In order to retreive the role of sales rep from employee record for a transaction search, the exact join would be difficult to get. Try like {salesrep.role} or {salesrep.roleid} . This may or maynot be as in your NetSuite. Such fields are not available under the drop down list . Sample: Under results tab of… Continue reading Salesrep role in transaction saved search
Tag: Sales Rep role
Associating Employees with Transactions and Customer Records in NetSuite
Request: How can I associate an employee with transactions and customer records in NetSuite? Solution: NetSuite provides the flexibility to associate employees with transactions and customer records, allowing you to track sales activities, assign responsibilities, and manage sales-related functions effectively. To achieve this, you can follow one of the following methods based on your usage… Continue reading Associating Employees with Transactions and Customer Records in NetSuite