Marc
05/13/2025, 11:21 PMCeligo AI
05/13/2025, 11:21 PMAI generated answer (using internal Slack threads):Based on the conversations, it appears that creating a Sales Order directly from a Project is not directly possible in NetSuite. The system is set up to create invoices from project records, but not Sales Orders. However, there is a workaround that might be useful. You can use the "Create Projects from Sales transactions" feature to link the project to the sales order if you have the advanced project PM enabled. This way, you can create a project directly from the sales order. As for associating a Sales Order with a Project, there is a 'job' field on the Sales Order that can be used. However, if you can't find it when creating a saved search, you might need to join to "Project Fields...". Please note that if you don’t have the project management feature on, the 'job' field is always linked with the customer record. ****** 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
05/13/2025, 11:21 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831821799
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825086713
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.821273208
Celigo AI
05/13/2025, 11:21 PM