Aaron McCausland
10/30/2024, 5:48 PMCeligo AI
10/30/2024, 5:49 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that there are a few ways to limit which items are available to specific customers in NetSuite: 1. Custom Form and Saved Search: You can create a custom form for the customer role and use saved search criteria to limit the list of items they can see. This would require creating a unique saved search and custom form combination for each unique scenario or customer. 2. Scripting: Another way is through scripting. You can hide or move the native item field and create a custom field sourced from the item list but with specific criteria. When the user selects the custom field, it copies to the hidden native field and native NetSuite takes over from there. 3. Workflow: You can also use a workflow to set the form based on the customer selected. This would require creating a sales order form for items that don’t have any restrictions and then another sales order form that includes the unrestricted items and the items for the specific customer. 4. Personalized Catalog Views: This feature is available for SuiteCommerce and allows you to make items exclusive to certain customers. However, it's not clear if this feature is available outside of SuiteCommerce. 5. Item Filter Field: If you customize the sales order form or the purchase order form and go to Sublist fields, you'll see an item filter field. This can be used to restrict the items that show up on a transaction. ****** 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
10/30/2024, 5:49 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839211941
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833957314
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832077
Celigo AI
10/30/2024, 5:49 PMAaron McCausland
10/30/2024, 6:03 PMCeligo AI
10/30/2024, 7:31 PM