Can i Create a workflow that automatically creates...
# ask-stanley-ai
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Can i Create a workflow that automatically creates a Customer Deposit on creation of the sales order? How?
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AI generated answer (using internal Slack threads):
Yes, you can create a workflow that automatically creates a Customer Deposit on the creation of a Sales Order. Here's a high-level overview of how you can achieve this: 1. Create a new workflow in NetSuite with the record type set to Sales Order. 2. Set the trigger type to 'After Record Submit'. 3. Add a new action to the workflow. The action type should be 'Create Record'. 4. Set the record type of the action to 'Customer Deposit'. 5. Map the fields from the Sales Order to the Customer Deposit as needed. For example, you might want to map the customer, sales order number, and deposit amount. Please note that this is a high-level overview and the exact steps might vary based on your specific requirements and NetSuite setup. Also, keep in mind that workflows have limitations and might not be suitable for all use cases. For complex scenarios, you might need to use SuiteScript instead. ****** 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: 0.857191
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.852028549
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.85089
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