Levi Pruss
08/11/2025, 7:23 PMCeligo AI
08/11/2025, 7:23 PMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To change the salesrep field on Sales Orders (SOs) to point to the partner instead of the employee list, you can use a workflow or a script. However, it seems from the first thread that you're encountering an issue where the partner field is being unset after being set to the desired value. This could be due to another workflow, script, or process that is running after your workflow and clearing the field. Unfortunately, without more information about your NetSuite setup, it's hard to provide a definitive solution. You might want to investigate any other workflows, scripts, or SuiteApps that interact with the sales order record and the partner field. Tools like Strongpoint's Flashlight can help you document and understand the connections between different customizations in your NetSuite account. As for the issue mentioned in the second thread about linking "Replacement" SOs to the original SO, it seems like you're having trouble with a custom field. If you want to be able to type in the SO number and have it search, you might need to adjust the settings of your custom field. One suggestion from the thread is to type a percent sign (%) before the Sales Order number to avoid having to type "Sales Order" each time. In the third thread, it's mentioned that when Team Selling is enabled, the Sales Rep field is replaced by a sublist where you can add one or more sales reps. This is expected behavior and might be something to consider in your setup if you're using Team Selling. Remember to test any changes in a sandbox environment before deploying them to your live account to avoid any unintended consequences.
Celigo AI
08/11/2025, 7:24 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834311426
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81428355
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.809868336
Celigo AI
08/11/2025, 7:24 PM