I know this isn't exactly what you need, but it is fully functioning and you can make customizations/pick-and-choose parts to use. It's a custom function I've used in the past to create a Sales Order from a Case Record. Best of luck!
/**
* case_createSOButton.js
* @NApiVersion 2.x
* @NScriptType ClientScript
*/
define (['N/record', 'N/currentRecord'],
function (record, currentRecord){
//NetSiuite requires the existence of 1 of their functions
function pageInit(context) {
var currentRecord = context.currentRecord;
}
//Button function to create a Sales order and indicate on the Case record the new Sales Order record
//in the UI on the Script record add this function name to the "Buttons" section
function createSO(){
log.audit('function started', 'Cases - Service Case CS createSO');
var caseRecord = currentRecord.get();
//if record is in create mode than do not allow creation of a Sales Order
//mode property is not available, so base it off of id properrty. ids dont exist until record is saved
var caseId = caseRecord.id;
if (!caseId){
alert('You cannot create a Sales Order while creating a new Case.\nPlease save the Case, then try again.');
return;
}
//if sales order already exists, do not allow creation of a new SO
var associatedSO = caseRecord.getValue({fieldId: 'custevent_case_associated_sales_orde'});
if (associatedSO){
alert('Cannot create a Sales Order since "Associated Sales Order" already exists.');
return;
}
//gather info from user
var memo = prompt("What's the reason for the charge?\nThe text below will be copied onto the Sales Order \"Memo\" field.");
//if user clicks cancel, do not continue
if (memo == null){
return;
}
var description = prompt("Enter a description for the Service Work Item.");
//if user clicks cancel, do not continue
if (description == null){
return;
}
var amount = prompt("Enter an amount for the Service Work Item.\nPlease only enter #s, no letters, decimal/cents optional.");
//if user clicks cancel or there's no # value found, do not continue
var hasNumber = /\d/; //validation for confirming the amount variable is a number
hasNumber = hasNumber.test(amount);
if (amount == null){
return;
}
if(hasNumber == false){
alert('No numbers found in entry, please try again.');
return;
}
alert('Please wait for the process to complete before closing this page.');
//declare static values
var customform = 199;
var subsidiary = 2;
var status = 3;
var specialist = 62736;
var channel = 181;
var totalKW = 0;
var lenderPoints = 0;
var today = new Date();
var itemId = 3566;
var lender = 10;
var loanProduct = 37;
//load customer to gather values
var entity = caseRecord.getValue({fieldId: 'company'});
var customerRec = record.load({type: record.Type.CUSTOMER, id: entity});
var location = customerRec.getValue({fieldId: 'custentity_customer_market'})|| null;
var job = caseRecord.getValue({fieldId: 'custevent_case_associated_project'});
//load associated project to gather values
var projectRec = record.load({type: record.Type.JOB, id: job});
var projectMgr = projectRec.getValue({fieldId: 'custentity_project_manager_customer'})|| null;
var engineer = projectRec.getValue({fieldId: 'custentity31'})|| null;
var installMgr = projectRec.getValue({fieldId: 'custentity_install_manager'})|| null;
var state = projectRec.getValue({fieldId: 'custentity_csegmarke'})|| null;
var region = projectRec.getValue({fieldId: 'custentity_cseg2'})|| null;
var market = projectRec.getValue({fieldId: 'custentity_cseg3'})|| null;
//create SO record, set values
var newSORec = record.create({type: record.Type.SALES_ORDER, isDynamic: true});
newSORec.setValue({fieldId: 'customform', value: customform, ignoreFieldChange: false});
newSORec.setValue({fieldId: 'entity', value: entity});
newSORec.setValue({fieldId: 'job', value: job});
newSORec.setValue({fieldId: 'custbody_sostatus', value: status});
newSORec.setValue({fieldId: 'custbody_total', value: totalKW});
newSORec.setValue({fieldId: 'custbody13', value: lenderPoints});
newSORec.setValue({fieldId: 'custbody_fundingissues', value: memo});
newSORec.setValue({fieldId: 'subsidiary', value: subsidiary});
newSORec.setValue({fieldId: 'custbody_finance_specialist', value: specialist});
newSORec.setValue({fieldId: 'saleseffectivedate', value: today});
newSORec.setValue({fieldId: 'custbody_cseglende', value: lender});
newSORec.setValue({fieldId: 'custbody_csegloan', value: loanProduct});
newSORec.setValue({fieldId: 'custbody_project_manager', value: projectMgr});
newSORec.setValue({fieldId: 'custbody_engineer', value: engineer});
newSORec.setValue({fieldId: 'custbody_installmgr', value: installMgr});
newSORec.setValue({fieldId: 'class', value: channel, forceSyncSourcing: true});
newSORec.setValue({fieldId: 'custbody_csegmarke', value: state, forceSyncSourcing: true});
newSORec.setValue({fieldId: 'custbody_cseg2', value: region, forceSyncSourcing: true});
newSORec.setValue({fieldId: 'custbody_cseg3', value: market, forceSyncSourcing: true});
newSORec.setValue({fieldId: 'location', value: location, forceSyncSourcing: true});
//set default line item(s)
newSORec.selectLine({sublistId: 'item', line: 0});
newSORec.setCurrentSublistValue({sublistId: 'item', fieldId: 'item', value: itemId, ignoreFieldChange: false});
newSORec.setCurrentSublistValue({sublistId: 'item', fieldId: 'description', value: description, ignoreFieldChange: false});
newSORec.setCurrentSublistValue({sublistId: 'item', fieldId: 'rate', value: parseInt(amount), ignoreFieldChange: false});
newSORec.commitLine({sublistId: 'item'});
//save new SO
var newSORecId = newSORec.save({enableSourcing: true, ignoreMandatoryFields: false});
//add SO Rec to Case
record.submitFields({
type: record.Type.SUPPORT_CASE,
id: caseRecord.id,
values: {
custevent_case_associated_sales_orde: newSORecId
},
options: {
//enableSourcing: false, //default is true
ignoreMandatoryFields : true //default is false
}
});
//alert user when SO is created and open in a new tab
alert("The new Sales Order will open in a new tab. \n*Reminder - to save this record if you've made changes.");
var url = 'https://1234567.app.netsuite.com/app/accounting/transactions/salesord.nl?id='+newSORecId
window.open(url, '_blank');
log.audit('function end', 'Cases - Service Case CS createSO');
}//end of create SO funciton
return {
pageInit: pageInit,
createSO: createSO
}
}
);
