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How do you set the Lead Type in Netsuite?

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9 comments

  • Tom Santiago Principal Technical Writer Community moderator
    Engaged
    Top Contributor
    Celigo University Level 4: Legendary

    Hi Wade, 

    Thanks for reaching out. We're investigating your question right now and will respond with an answer as soon as we have one for you.

    0
  • Wade Shelton
    Engaged

    Support - 

     

    Please disregard.  I was able to determine that while the "Company" field is available from within Celigo, it cannot be set.  There appears to be a separate "Individual" field in the rest API that accepts a True/False argument that appears to work.

    0
  • Courtney Jordan Experience Strategy & Design Director Community moderator
    Celigo University Level 4: Legendary
    Awesome Follow-up
    Top Contributor

    That's great to hear, Wade Shelton! Thank you so much for letting us know!

    0
  • Phillip V.
    Engaged

    Hi Support,

    I'm actually experiencing a similar issue. NetSuite has a field on the Promotion record called 'discounttype' (https://system.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2020_1/script/record/promotioncode.html This radio field has two values, 'flat' and 'percent', however the Celigo UI will insist on this field being a Boolean and will only send 'True' and 'False' values causing the record to fail. Any ideas?

    Thanks,

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  • Kate Conway Community moderator Principal Technical Writer
    Celigo University Level 3: Master

    Hi Phillip V. - The best way to work with our Support team is to create a ticket, which ensures your case is assigned and tracked. Here in the Community you may also get advice from other customers. Thanks!

    0
  • Uma Lakshmi Kanth Garimella Lead Engineer
    Celigo University Level 2: Seasoned

    Hey Phillip,

    We show the field types based on NS metadata. For some reason, NS is giving us the wrong field type for this particular field. We'll try to override this in a future release so there is no confusion.

    For now, you can try to use the `rate` field to determine the `discountype`. If the `rate` field is a decimal it is automatically considered as a `flat` type. If it ends with `%` it is considered to be a `percentage` type.

    Eg:

    10.00 -> is flat

    10.00% -> is percentage.

    You can add this using a handlebar expression in the extract part of your mapping. `{{{discount}}}%` or just `{{{discount}}}` based on your requirement.

    Please try this out and if you're facing any issues please raise a support ticket with us we'd be happy to assist you.

     

    0
  • Phillip V.
    Engaged

    Thanks for the suggestion Uma. Unfortunately the Promotions record does not recognize or automatically adjust between the 'decimal' or '%' . I'm using the handlebars below:

    {{#compare discount_type "==" 'percent'}} {{amount}}% {{else}} {{amount}} {{/compare}}

    Again, this unfortunately does not resolve the issue.

    I've opened a support ticket for further assistance. Thanks again!

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  • Uma Lakshmi Kanth Garimella Lead Engineer
    Celigo University Level 2: Seasoned

    Hey Philip,

    We believe that this is not working because of the extra spaces in your handlebar expression.

    Can you please remove them?

    {{#compare discount_type "==" 'percent'}}{{{amount}}}%{{else}}{{{amount}}}{{/compare}}

    If this doesn't work, we can debug further on the support case.

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  • Phillip V.
    Engaged

    Thanks Uma,

    Unfortunately this also does not resolve the issue. Same behavior as before. The flat/fixed dollar discount will continue to be imported as a percent. I.e. $100 off will be imported to a NetSuite Promotion as 100% off. 

    I've opened a support ticket (97180) to seek additional help.

    0

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