I'm using NetSuite's Project Management module. I...
# ask-stanley-ai
m
I'm using NetSuite's Project Management module. Is it possible to populate the project in the entity field on certain transaction types? If so, which ones? Also, is there a setting that needs to be activated or a configuration that needs to be done to be able to do this?
c
AI generated answer (using internal Slack threads):
In NetSuite's Project Management module, it is possible to populate the project in the entity field on certain transaction types. However, this requires some configuration and customization. Firstly, you need to ensure that the Project Management feature is enabled in your NetSuite account. You can do this by navigating to Setup > Company > Enable Features > SuiteCloud > SuiteProjects. Please note that Project Management is a paid module in NetSuite. Once the feature is enabled, you can create a custom field that sources only projects and then use a workflow or script to populate the native field behind the scenes. This is because the transaction won't work without it. For example, if you want to have a "Customer:Job" (Project) field on a sales order, you would need to create a custom field that sources the job record and that would link to the appropriate customer from the job record itself. Please note that the configuration and customization required may vary depending on your specific use case and the transaction types you are working with. ****** 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: 0.86238122
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.860558271
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825183868
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