Wednesday, May 22, 2019

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.

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