is there something in the customer record that i c...
# ask-stanley-ai
m
is there something in the customer record that i could allocate a primary location?
c
AI 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. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack 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
Please provide your feedback on this answer.