Create Customer on Project
# ask-stanley-ai
m
Create Customer on Project
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems that the ability to create a project without a customer in NetSuite depends on whether you have the Advanced Projects feature enabled or not. If you have only Basic Projects, the menu doesn't show projects as standalone options - normally you would create a project from a customer. However, there is a workaround where you can create a project without a customer by manipulating the URL. When you create a project from a customer, the URL contains
&parent=xxxxx
being the ID of the customer. If you remove the
parent=xxxxx
, and just have
<https://xxxxxxxxxx.app.netsuite.com/app/accounting/project/project.nl>
, then the new project screen opens and customer is blank (and not mandatory). It should be noted that the project is a pseudo entity, but not a transactional entity (it won't be available to use for sales orders etc.). but you can use it to track time against the project if you have enabled time sheets. If you have Advanced Projects enabled, you should be able to select a subsidiary without selecting a customer in the project. If you are unable to do so, it might be due to a form issue, a workflow, or a script disabling the subsidiary. If you are unable to create a project from a customer record, it might be due to someone disabling the Projects feature in the Setup. If you do not have the Advanced Projects feature, you can create a standalone project by navigating to Custom Entry Forms and selecting the Standard Project Form or by importing a project record. There is no way to enter through the UI under Relationships - this is intended behavior. The expectation is you are associating a project with a customer when you do not have Advanced Project enabled. ****** 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: 0.8283692
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827819884
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827087462
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