- Go to Setup > Customization > CRM Fields > Click New.
- Enter a value on Label field.
- Choose List/Record on Type field.
- Choose Transactions on List/Record field.
- Check on Store Value field.
- Check on Record is Parent.
- On Applies to > check on Event.
- On Display > Parent Subtab assigned your preferred subtab.
- On Sourcing & Filtering > Set Filter Using to Type.
- Set Value is field to Sales Order.
- Click Save.
Best practice to display sub list record on specific transaction type
Topics: Customization
StickyNotes lets employees to create and track notes on record pages. It helps to communicate effectively with others by adding recipients to ensure that only specific people have access to your notes, or by making it as public to make it visible to all employees with access to the record page.
Topics: Customization, NetSuite
In the Payee field of Bill Payment page, some vendors show numbers/code and some are not.
Topics: Customization
- Go to Setup > Customization > CRM Fields > Click New.
- Enter a value on Label field.
- Choose List/Record on Type field.
- Choose Transactions on List/Record field.
- Check on Store Value field.
- Check on Record is Parent.
- On Applies to > check on Event.
- On Display > Parent Subtab assigned your preferred subtab.
- On Sourcing & Filtering > Set Filter Using to Type.
- Set Value is field to Sales Order.
- Click Save.
Topics: Customization
Minimize the Spaces in between the Transaction Body Fields when Printing PDF Layouts
- Go to Customization > Forms > Transaction PDF Layout > Choose PDF Layout
- Highlight the Body Field Element. The border will turn blue.
- On the Editor window on the left, under Element Size, set Height as 1.0.
- Click Save.
Topics: Customization
Error: "This item cannot be deleted because it has child items", here is the resolution
This warning message is usually encountered when a user is trying to delete a record in the system and it has child records as indicated under History> Transactions
Topics: Customization
How to “Terms and Conditions” URL document on Transaction Printouts.
1. Create a Terms and Conditions like a PDF or a Word document.
2. Upload the Terms and Conditions file to the File Cabinet.
3. Navigate to Documents > File > File Cabinet > Find a folder to save the file.
4. Click Add File.
5. When the file is uploaded, edit and mark Available without Login.
6. Copy the URL.
7. Click Save.
8. Navigate to Setup > Customization > Transaction Body Field > New.
- Select Hyperlink in the Type field
- Mark Store Value
- Enter a Label for the field
9. In the Applies to tab mark Sales.
10. In the Display tab
Topics: Customization
A task record stores details about a unit of work to be completed. NetSuite supports the creation of two different types of tasks: CRM Tasks and Project Tasks. The Tasks import supports the import of CRM tasks, not project tasks. CRM tasks, usually labeled Tasks in the NetSuite user interface, do not have to be associated with projects.
Topics: Customization
Print the Vendor name associated to the item in the Packing Slip
When the user wants to print the vendor name associated to the item in the Item Fulfillment:
Topics: Customization





















































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