Happy Monday everyone!
I have a custom transactio...
# administrationm
martha
07/25/2022, 7:47 PMHappy Monday everyone!
I have a custom transaction field in a Customer Payment that isn't sourcing from the applied to invoice. I tried to set it with a workflow, but I can't seem to join from the invoice. Any tips?
a
AI1
07/25/2022, 11:45 PMWhat is the type of field from the Invoice? Is it another record? Or a text field? or a date?
m
martha
07/26/2022, 4:15 PMThey're both free-form text fields
n
Netsuite Tragic
07/26/2022, 10:33 PMIs it the same field on the Invoice & on the Customer Payment? Is it Transaction Body Field?
Netsuite Tragic
07/26/2022, 10:34 PMHow are you trying to set it with workflow? something like {createdfrom.custbody_this field}
a
AI1
07/26/2022, 10:35 PMYou can use a formula to do this as long as it has an after record submit trigger. Use {appliedtotransaction.fieldID} as your formula
AI1
07/26/2022, 10:35 PMIt could error out if your payment is applied to more than 1 invoice though
m
martha
07/26/2022, 10:39 PMInteresting! I will try it out with the formula in a workflow. I was trying it out with the “default And sourcing” setting in the field record.
I'm new to NetSuite, as you can tell 😬
The field is shared between the invoice and payment. There's no other invoice, but there are some times journal entries that are applied as credits. Will that be an issue?
a
AI1
07/26/2022, 10:44 PMNo the journal will apply to the invoice just like the payment so it will not I nterfere
AI1
07/26/2022, 10:44 PMIf that doesn't work there is one other trick we can try with saved searches and stuff that will do it too
n
Netsuite Tragic
07/26/2022, 10:46 PM@al1 is right about the Saved search method. the createdfrom is unlikely to work in all cases.
4 Views