Set Default Location for New Quotes/Estimates Using Workflow

To set a default Location when creating new quotes or estimatesin NetSuite, create a custom workflow using the steps below:

1. Navigate to Customization > Scripting > Workflows> New and set the following:

• Name = <provide a workflow title>
• Record Type = Transaction
• Subtypes = Estimate
• Event Definition = On Create
• Execute as Admin = T
• Release Status = Released

2. Click Save.

3. Click State 1.

4. Click New Action.

5. For Type, select Set Field Value.

6. Set the following:

• Trigger On = Entry
• Field = Location (Main)
• Static Value = T
• Selection = <select the desired default Location>

7. Click Save.