https://netsuiteprofessionals.com logo
Join Slack
Powered by
I am looking to create a Transaction Line Field so...
# suitebuilder
w
I am looking to create a Transaction Line Field so I can associate a TASK to the line item. The catch is the TASK has to be already attached to that Transaction. I have the field created as type List/Record and the List/Record is TASK. In the Sourcing & Filtering I set the Source List to Entity and the Source Filter By to Company. At this point I can get a list of all the TASKs for this customer. I'm not sure how to filter this down to the current Transaction. I have looked at the Filter Using and there is a Transaction option but when you set the Compare to Field as any of Created From, Sales Order, or Transaction I get no results back.
m
Would it always be just 1 task? Or could different line items have different tasks? Also what transaction type is this going to be on?
w
It can be one or more TASKs on the Estimate or Sales Order. Each line will only be associated with one TASK. For example: I create two TASKs on the Sales Order, one to install parts and another for Diagnostic labor. On the Sales Order I have three lines for Parts and one line for Labor. I would like the three parts line to show the TASK for the install parts, and the Labor line to show the Diag Labor TASK.
m
Do this could be done with a workflow, but it could get messy depending on how many types of tasks you have.
If it is a small number then it could work
but if it is an "ever-changing" list then it would get hard to manage.
For example if you just have like 4 or 5 task types that are just Installation, Diagnostics, Repair, etc then you could make a summary search for each task type that would display the internal ID of the task
Set that summary search to source a field value of a custom body field on your transaction ie. Installation Task ID Diagnostics Task ID Repair Task ID Etc
Then use a workflow that would do a set field value action on the Items sublist
you would set the value of the custom line field using the corresponding task ID field
So IF {item} = "Parts" then {installation_task_id}
IF {item} = "Labor" THEN {diagnostics_task_id}
and so on
But like I said if your task types are alot and change alot then this would become hard to manage, As it would be a lot of fields, searches and workflow actions to setup and manage
But if it's only like 3 or 4 different ones it could work well
w
Thanks for the info, but that won't work in my case. There will be new TASKs on every Sales Order, but you got me thinking about a few other methods that might give me the sort list I need. I may have to create a few helper fields.
m
This will get the new tasks for each order...I'm talking about the Item/Task Type relationship
Will that change often?
w
Yes.. one task might be everything combined. Travel, Labor and parts could be part of one Task. We have been using the TASKs to tell our technicians what they need to do. For example and Oil Change on an engine. I create the Sales order and put the Filter item and Oil item on the SO. I also add a Labor line. Then I create a Task for the tech to complete the Oil change. They do the work and apply their time to the Task. In the process they notice the wiper blade needs to be changed. So I now add a Wiper Blade and another labor line to the SO and I create a new TASK for the technician to change the wiper blade. They do that and apply their time to the Task. Looking at the SO I have say five lines. Filter, Oil, Wiper blade and two labor lines. I would like the Transaction Line Field to show just those two TASKs so I can see which TASK each item belongs to. Maybe this is what you are saying and I'm just not catching on. I'll read it again. 🙂
Open in Slack
PreviousNext
Powered by