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