What would be the best way to implement this reque...
# administratione
Emily S
03/05/2024, 3:04 PMWhat would be the best way to implement this request from my users? They would like a custom field on customer records that indicates their estimated annual production capacity (integer number). They would also like to be able to run reports to compare previous annual production capacity to the current year's. This is not sourced from any data in Netsuite, it would be manually entered.
Right now we have separate fields for each year: productioncapacity2021, productioncapacity2022, productioncapacity2023... This is a nightmare to maintain though, I have to keep a list of searches and reports that use the fields and manually update them every year to point to the newest field.
Emily S
03/05/2024, 3:06 PMMy best idea right now is to make a custom record whose parent is the customer/entity, store the production capacity in there, and then make a custom field that has value sourced from a rollup saved search on the custom record. That sounds like overkill though.
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Edgar Valdes
03/05/2024, 3:23 PMSeparated custom record, with year, customer and Production Capacity number. Set the customer as the parent record.
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Emily S
03/05/2024, 3:30 PM@Edgar Valdes they really really really want the value displayed in a single field though, sublists or sub-records are "too much work". If I have a subrecord I can't seem to pull the current year's capacity field into a summary search field
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Edgar Valdes
03/05/2024, 3:37 PMYou can create the saved search with the subrecord as the base record of the search (not a Customer Saved Search), then use the
Customer fields...💡 1
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Emily S
03/05/2024, 3:41 PMWonderful I'll try that!
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