RE: Passing Class and Location from Sales Order to Contract Item

Trying to pass the Class and Location from a line item on a Sales Order to the corresponding Contract Item, then to the corresponding Renewal Contract Item. Does this need to be done with a custom field? Some of our items do not have a default Class or Location.

NetForce Rookie Asked on September 18, 2019 in Order Management.
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This actually is possible, it’s native NetSuite functionality. Look up “Renewal Tran Form Mapping,” this allows you to map fields from a Sales order to a contract (or contract items), which will then flow onto subsequent renewals. We use it exactly how you’re describing, for Item Location & Class when we want to overwrite the defaults set at the item record.

Rookie Answered on March 2, 2020.

Thanks SalesSuite! I’ll look into this.

on March 2, 2020.
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