Using a Workflow to set Delivery Terms on a Sales ...
# suiteflowm
markderrick
04/19/2023, 11:51 AMUsing a Workflow to set Delivery Terms on a Sales Order
Anyone managed to get this to work?
I'm trying to set the Delivery Terms, based on a value I'm storing on the Customer Record, but no matter what trigger I use, it doesn't seem to want to set.
m
MGBC
04/19/2023, 10:03 PMI'm not familiar with the Delivery Terms is that a custom field you made?
MGBC
04/19/2023, 10:03 PMWhat is the Field type (ie. list/record, free text, etc)
m
markderrick
04/19/2023, 11:51 PMIt's installed as part of the 'International Tax Reports' bundle - Delivery Terms
{custbody_delivery_terms}
m
MGBC
04/20/2023, 12:41 AMWhat value is on the customer record?
MGBC
04/20/2023, 12:42 AMalso can you find the custom field under Customization > List, Records, Fields > Transaction Body Fields? If so what type is it (Integer, Free text, list/record) etc
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