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.
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!
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Please note that on Friday, March 20, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 4 hours. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Auto Populate Project Info on Invoice - Location, Class and Department
Hello.
Does anyone know any easy way to automatically copy Location, Class and Department information from Project to an Invoice? I am able to automatically copy custom fields using transaction body and line fields once the Project is selected on the invoice. I am unable to do the same for Location, Class and Department as they are not custom fields on the invoice form. I am not able to set a source for the fields. Our users are complaining that they are having to re-enter all the information on an invoice.
A non-scripting solution will be appreciated.
Thanks.
Tagged:
0