I create a new custom sales order form. Why does it default when I go to enter a new sales order and ignore all current preferred logic?

AI 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. ****** When you create a new custom sales order form, it may default when you go to enter a new sales order and ignore all current preferred logic due to several reasons: 1. Shortcut or Link Issue: If you have any links or shortcuts worked into existing processes, these seem to take whatever custom form was initially selected, not the preferred one. You might need to delete the old shortcut and make a new one. 2. Role/Subsidiary Settings: The form needs to be specific to the subsidiary (OneWorld account) and default as the preferred form based on the user/role subsidiary. Ensure the roles have only the subsidiary form desired selected in the role permissions. 3. Workflow Settings: You can use workflows to set a default sales order form depending on the customer selected. For example, you can create a workflow using the after field edit action, with the condition of if customer X, then set field value custom form = Y. 4. Intercompany Sales Order Settings: If you are creating intercompany sales orders from the Manage Intercompany Sales Orders page, you might need to set forms to roles within subsidiaries. Workflows can also help to set or unset mandatory fields based on the user. Remember, these are general suggestions and the exact solution may vary depending on your specific NetSuite setup and requirements.