Monday, February 4, 2019

Create a Link on a Work Order that will Create a Transaction with the Customer Record Details


Alternative Solution is to create a link within the Case that will open a transaction form with the pre-populated customer information.
Here are the Steps:

1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New
2. Set Type to Hyperlink
3. Apply To tab > Case
4. Display tab > Set Link text "Create a Sales Order"
5. Default Value = 'https://system.netsuite.com/app/accounting/transactions/salesord.nl?whence=&entity=' ||  {company.id} |'&custbody40='||{casenumber}

Note : Custbody40 is a custom field on the Sales Order with Free Form type that will hold the case number value
This will open a Sales Order from the Case Record and have the Customer Record populated with the originating case record.

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