Greg
04/01/2025, 10:29 AMCeligo AI
04/01/2025, 10:29 AMAI generated answer (using internal Slack threads):Yes, a transaction in NetSuite can have both a customer and a project associated with it. The customer is typically linked to the transaction when it is created, and the project can be associated with the transaction as well. However, once a transaction is linked to a project, the customer associated with that project cannot be changed. This is standard functionality in NetSuite. If you need to change the customer associated with a project that already has transactions, the workaround would be to create a new project with the correct customer and update the transaction records accordingly. This could be done via CSV import, mass update, scripting, etc. In the case of a customer deposit that was recorded with a project, and you have an invoice but no project, you can post the deposit to the invoice by going to Transactions > Customers > Accept Customer Payments. You will see a dot next to Deposits on the Apply subtab. ****** 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
04/01/2025, 10:29 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.856247
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836186588
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825050235
Celigo AI
04/01/2025, 10:29 AM