CUSTOM SOLUTIONS

Transaction Line Location Assignment

Transaction Line Location Assignment

Transaction Line Location Assignment

Intelligent Location Defaulting

Intelligent Location Defaulting

Intelligent Location Defaulting

August 18, 2025

4 min read

The Challenge

The Challenge

Transactions with multiple lines often need different locations per line, but setting them manually is tedious. Defaults based on the user don't account for item-specific or customer-specific location requirements.

Transactions with multiple lines often need different locations per line, but setting them manually is tedious. Defaults based on the user don't account for item-specific or customer-specific location requirements.

The Solution

The Solution

We automated line-level location assignment based on configurable rules—item defaults, customer preferences, or other criteria—reducing manual entry and improving location accuracy.

We automated line-level location assignment based on configurable rules—item defaults, customer preferences, or other criteria—reducing manual entry and improving location accuracy.

How It Works

How It Works

When lines are added, location is set automatically based on defined hierarchy: item default, customer default, user default, or other rules. Users can override but rarely need to.

When lines are added, location is set automatically based on defined hierarchy: item default, customer default, user default, or other rules. Users can override but rarely need to.

Results

Results

Automatic location assignment on transaction lines

Reduced manual data entry

More accurate location-based reporting

More accurate location-based reporting

Ready to Work Together?

Ready to Work Together?

Ready to Work Together?

Let us talk about your NetSuite challenges and how we can help. No pressure, no sales pitch. Just a straightforward conversation.

Let us talk about your NetSuite challenges and how we can help. No pressure, no sales pitch. Just a straightforward conversation.

Author

Michael Strong

Michael Strong

Founder & Principal Architect

Founder & Principal Architect

Tags

Custom Solutions

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