Friday, January 4, 2019

Automatically set an Opportunities' Expected Close date to 30 days from now using Script

Set an Opportunities' Expected Close date to 30 days from now using Script

1. Open a Script Editor and enter the following and save as SetExpectedClose.js:

var pageInit = function(){

 var daysFromNow = 30; // change to how many days from now according to your preference

 nlapiSetFieldValue('expectedclosedate', nlapiDateToString(nlapiAddDays(nlapiStringToDate(nlapiGetFieldValue('expectedclosedate')), daysFromNow)));

}

2. Upload Script to NetSuite's File Cabinet

3. Create SuiteScript Record. Customization > Scripting > Scripts > New > Client

4. Enter Descriptive Name
   -- Scripts > Script File: SetExpectedClose.js
   -- Scripts > Page Init Function: pageInit
   -- Scripts > Deployments
      -- Applies To: Opportunity, Deployed: Yes, Status: Released

5. Save SuiteScript Record

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