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}
This will open a Sales Order from the Case Record and have the Customer Record populated with the originating case record.
No comments:
Post a Comment