple solution to automate this task seamlessly.
When you select the corresponding invoice form, this workflow will automatically populate the fields in your Invoice Form (e.g. Department, Class, and many more). With just a few simple steps, you can save time and minimize errors when filling up your invoice form. Here's how:
- Navigate to Customization > Workflow > New.
2. Provide a name for the workflow.
3. Choose the Record: Transaction option.
4. Specify the Sub-type as Invoice.
5. Set the Condition To: