Discussions
Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Explore new breakthroughs, sharpen your skills, and connect with experts who are shaping what’s next. Experience bold keynotes, interactive learning, and connections that span the global NetSuite community. Discover what's next at SuiteConnect Tour 2026.
We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Default Partner into Customer based on Sales Rep
We allocate our sales reps based on post coding rules which generates the territory and the sales rep when the lead/prospect/customer record is first saved.
What we would like to do is also default a partner into the customer record at the same time. We have the default partner stored in a custom field in each sales rep employee record, so we have access to the data. We may want to override this default partner in the customer record later on.
Question is, do we need a script to carry out this initial defaulting of the partner into the customer record once the sales rep is determined from the post code and if so which custom code function should we apply the code to, or is there another way to default this information in only when the partner field has not been initially entered?