The Applies To subtab of transaction body and transaction line custom fields have settings for Item Receipt and Item Fulfillment fields. These settings have associated View from Order Only fields. Checking a View from Order Only box does the following: (Item Receipt) View from Order Only – makes this custom field always display the value… Continue reading Behavior of View from Order Only Settings on Transaction Line and Transaction Body Custom Fields
Tag: Custom field
Creating Custom Item Number Fields
Custom item number fields are fields that you can add to inventory records to track information specific to each item or workflow unique to your business. For example, you can track the status and results of quality control procedures specific to each serialized item, or you can track recall information on lot records. Go to Customization… Continue reading Creating Custom Item Number Fields
Creating Custom Fields with Values Derived from Summary Search Results
You can create a custom field that can display values derived from summary saved search results. Each summary search field displays a rollup value for a selected search results field. The value is dynamically calculated each time a form containing the summary search field is displayed. For example, you can use a summary search field… Continue reading Creating Custom Fields with Values Derived from Summary Search Results
locations under which subsidiaries need to be listed under vendor preffered location
Requirement : Create a custom field ‘ Vendor preferred Location’ in the vendor record. The values of this field should be listed in the purchase order. Choosing one location from the list and available quantities of the item is displayed in each line. Concern: If multiple subsidiaries are listed in the vendor record, should the… Continue reading locations under which subsidiaries need to be listed under vendor preffered location
Inn Approve Context the value in field is cleared
During the approval process, NetSuite reloads the record to apply changes related to status, workflows, or system actions. Non-stored fields are not part of the database and are therefore cleared during this reload.
Best Practices for Using Custom Forms in NetSuite
Custom forms in NetSuite are essential for tailoring the user interface to meet specific business requirements. They allow organizations to streamline data entry processes and enhance user experience by presenting only relevant fields to users. To create a custom form, navigate to Customization > Forms > Transaction Forms or Entity Forms, depending on your needs. When designing custom forms, consider the following best practices: 1. Limit the Number of Fields: Only include fields that are necessary for the user’s task to avoid overwhelming them. 2. Group Related Fields: Use tabs or sections to organize fields logically, making it easier for users to find what they need. 3. Utilize Help Tips: Provide help tips for complex fields to guide users during data entry. 4. Test Your Form: Before rolling out a new custom form, test it with actual users to gather feedback and make necessary adjustments. By following these best practices, businesses can create effective custom forms that improve data accuracy and enhance user productivity in NetSuite.
The Importance of Custom Fields in NetSuite
Custom fields in NetSuite allow businesses to tailor the platform to meet their unique operational needs. By creating custom fields, organizations can capture specific data essential for their processes, reporting, and analytics. This flexibility enables companies to enhance their workflows and improve overall efficiency. To create a custom field, navigate to Customization > Lists, Records, Fields > Field Types. Here, you can define the field type (e.g., text, date, checkbox) and set various attributes such as mandatory status, default values, and help tips. Once created, custom fields can be added to forms, allowing users to input relevant information directly into records. The effective use of custom fields can lead to better data management and reporting capabilities. By ensuring that the right data is collected, businesses can make informed decisions based on accurate insights derived from their operations.
Custom Field That Sources The Transaction Total Displays a Negative Amount
User creates two custom fields for a custom record type. The first field pulls up the list of transactions and the second sources from the Total of the selected transaction: Transaction (custom) Type = List/Record List/Record = Transaction Store Value = T Amount (custom) Type = Currency Source List = Transaction Source From = Total… Continue reading Custom Field That Sources The Transaction Total Displays a Negative Amount
Custom field changes not showing the user
Requirement: I created some custom fields. For some reason when we check the system information who made changes in that custom field its not showing the correct user who made the changes. instead whoever entered that form is showing that users name. is there anything I need to check for showing the correct user who… Continue reading Custom field changes not showing the user
Custom Fields: Change font color depending on the values
When using Custom Fields for your transactions or records, you may encounter situations where it’s useful to visually differentiate the field based on its values. For example, you might want to change the color of the field depending on whether the value meets certain criteria. In this article, we’ll guide you through the process of… Continue reading Custom Fields: Change font color depending on the values