ANS-0316 · CUSTOM FIELDS, RECORDS & FORMS
How to Source a Field Two Levels Deep on a NetSuite Transaction
Learn how to configure custom fields to retrieve data from a customer's parent record, and then from that parent's parent, directly onto a transaction.
Short answer
To source a field two levels deep in NetSuite, first create a custom transaction field that sources the immediate parent record. Then, create a second custom transaction field that sources a value from the first custom field, effectively pulling data from the grandparent record onto the transaction.
Scenario
NetSuite users often encounter scenarios where they need to display information from a record that is two levels removed from the primary record on a transaction. For instance, a transaction might be linked to a customer, but the required data resides on that customer's parent record, or even the parent of that parent.
Solution
To source a field two levels deep on a NetSuite transaction, follow these steps:
Create a custom transaction field that sources the Customer's Parent record. This field should be configured as 'sourcing and not stored'.
Utilize the value from this newly created Customer's Parent field to source the desired field from the Customer's Parent's parent record. This effectively pulls the value from two levels deep.
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