megaphone
SuiteWorld Registration opens June 9. Be ready when passes drop.
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Check out the Announcements page to stay updated with the latest news, updates, upcoming events, and important community information!
What if your ERP could help surface the next step before you go looking for it? Watch here to learn more!

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.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
SuiteWorld | October 25–28, 2026 | Las Vegas Where our community gets ready for what’s next!

SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us

How to Auto-Populate the Custom Segment Field at Transaction Level

in Ask A Guru 7 comments

I would like to know how to auto-populate a Custom Segment field on transactions.

As shown in the image below, we have a field called 'Product' which is a Custom Segment field. Once this field is populated on a Client or Vendor record, I would like to have transactions then auto-populate the same field- does anyone know how I can set that up?

As also shown, we have an existing product field called 'PS Product', we are moving away from this field over to the new custom segment version- this field does currently auto-populate on transactions, which is what I want the new custom segment version to do.

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders