Andrew Bruce
09/20/2024, 6:39 PMCeligo AI
09/20/2024, 6:39 PMAI generated answer (using internal Slack threads):To add a new custom segment to project profitability in NetSuite, you can follow these steps: 1. Navigate to
Customization -> Lists, Records, & Fields -> Custom Segments -> New
.
2. Fill in the necessary details for your custom segment. Make sure to select the Store Value
checkbox if you want the segment to store historical data.
3. In the Applies To
tab, select the record types where you want the custom segment to appear. For project profitability, you might want to select Transaction
.
4. In the Roles
tab, select the roles that should have access to this custom segment.
5. Save the custom segment.
Once the custom segment is created, you can add it to your forms:
1. Navigate to Customization -> Forms -> Transaction Forms
.
2. Edit the form where you want to add the custom segment.
3. In the Screen Fields
subtab, you should see your custom segment. You can select it to add it to the form.
Remember, the custom segment should flow onto following transactions as long as it is applied and displayed properly.
******
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, 6:39 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.811567545
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81023705
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.806259692
Celigo AI
09/20/2024, 6:39 PM