i need to create with a customer, but dont want to...
# ask-stanley-ai
v
i need to create with a customer, but dont want to see projects or vendors in the list of customers
c
AI generated answer (using internal Slack threads):
To create a customer without seeing projects or vendors in the list, you can use the concept of source filtering in NetSuite. This allows you to control what data is available for selection in a custom field based on the value of another field. Here are the steps you can follow: 1. Create a custom field for the customer record. 2. In the custom field definition, go to the 'Source Filtering' subtab. 3. Set the 'Source List' to 'Customer', and leave the 'Source From' and 'Filter By' fields blank. This will ensure that only customer records are available for selection in this field. Please note that this will not prevent users from manually entering a project or vendor in the field, but it will limit the available selections in the dropdown list to customers only. Also, if you want to restrict access to certain vendors for certain roles or employees, you can use the "category" field located under Setup > Accounting > Accounting Lists > New > Vendor Category and have each vendor record defined as either "factories" or "services". Then create searches for each role accordingly. ****** 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: 0.82133919
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81122452
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.805228293
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