Proposal Summary
This proposal covers the scope of Shipping Method Updates in NetSuite.
Requirement
BlueLeaf Ltd. needs the functionality to enter shipping methods at the Client address level rather than the Client record level. But the client record has multiple delivery addresses, they want the functionality to allocate the shipping method for each address which has a label of “Deliver to”.
Our Solution
We cannot add a custom field in the standard Address sublist. But as an alternate solution, we can add a custom field in the Address form and display the value in the standard “Address” sublist field.
But in the Sales Order record, the “Shipping Method” field under the “Shipping” tab populates from the standard “Shipping Method” field in the client record. So customization(using script) needs to be done in Sales Orders to source the “Shipping Method” value from the Client’s Address record. Below is the possibilities of the scripting part
- We will auto populate the Shipping Method value from the custom field in Address Sub record to the sales order standard Shipping Method field in the “Create” mode.
- The Shipping Method field in sales order will be available for editing by the User.
- But in “Edit” mode, the Shipping method will not be auto populated as this will override the value that has set by user if any.
- If the “Ship To Select” field changes anytime with a different address then the “Shipping Method” value will be changed accordingly.
After the new field is implemented in the account, you can update the existing Client addresses with the Shipping method value through CSV Import.
You can control the access to this custom record by role permissions.