how to create a workflow that creates a deposit on...
# ask-stanley-ai
a
how to create a workflow that creates a deposit on creation of sales orders?
c
AI generated answer (using internal Slack threads):
To create a workflow that creates a deposit on the creation of sales orders, you can follow these steps: 1. Create a new workflow in NetSuite. Set the record type to 'Sales Order' and trigger type to 'After Record Submit'. 2. Add a new 'State' to the workflow. 3. In the new state, add a new 'Action'. Set the action type to 'Create Record'. 4. In the 'Parameters' section of the action, set the 'Record Type' to 'Customer Deposit'. 5. Map the necessary fields from the Sales Order to the Customer Deposit. For example, you might want to map the 'Customer' field from the Sales Order to the 'Customer' field on the Customer Deposit. 6. Save the workflow and activate it. Now, whenever a Sales Order is created, the workflow will automatically create a Customer Deposit. Please note that this is a basic example and you might need to adjust it to fit your specific needs. For example, you might want to add conditions to the workflow to only create a deposit for certain types of sales orders, or you might want to map additional fields between the Sales Order and the Customer Deposit. ****** 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: 0.854293108
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848041713
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848041058
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