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I am trying to create a workflow please see below example For Instance, a user assigned to two regions i.e., Australia and Newzealand then user need to invoice Australian sales order then netsuite should pick up the AU-Invoice form. Could you please help me to solve this issue.

Harry.c
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Each Role can have a "Preferred Form" for each Transaction type, so for all of your Australian Roles, you would set the AU-Sales Order form as Preferred. To do this, go into the customization of the AU-Sales Order form and look at the "Roles" tab. Mark the form as Preferred for all applicable Roles.

Next check out the "Linked Forms" tab; this tab lets you define the flow of forms that will be used automatically as the transaction progresses.

Repeat for any of the other regions you have.

erictgrubaugh
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  • Thank you for helping me out eric. But my user is assigned two regions. Is there any way can I put a workflow rule to trigger the specific region if the user is invoicing for that region. Could you please help me out to sort the issue. – Harry.c Apr 22 '17 at 11:42
  • Thank you for helping me out eric. But my user is assigned to two regions. Is there any way for me to put a workflow rule to trigger the invoice form of the particular region that user is logged into. – Harry.c Apr 22 '17 at 12:36
  • How do you determine which region they're logged in to? – erictgrubaugh Apr 22 '17 at 14:07
  • Hi eric, system automatically does it. I believe it does based on subsidiary. Could you please help me out figure it out? – Harry.c Apr 23 '17 at 22:36
  • Thank you Eric. I have fixed this issue. Thank you so much for your time. Now I have another issue – Harry.c Apr 24 '17 at 05:29
  • I want to create a workflow which should trigger the subsidiary invoice form when i try to invoice a order. – Harry.c Apr 24 '17 at 05:30
  • For instance, i have AU-AUD, AU-USD, NZ-NZD, NZ- USD, then if a reseller is from AU, then I need a workflow to pick the AU invoice form. Could you please help me out to sort this issue – Harry.c Apr 24 '17 at 05:32