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.
Rookie Asked on September 18, 2019 in Order Management.
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.
on March 2, 2020.
Thanks SalesSuite! I’ll look into this.