I'm trying to add the native Sales Rep field to ou...
# generalb
Betsy Barefoot
12/05/2024, 7:43 PMI'm trying to add the native Sales Rep field to our Item Fulfillment record, but it's not showing up as an available field. Is there a way to get it on a Fulfillment record without creating a custom field for it? I thought it would be available since Item Fulfillment is a transaction record, and it's available on other transactions. Thanks!
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Tim Chapman
12/05/2024, 9:06 PMWhy not a custom field?
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Betsy Barefoot
12/05/2024, 9:26 PMMostly because it seems unnecessary to create a custom transaction field for something that is available as a transaction field. And we have so many custom fields.
We do have a custom field for sales rep email, and I added that field to the Fulfillment form for now. It's really just in case Ops has a question for the rep.
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Aaron McCausland
12/05/2024, 9:28 PMWould it make sense to have a custom field that just looks up the Sales Rep of the transaction the Item Fulfillment was created from?
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Betsy Barefoot
12/05/2024, 9:42 PMIf we need to, yes. Thanks.
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Aaron McCausland
12/05/2024, 9:45 PMI couldn't find out why Sales Rep doesn't appear on Item Fulfillments either, even though it's a Transaction field. I wonder, if it were a custom field, would it be as if we'd not checked the Apply To box for Item Fulfillments on it? Maybe that's like what NetSuite did. But I don't know why.
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Betsy Barefoot
12/05/2024, 9:48 PMTo me it doesn't make sense that it's not available.
I found this from a couple of years ago.
https://community.oracle.com/netsuite/english/discussion/4474176/display-sales-reps-sales-team-on-item-fulfillment
Betsy Barefoot
12/05/2024, 9:50 PMI'm extra sensitive right now because one of my fellow admins just created a custom "mobile phone" filed for the contact record. When not only is there a delivered field, it's already on our contact form. Just on a subtab instead of Main. 🙄
At least it was only in sandbox.
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Aaron McCausland
12/05/2024, 9:54 PMThat one reply on the NS Community with the red rectangles screenshots is exactly what I was thinking of to work around this problem.
Oh no lol 🙂 how long did people use that custom mobile phone field before it was discovered as a duplicate?
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Betsy Barefoot
12/05/2024, 9:58 PMYeah, I'll probably end up doing that on the Fulfillment record.
No one used the field - it was just in sandbox. I caught it in time. The ticket she was working from even said there was a native field and to move it from the Address sublist to main. 🤷♀️
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Aaron McCausland
12/05/2024, 10:05 PM🤷♂️
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mesper
12/11/2024, 9:05 AMin searches or queries, you can do a COALESCE(employee,createdfrom.employee)
If you don't wanna create a custom field (terrible solution)
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Betsy Barefoot
12/11/2024, 6:34 PM@mesper - thanks for the tip!
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Aaron McCausland
12/13/2024, 11:10 PMThat's a good idea, @mesper
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