Marc
07/29/2025, 2:43 PMCeligo AI
07/29/2025, 2:43 PMAI generated answer (using internal Slack threads):Based on the conversations provided, your explanation about the "Sales Rep" checkbox on the employee record in NetSuite seems to be correct. Here are some additional details: - The "Sales Rep" checkbox is used to determine if an employee can be assigned as a Sales Rep on future transactions such as Sales Orders, Opportunities, Invoices, etc. - If the checkbox is unchecked, the employee will not be available for selection as a Sales Rep on new transactions. They will also be removed from dropdowns and reports that are filtered by active sales reps. - Existing transactions will retain the originally assigned Sales Rep, even if the employee later loses their Sales Rep status. Historical reports will still include them, unless filters explicitly exclude inactive or unassigned reps. In addition to this, it's important to note that the "Sales Rep" checkbox might be replaced by "Sales Roles" if the "Team Selling" feature is enabled in your NetSuite account. This feature allows you to create sales teams and use those for making assignments. ****** 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
07/29/2025, 2:43 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.863194883
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842719853
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842116177
Celigo AI
07/29/2025, 2:43 PM