Auto Source Pull

AUTOSOURCE PULL


If your Netsuite instance has dependent  segment fields, each time a record is created or updated these fields need to be updated either though scripting or manually. This process can be time consuming . ITR Autosource pull can do the same with a one time setup reducing your workload to minimum.  AutoSource Pull Suite App provides a means to sourced segment fields on the header or on the sublist from one record to another without manual intervention.

FEATURES

The solution will automatically source segment fields – department, class and location from one record to multiple destination records.

According to the business requirements user can set up the AutoSource custom record for pulling the data from source record to the destination record.

Business can use this automation to pull the data from header as well as sublist fields.The solution will work on creation and updation of the destination record.

The Audit Log record is maintained to record the failure of the automation.

The Audit Log record shows the record Ids for source and destination records, time and error message for the failure.

HOW IT WORKS

Set up the AutoSource custom record with all the details to pull the data from source to destination record. Create or update the destination record. The solution will pull the data either to header or sublist segments of the destination record.

Your Key Benefits

Sourcing of the segments field will be easy from the source to destination record.

Each time the source record is  edited/created the destination record is updated.

Manual population of segment fields on the destination record is not needed.