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!
Creating Projects via Workflow Action Script on Sales Order Approval - Impact on Standard Behavior?
Hi Experts,
I’m looking for some guidance and validation around automating project creation from Sales Orders via scripting.
Current Standard Behavior
In standard NetSuite functionality, we can create project records using the “Create Projects from Sales Transactions” page.
From this page:
- The system lists Sales Order line items that are pending project creation.
- We can select the applicable lines.
- Upon clicking Create Projects, NetSuite:
- Creates Project records.
- Links the created Project to the respective Sales Order line (at line level).
- Ensures proper association between the transaction line and the project for downstream processing (e.g., billing, revenue recognition, reporting).
0