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Problem:
Need to enforce that a Service Rep Employee is selected on orders for all item lines that are Professional Services items.
Solution:
Use a combination of custom fields, list filtering and SuiteScript to enforce that service rep is selected on the appropriate item lines.
Add item checkbox custom field to identify which items are service items.
Add employee checkbox custom field to identify which employees are ProServ employees.
Add two transaction column custom fields:
Service Item, which sources the value of the Service Item Checkbox from the item record, when an item is selected on the order. When not testing, you should disable this field on the form, so that its value that is sourced from the item record cannot be tampered with.
Service Rep, which is an List/Record field of type employee, that is filtered to only those employees that have the custom checkbox Is Service Rep checked in their employee record. The filtering setup is performed on the custom field’s defn, under the Sourcing and Filtering subtab.
validate Service Rep
• prevents you from adding a service line item without specifying the service rep employee
• script: sampleValidateLine
• prerequisites:
o add entity custom field: Service Rep • Type: Checkbox
• Display Type: Normal
• ID: _service_rep
• Applies To: Employees
• Note: need to assign Service Rep checkbox to several employees.
o add item custom field: Service Item
• Type: Checkbox
• Subtab: Basic
• Applies To: Service
• ID: _service_item
• Note: need to assign Service Item checkbox to all service items.
o add transaction column custom field: Service Rep
• Type: List/Record
• List/Record: Employee
• Display Type: Normal
• ID: _service_rep
• Applies To: Sale
• Filter Using: Service Rep
• Is Checked: True
• code: sampleValidateLine
Contributor: NetSuite Product Management
Contributor Overview:
Website: http://www.netsuite.com
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