Simon
03/18/2025, 8:45 PMCeligo AI
03/18/2025, 8:45 PMAI generated answer (using internal Slack threads):To prevent parent customers from setting options or viewing child customer transactions, you can use a combination of SuiteScript and workflows. Here are some strategies that were discussed in the threads: 1. Change the form based on the selected customer: You can create a script or workflow that changes the form based on the selected customer. The form would have any elements you wanted hidden on it. 2. Mark the parent as inactive: This would prevent the ability to add them to a transaction. However, this would also affect the ability to receive payments on the parent. 3. Workflow before record save: You can create a workflow that runs before record save and pops up a warning if the customer is a parent. 4. Custom checkbox field: You can add a custom checkbox field "available for sales order" or something similar, and source it from the customer onto the transaction. If the checkbox is not checked, you can start throwing errors. Remember, these are just strategies and you might need to adjust them according to your specific requirements. ****** 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
03/18/2025, 8:45 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823001742
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808972597
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808107734
Celigo AI
03/18/2025, 8:45 PM