Punchout - Custom Address Deliver To Line for Punchout Orders
Note: The instructions covered in this document require system admin access to NetSuite and should only be performed by an authorized user familiar with the account.
The following method can be used to override the "Deliver To" line on shipping addresses for Punchout Orders.
Manually setting on Individual Orders
For an individual purchase order, the Deliver To line can be overridden by setting a value in the following transaction field under the Punchout tab. When the order is transmitted to the supplier, instead of the value in the location address under the attention line, the value specified in the "Punchout Shipping Delivery To" field will be used.
Defaulting on All Punchout Orders
To automate this process a NetSuite Workflow can be used:
First create a new workflow in NetSuite and set the record type to Transaction and the Sub Type to Purchase Order.
The workflow should run on create or on update and the trigger type should be set to "Before Record Submit"
Lastly, the condition for the workflow should be limited to only Punchout orders and orders where the "Punchout Shipping Deliver To" field is blank.
Once the workflow has been saved, you can add a single action to set a field value in the first state in the workflow.
Using the Set Field Value action, the "Punchout Shipping Deliver To" field can be set to any value desired such as the Employee name or by using a formula.
Example to set the "Deliver To" value to be the employee name:
A formula can also be used to set the value: