Defining Conditions for Customer Credit Hold Field
You can define a workflow condition based on whether customers have credit holds placed on their accounts. The Hold field on the Financial subtab of a Customer record indicates the hold status. The methods to define the condition depend on whether the condition executes on a client or server trigger.
On a Client Trigger
For actions that execute on a client trigger, use the Condition Builder to create the following condition:
nlapiLookupField('customer',nvl(nullIfEmpty(nlapiGetFieldValue('entity')),-1),'credithold',false)=='ON'
On a Server Trigger
The Hold field does not directly exist in the NetSuite database. Instead, it is a combination of two fields: creditholdoverride and manualcredithold. The following table shows how NetSuite generates the value of the Hold field:
|
Hold Field Value |
creditholdoverride Value |
manualcredithold Value |
|---|---|---|
|
Auto |
F |
F |
|
On |
F |
T |
|
Off |
T |
F |
For conditions on workflow initiation, actions, and transitions, use the following formula with the mapping from the previous table for the condition. For example, to check that the Hold field is On:
{company.creditholdoverride}='F' and {company.manualcredithold}='T'