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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Source from Opportunity, Quote, or Customer
I have a custom record that I'd like to be able to source from an opportunity, quote, or customer. I created a custom field for each list/record and made it the parent. I can choose the custom record from a quote or customer and then the quote and/or customer information is automatically included in the new record. I can't seem to do this for opportunity. Also, if opportunity is manually selected, I want the Customer to be sourced from either the quote or opportunity (which ever one is selected). Assume I'll have to script this, since I can only source
0