Looking for some help regarding preventing transac...
# suiteflowa
akimns
01/29/2020, 11:46 PMLooking for some help regarding preventing transactions on a parent customer. We are adopting a parent-subcustomer structure and I want to prevent transactions to be entered on the parent. Can this be done via a workflow where it does not lock the entire parent customer record?
r
Rebecca
01/30/2020, 2:47 PMCan you just mark the parent as inactive? That would prevent the ability to add them to a transaction.
a
akimns
01/30/2020, 8:18 PMWould that effect the ability to receive payments on the parent?
r
Rebecca
01/30/2020, 9:37 PMYes it would.
Rebecca
01/30/2020, 9:37 PMNext option is a WorkFlow that runs before record save and pops up a warning if the customer is a parent.
a
akimns
01/31/2020, 12:25 AMThat could work, appreciate the help
k
KevinJ of Kansas
01/31/2020, 5:40 PMI'd probably add a custom checkbox field "available for sales order" or something like that - and source it from the customer onto the transaction and start throwing errors.
KevinJ of Kansas
01/31/2020, 5:40 PM(instead of trying to dynamically determine if the record is a parent- i.e. 3 level parent/child)
a
akimns
02/03/2020, 6:21 PMThanks Kevin, that actually is a good idea.
akimns
02/19/2020, 12:48 AM@KevinJ of Kansas Working on this solution with the checkbox on the sales order and it is not sourcing the value from the checkbox on the customer. Any reason as to why it's not sourcing the checkbox?
akimns
02/19/2020, 1:09 AMNevermind, I have a weird instance where the source list: Customer appears twice. I ended up choosing the second one and it appears to be working.
k
KevinJ of Kansas
02/19/2020, 3:39 AMYou know what? I had that same exact problem a few months ago - I wonder if this was my issue. I never figured it out.
a
akimns
02/19/2020, 7:11 PMStrange netsuite things.
2 Views