Proposal summary::
- For some invoices we have to change the Customer terms every day. We go to each invoice to change the terms. Created a saved search so instead of changing the terms by clicking on each invoice we can change it on the saved search. Below are the issues with the saved search.
- How can limit the saved search to show invoices with item Chargebacks or PHS / 340B Sales.
- Don’t see the edit icon(pencil icon) next to Terms. How can I make this field editable in the saved search?
- On Customer Payment screen, we want to see Total Discount taken at the Top right corner of Apply sub list.
Solution for Requirement 1::
a. How can limit the saved search to show invoices with item Chargebacks or PHS / 340B Sales.
We assume that the names specified are the names of the items that should be included in the saved search. If so, we can add criteria to the invoice saved search that will only show results for Chargebacks or PHS / 340B Sales items only.
b. Don’t see the edit icon(pencil icon) next to Terms. How can I make this field editable in the saved search?
As a standard, NetSuite does not support inline editing for specific fields in the list or saved searches.
To solve this, we can create a new custom field to enable inline editing in saved search/list as an alternative. Then, we can populate that new custom field value to the standard Terms field in the invoice record using a workflow or script.
Solution for Requirement 2::
Add a new custom field in the Apply subtab that displays the Total Discount using a saved search or script.
If only require this field in the record for read-only purposes, we can create it using the saved search and the value will not be stored.
OR
Set the custom Total Discount field using the client script while applying the amounts in the payment record. This will work when you apply the discount amount in the UI context.