I am having a process, that from Opportunity recor...
# ask-stanley-ai
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I am having a process, that from Opportunity record, there is a Button activated by Workflow, that create Project and associate the Opportunity to the Project. Button called "Create Workflow". in the Workflow, i mapped fields that will be copied from Opportunity to Project. one of the field called "Currency". we are using Multi currency, and customer have USD as primary currency and EUR for the additional currencies. the opportunity is created with EUR and when i am creating the Project, it gets the USD and not the EUR and i am getting error - CREATERECORD: Project (JOB) [Error: Action execution FAILED: Invalid currency reference key 9 for subsidiary 2.] Action execution FAILED: Invalid currency reference key 9 for subsidiary 2. - but the customer have 2 currencies as i said and there is no setup in the subsidiary it self to allow additional currencies, also base currency
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AI generated answer (using internal Slack threads):
Based on the conversations, it seems like you're encountering an issue with the currency field when creating a Project from an Opportunity using a workflow. The error message indicates that the currency reference key is invalid for the subsidiary. In NetSuite, the currency of a record is typically determined by the subsidiary associated with that record. If the subsidiary is set to use USD as its primary currency, then any new records created under that subsidiary will default to USD. However, in your case, you're trying to create a Project with EUR as its currency, even though the Opportunity is created with USD as its primary currency. This is likely causing the error, as the system is trying to assign a currency that is not valid for the subsidiary. One possible solution could be to add EUR as an additional currency to the subsidiary. This can be done by going to the subsidiary record and adding EUR to the currency sublist. This will allow the subsidiary to handle transactions in both USD and EUR. Another solution could be to adjust your workflow to set the currency of the Project to match the currency of the Opportunity. This could be done using a
set field value
action in the workflow to set the currency of the Project to the currency of the Opportunity. Please note that these solutions are based on the information provided and may not fully resolve your issue. If the problem persists, you may need to further investigate the configuration of your workflow and the settings of your subsidiary and currency records. ****** 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: 0.853027344
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846374512
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844726562
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