Quentin CHURET
09/16/2024, 4:06 PMCeligo AI
09/16/2024, 4:07 PMAI generated answer (using internal Slack threads):Yes, it is possible to add a Custom Transaction Body Field to an Estimate in NetSuite. You can do this by navigating to the Customization menu, then Lists, Records, & Fields, and finally Transaction Body Fields. From there, you can create a new custom field and apply it to the Estimate record type. In the context of sourcing data from another field, you can use the Sourcing and Filtering tab in the custom field setup. This allows you to source data from another field based on certain conditions. For example, if you have a custom field on the Customer record that you want to display on the Estimate, you can set the Source List to 'Entity' and the Source From to your custom field. However, please note that the value will only be sourced when the related field (in this case, the 'entity' field) on the Estimate is set. If the related field is not set, the custom transaction body field will be blank. Also, keep in mind that the type of the custom field should match the type of the field you are sourcing from. For example, if you are sourcing from a text area field, your custom field should also be a text area. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
09/16/2024, 4:07 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
09/16/2024, 4:07 PM