Resolve Scenario When Default Custom Transaction Line Field Values Are Not Saved with the Record When the Line Field Is Hidden on the Transaction Form

It is currently not possible to set field value on a sublist field that is hidden on the form. The field must be exposed in order to set a value. This limitation is tracked under Enhancement 147496. As a workaround, instead of disabling the Show option for hiding the field, clear its Label instead. Navigate to Customization > Forms > Transaction… Continue reading Resolve Scenario When Default Custom Transaction Line Field Values Are Not Saved with the Record When the Line Field Is Hidden on the Transaction Form

Tax rate associated with Tax code for SuiteTax

Scenario Previously the UK tax code was edited and the tax rate was included in the name. However, it was later found that such tax amounts were not populating in the standard UK VAT report. Hence, we removed the tax rate from the tax code name and verified that the tax amount was appearing in… Continue reading Tax rate associated with Tax code for SuiteTax

Custom Field Creation and Apply to forms

Steps Navigate to Customization > Lists, Records, & Fields > Select Custom Field Type (e.g. Entity Fields, Item Fields, CRM Fields, etc.) > New Label: Enter Label Type: Select type of the field you are creating Click Applies To Record/s the field would be displayed: Enter Checkmark Click Save & Apply to Forms Custom Form(s) where the new field should be displayed Show: Enter Checkmark Click Save When a new Custom Field is created and the Save button is… Continue reading Custom Field Creation and Apply to forms

Sub-Customer Transaction Details into Parent Profiles: Feasibility check

Creating a Custom Field in Transaction Records Field Setup: Create a custom field to store parent customer information in activity records. Field Type: Set the field type to List/Record. Field List: Specify Customer as the source list. Subtab Selection: Place this field on the appropriate subtab within the customer record for visibility and accessibility. Automating… Continue reading Sub-Customer Transaction Details into Parent Profiles: Feasibility check

Display Type of a Custom Field Automatically Changed

Scenario The user noticed that the Display Type of the Custom Transaction Line Field coming from a Managed Bundle was changed from Normal to Hidden.   Under History tab > System Notes, it suggests that one of the Administrators performed the changes. However, the Administrator never performed this change in the UI himself/herself. Solution As the custom field… Continue reading Display Type of a Custom Field Automatically Changed

Create Custom Field in Communication: Messages Subtab

Scenario User needs to create new field under the Communication : Messages Subtab of a Sales Order Record.  Solution 1. Create Custom Transaction Body Field  Navigate to Customization > Lists, Records & Fields > Transaction Body Fields > New Label: Enter Label Applies to Tab: Sale: Enter Checkmark  Click Display  Subtab: Select Communication Click Save 2. Customize Sales order Form  Navigate to Customization > Forms > Transaction Forms  Click Edit or Customize Sales order Form. Click Move Elements Between Subtabs Click Communication Tab … Continue reading Create Custom Field in Communication: Messages Subtab

How to add a custom field to ‘company information’ page in OneWorld and Non-OneWorld NS accounts

Recently, I had to add a custom field to the company information page in NetSuite. The ‘Company Information’ page can be accessed using the ‘SetUp> Company> Company Information’ navigation and is only available for the admin role by default. If you want to store some constant values for customization and do not want normal users… Continue reading How to add a custom field to ‘company information’ page in OneWorld and Non-OneWorld NS accounts

How to Add Custom field to Time Bill or Time Tracking record

In the Classic center role or Administrator role, go to: Customization –> Lists, Records & Fields –> Transaction Line Fields –> New In the Field creation page, select “Time” under the Applies To sub-tab. Enter the Lable, ID and select the Type of the field. Then save the page to create the Time Tracking field.