ANS-0749 · CUSTOM FIELDS, RECORDS & FORMS
How to Display the ‘Created From’ Quote on a NetSuite Invoice
To improve traceability, configure NetSuite invoice transaction body fields to display the originating quote.
Short answer
To display the originating quote on a NetSuite invoice, adjust the transaction body field's source list. Configure the field to source directly from the 'Created From' field, instead of the sales order. This ensures the invoice accurately reflects the initial quote, improving data accuracy and traceability.
Scenario
NetSuite users often need to display the original quote from which an invoice was created directly on the invoice itself. By default, transaction body fields might source information from the sales order, leading to a lack of direct visibility to the initial quote document. This scenario requires a configuration adjustment to ensure accurate data presentation and improved traceability for financial documents.
Solution
To display the originating quote on a NetSuite invoice, configure the relevant transaction body field's sourcing. The field should be set to source from 'Created From' instead of 'Sales Order' on the transaction body field/source list.
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