Hello, I have a scenario, where I need to populate the department at the line level on a vendor bill from a custom field which exists on the GL Account. The custom field name is Preferred Department. For the end user, they would create a Bill, populate the vendor, location and then go to the expense lines and enter an expense account. Once they do that, the department should be populated with the value from the custom field (Preferred Department) on the expense account. I tried with a workflow but did not work. Thoughts?

You cannot do this with a workflow as the expenses Sublist for vendor bills is not available to workflows

Thank you!

Hi Raluca! is the department at the line level always the same as the document level? if so, you can approach this with a workflow, and the lines inherit the doc level value

Hi Yvonne, the department at the line level should inherit what we see in the custom field that we build on the Account record. If the department on the expense account is Engineering, then that is what we want populated at the expense line level. However, when I try to build a workflow, the expense option is not available. I can only see Items, like MavenCloud mentioned.

yes unfortunately becaues you are using the expenses sublist workflows are not availablbe for this. @Yvonne your idea is a very good one, but because of the sublist limitation in workflows it isn't possible. I've asked the SuiteFlow team at netsuite a few times about when they will expand the sublist capability to at least the expenses sublist OR the lines sublist of journals, and they said "it is coming" but not sure when or if that will ever happen

what I specifically did was create a custom field on the vendor record for Default Department, then I used that field to populate the document level department (so that the expense/line level would inherit it), as follows:

Oh got it! and how does the department line inherit it? What do I do to trigger that?

I think if you hide the line level department on the form the header level will supersede it

oh yeah that will not work for us