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Can I default the Sales Order "Expected Ship Date" on Line Item Level to SO Need By Date?

in Ask A Guru 11 comments

I am still learning to use Workflows and am having an issue.

My desired result is to populate the "Expected Ship Date" on the line item of a Sales Order with the Sales Order "Need By" date IF the "Expected Ship Date" on the line item is left blank.

I have tried different combinations of Workflows, but none have worked yet.

Here is what i currently have as a Workflow (Still Unsuccessful):

Record Type: Transaction (Sales Order)

Inactive: No

Release Status: Testing

Initiation: Event Based

Events: On Create, On View or Update

Trigger Type: Before Record Submit

Set Field Values...

Jay Schwausch

P.R.I. - KACE Valves, NetSuite Administrator

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