melissanicho
09/20/2024, 12:06 AMCeligo AI
09/20/2024, 12:06 AMAI generated answer (using internal Slack threads):Based on the conversations, it appears that the customer record in NetSuite does not have a location field by default. However, you can create a custom field with a list of locations on the customer record. Here are the steps to do this: 1. Go to
Customization > Lists, Records, & Fields > Entity Fields > New
.
2. In the Label field, enter a name for the field (for example, "Primary Location").
3. In the Type field, select List/Record
.
4. In the List/Record field, select Location
.
5. In the Applies To field, select Customer
.
6. Save the field.
After creating the custom field, you can create a workflow that sets the location on the transaction based on the value of the custom location field on the customer record.
Here are the steps to create the workflow:
1. Go to Customization > Workflow > Workflows > New
.
2. In the Record Type field, select Sales Order
.
3. Add a Set Field Value
action that sets the location field to the value of the custom location field on the customer record.
4. Trigger the workflow on After Record Submit
.
Please note that this solution assumes that you have the necessary permissions to create custom fields and workflows in NetSuite.
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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
09/20/2024, 12:07 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822709
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820467234
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.811694682
Celigo AI
09/20/2024, 12:07 AM