Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Make Your Voice Heard: What Tech & ERP Topics Should We Explore in our Next Webinar?? We’re all ears! Vote now, and the poll runs until January. Poll for ERP | Poll for Tech.
NetSuite Support Community Holiday Schedule

It’s that time of the year again! As we embrace the holiday cheer, we want to share an important announcement regarding our holiday schedule. Our dedicated team of NetSuite Support Gurus will be taking a short break to recharge during the holidays, from December 24, 2024, to January 1, 2025. We’ll be back in full swing, ready to assist you on January 2nd. During the break, feel free to explore the wealth of NetSuite resources on our platform.

As we celebrate the season's joys, we are incredibly grateful for your ongoing support and engagement. Have a fantastic holiday break, and let's gear up for an incredible 2025!
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.

Here are some examples to get your creative juices flowing.

"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"

Lock ability to change 'Sales Rep' after it's set?

edited Dec 3, 2019 11:47AM in SuiteCloud / Customization 4 comments

We have an issue where a salesperson can edit a customer record and change the sales rep field to themselves, effectively hijacking the customer.

The obvious solution would be to make the salesrep field 'inline' so it can't be changed.. however when creating a new customer, it also won't let you pick the sales rep (defaults to the user creating the record, which may not be the actual sales rep).

We can't simply lock the entire record, because sales people still need to update customer information.

is there a way to 'lock' the field once the record has been created?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 4 (Oct-Dec 2024)

This Week's Leaders

This Month's Leaders

All Time Leaders