Partner Referral Tracking Workflow Action

Purpose

This script supports customer credit recheck for Purchase Requisition records. It reads setup fields, applies validation, and updates process status when records meet the configured conditions.

Behavior

• Reads the current record and related configuration fields.
• Validates the record against the process rules documented on this page.
• Updates status, queue, or review fields used by saved searches and workflows.
• Logs skipped records with enough detail for support review.

Runtime and deployment

Area	Setting
Script type	Workflow Action Script
Deployed to	Purchase Requisition
Status	Released
Log level	Audit

Operational notes

• Review linked fields and searches before changing this script.
• Test with a small set of records before enabling broad changes.
• Check execution logs after deployment changes.

CSDocs Script Source

/**
 * @NApiVersion 1.0
 * @NScriptType WorkflowActionScript
 * @author Morgan Ellis
 */
define(["N/record", "N/search", "N/log"], function (record, search, log) {
  function customerCreditRecheck(context) {
    var recordType = "purchaserequisition"
    var project = "Partner Referral Tracking"
    log.audit({ title: project, details: "Demo processing for " + recordType })
    return true
  }
  return {
    execute: customerCreditRecheck,
    beforeSubmit: customerCreditRecheck,
    onRequest: customerCreditRecheck,
  }
})

Related configuration

This object references:

• Partner Referral Tracking - connected through the customer credit recheck process.
• purchase-requisition - connected through the customer credit recheck process.

Technical reference

Record identity

Item	Value
Record name	Partner Referral Tracking Workflow Action
Script ID	customscript_demo_customer_credit_recheck_workflow_action_08
Object type	Workflow Action Script
Source XML	Objects/customscript_demo_customer_credit_recheck_workflow_action_08.xml

Project assignment

Item	Value
Primary project	Partner Referral Tracking
Record types	Purchase Requisition