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Sourcing for Sales Order Document Prefix

edited Dec 3, 2019 11:47AM in SuiteCloud / Customization 7 comments

I am new with NetSuite so I hope my question makes sense.

We need a way to source the prefix for our Sales Order documents. For instance, when entering a Sales Order we would like the prefix of the auto-generated number to be based upon a custom "Sales-Order-Prefix" field on the customer record. So for example, ABC-Customer would have a custom field on his customer record, "Sales-Order-Prefix", which would be set to "ABC". Then when an order is entered for "ABC-Customer" the sales order number would be in the format of ABC-#####. This will help us recognize immediately the customer of that order just by looking at the SO number.

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