Both are remaining empty when I view a sales order
# general
d
Both are remaining empty when I view a sales order
g
Does it work if you create a new sales order?
d
@Gregory Jones No, I monitored some new SO's and I didn't see it. For reference, should the custom column be free text or match it to List/Record like the list on the item record?
g
I believe it needs to be the same field type that you're sourcing from.
so List/Record
If that works, it may only be on new sales orders, old ones would have to be updated somehow
If you need that historical data, that is.
d
@Gregory Jones I tried that to no avail originally but have re-set it to List/Record appropriately
@Gregory Jones I will confirm back once a new SO comes in the next few minutes
Historical isn't necessary thankfully
Thanks for the input
k
if they don't need to be able to change it and you don't need it to be visible on reports you can uncheck store value
Warning- might not play nice with after submit or xedit scripts
d
@KevinJ of Kansas @Gregory Jones Even when I matched the column field type to the field on the item record that I want to source, it doesn't show for new orders
The custom item field is list/record and has a custom list there. I made the column field list/record type and sourced the field off the item record
k
Ok - on your custom column does the column have to show up in NetSUite native reports?
Also - does the user need to be able to change it, or is it always the same value for the item?
d
No to reports and no to the user changing it. We really just need it for an external application that is reading line item data
We want it visible in the SO so we don't have to load the item record or do a field lookup
k
ok - try turning "store Value" off on your custom column definition
it *might not play nice with your integration, but it might work
and wouldn't require writing script or workflow to get it to plug.
so worth a shot at least.
d
Doing that now
k
Any luck? That should be instantly visible on transactions
once you uncheck the box
if it didn't work - you've got a mismatch in datatype somewhere.
d
Just made the changes gonna load an SO now
That did work
Interesting
Thanks a ton. I am a bit confused why it worked but happy with the result
g
@KevinJ of Kansas to the rescue!
k
well - now getting it to show on your SO is half the battle
make sure it still works with your integration
Without store value on - it always displays what belongs to the source record. It's not a "snapshot in time"
so in theory, someone could change the field on the item, and it would update that transaction.
g
isnt that with it off?
k
"without store value on" is the same as "store value off" 😛
g
Me can't read good.
😂
k
Anyways - if you do need it to be a snapshot in time that can't change - then you'd need to go down the workflow or script route it seems something is short circuiting with your sourcing.
d
Luckily we just need it for whatever is in the item record
Thanks a bunch Kevin and Gregory
Who needs netsuite support anyways with the slack channel? lol
👍🏻 1
g
That's why I love slack so much...have learned so much from here.