We currently have 3 locations set up in our netsuite and when a customer is entered on a sales order the location automatically sets to our main location. How can I set a specific customer's sales orders to create for our 2nd location?
I feel like this is such a simple solution / dumb question, thank you for your patience with my ignorance!
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Marc
10/17/2023, 8:01 PM
On your customer you can define a location
Then, when you create your SO, the location is that defined from the customer
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Kendra Borkholder
10/18/2023, 11:35 AM
I thought so too but I do not see any “location” on the customer record , only subsidiary =/ where do I define this?
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Marc
10/18/2023, 11:37 AM
Maybe customize customer form and show location
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Kendra Borkholder
10/18/2023, 11:38 AM
I don’t see it anywhere to show on the form hmmm
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Marc
10/18/2023, 12:28 PM
Maybe location it’s just for employee , transactions
Create a custom field with list = location on the customer record
And create WF > set field value on after record submit
Location = custom location field