Default Configuration for the Sales Order Tab
You can view the default configuration of the sales order tab using the Configuration Preview feature.
By default, the tab allows only one sales order to be created or shown on the mobile.
"max": 1,
When the sales order is created, it sets the task, case, customer, subsidiary, project, and asset on the body. If there's no project, only the customer is set.
"defaults": {
...
"customer": "${ event.customer }",
"project": "${ event.company == event.customer ? null : event.company }",
"custbody_nx_task": "${ event.crmtask }",
"custbody_nx_projecttask": "${ event.projecttask }",
"custbody_nx_case": "${ event.supportcase }",
"custbody_nx_asset": "${ event.asset }",
"subsidiary": "${ event.subsidiary }",
...
},
The default search filter shows sales orders that have the same project or task set on the body as the related task.
"filters": "${ event.company && event.company != event.customer ? ['job.internalid', 'anyof', event.company] : ['custbody_nx_task', 'anyof', event.crmtask || 0] }",
The lines on the sales order are set from the task or project task and are as follows : task or project task, technician's van or location, and the asset.
"task": {
"type": "hidden",
"value": "${ event.crmtask }",
"parent": "items"
},
"projecttask": {
"type": "hidden",
"value": "${ event.projecttask }",
"parent": "items"
},
"asset": {
"type": "hidden",
"value": "${ event.asset }",
"parent": "items"
},
By default, only lines added or created on the same task or project are editable on mobile. Item group types are also set to read-only.
"readonly": "formulatext:case when {item.type.id} like '%Group%' then 'T' when ({custcol_nx_task.id} = '${ event.internalid }' or {custcol_nx_projecttask.id} = '${ event.internalid }') then 'F' else 'T' end",
The sales order tab doesn't let users set rates for items. Rates and price levels are set automatically by NetSuite when it is created, so only the amount and total fields are shown.
Required Fields for the Sales Order Tab
The item and quantity fields are required for each row in the sales order table. A sales order can't be saved unless these fields are filled in for every row.
"item": {
...
"required": true,
...
},
"quantity": {
...
"required": true,
...
},