We have a custom record populated with information about our customers from another of our systems, and we have a custom field on the standard Customer record that is of List/Record type that links to the custom record. We need some of the information in the custom record to be available in the standard subject areas (e.g. NetSuite - Customer Invoice, NetSuite - Sales Order, …). I've taken similar steps used to successfully get custom records referenced on transactions themselves into the subject area, but that approach is not working for this custom record. Am I doing something wrong, or is this not currently possible?
Here are some details.
Custom Record
Name: CW Companies
ID: customrecord_ctc_cw_cmp
This custom record is being included as a data augmentation, along with several other custom records.
NOTE: Our NS PS team mentioned not to worry about the Semantic Model Status being "Skipped". I trusted that because other records (e.g. ctc_cw_invoices and ctc_cw_invoice_items) with that status are appearing in the standard subject areas.
The augmentation lists NetSuite - Sales Order Snapshot as a subject area for the augmentation. NOTE: I started first with NetSuite - Sales Order Snapshot because I didn't want to risk changing anything on the subject areas we really need potentially breaking existing workbooks.
The augmentation table is appearing in the data warehouse.
And, when I review the table, the fields selected and contents of the table are correct.
Custom Customer Field
Name: CW Company Link
ID: custentity_ctc_cw_cmp_link
Type: List/Record
The CW Company Link field is checked in Custom Attribute Mapper
When I view the NetSuite - Sales Order Snapshot subject area in a workbook, the CW Company Link doesn't appear anywhere.
What is interesting is that some fields from the custom record ARE showing up under Customer. That means that a link between the Customer and CW Companies records in NSAW is in place. It's not clear however (1) why the custom record doesn't appear in the heirarchy, and (2) how the fields that are showing up are getting there.
Here's how things look for custom records CW Invoices and CW Product Entries in the NetSuite - Customer Invoice subject area.
The difference is that these custom records are linked from the transactions rather than from the customer on the transaction.
Any help would be greatly appreciated. Thank you!!
