Anyone have a workflow that automatically creates a Customer Deposit on Sales Order Creation? I don't see it as an available record type when creating the workflow action. Thanks in advance!
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Ryan Longenecker
10/08/2024, 6:06 PM
Have you tried the create new record action?
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AK47
10/09/2024, 1:11 PM
@Ryan Longenecker Yes, but the list of record types that you can create doesn't include Deposit. It seems that this isn't possible and I have script or custom workflow action. I would've expected this to be available though. netsuite