Limit Shipping Method list in Transactions

In NetSuite, you might encounter situations where an account has a long list of available shipping methods, but only a few are frequently used. Directly limiting the shipping methods in the Shipping Method field is not possible.

Solution

Limit the shipping methods visible to users by using a custom list and a custom field, with a client-side script to control the options displayed.

1. Create a Custom List

Navigate to Custom Lists:

Go to Customization > Lists, Records, & Fields > Lists > New List.

Define the Custom List:

Name: Enter a name for the list (e.g., “Preferred Shipping Methods”).

Values: Add values corresponding to the desired shipping methods you want users to see.

Save the List:

Click Save to create the custom list.

2. Create a Custom Transaction Field

Navigate to Custom Fields:

Go to Customization > Lists, Records, & Fields > Transaction > New.

Define the Custom Field:

Label: Enter a label for the field (e.g., “Limited Shipping Methods”).

Type: Select List/Record.

List/Record: Choose the custom list created in Step 1.

Applies To: Select Sales.

Display:

Subtab: Choose Shipping (or the relevant subtab where the field should be displayed).

Display Type: Set to Normal.

Store Value: Check this box.

Click Save to create the custom field.

3. Create a Client-Side Script

Develop a client-side script that will trigger on field change to filter and display the relevant shipping methods based on the custom list.

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