Scenario:
Create a new customer in NetSuite with the name “Walking Customer KM” for the Cash sale form and populate the customer name in the form for cash sale for the role “KM Role“.Change the value for the field location from “Corniche” to “Km-Yallatoys_MOQ“
Solution
First, create a new customer in Netsuite.
Go to List> Relationships> Customers> New
To auto-filled the customer name in the cash sales form, we set up a workflow.
Go to Customization> Workflow> Workflow new
Enter workflow namea nd select record type as transaction and save.
Click the new state and create a new in the work flow.
Click the new action button and set the new action type as set filed value.
Trigger on – Entry
In the parameters tab select filed as customer and under the selection field select the customer ID and save the record.
Similarly create a new action for location and class.
For setting the display type as disaled, click new action button and select the set field display type.
Under the parameter tab select body, select field as customer and set display type as disabled and save.
Similary do the same for the location and class display and save.
To set the condition in the workflow under the event definition tick the on create.
Set workflow condition as user role KM Role and custom form Cash sales and save.
