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AI generated answer (using internal Slack threads):

Based on the conversations, setting up capacity planning or demand planning in NetSuite can be somewhat challenging due to the interdependencies. However, it's not impossible. Here are some suggestions: 1. Exclude/Include Specific Customers and Selling Channels: Unfortunately, the standard Demand Planning module in NetSuite may not provide the flexibility to exclude/include specific customers or selling channels directly. You might need to customize your demand planning process or consider a third-party solution that can cater to these specific needs. 2. Select where to pull location from (sales order, cash sale, or item fulfillment): This might also require customization or a third-party solution as the standard Demand Planning module may not provide this flexibility. 3. Estimated Annual Production Capacity: You can create a custom record whose parent is the customer/entity and store the production capacity in there. Then, create a custom field that has value sourced from a rollup saved search on the custom record. If you need to display the value in a single field, you can create a saved search with the subrecord as the base record of the search (not a Customer Saved Search), then use the

Customer fields...

to grab the customer and its related data. Remember to test your setup in a Sandbox environment first before implementing it in your live account. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******