Set a Default Posting Period in a Custom Field

To create the custom field:

1. Go to Customization > Lists, Records, Fields > Transaction Body Fields > New.

2. Enter or select values for fields as listed in the following table:

   Field	Value
   Label	Preferred Posting Period
   ID	_preferred_posting_period
   Description	This custom field is for the user to select a preferred posting period that will be copied into the standard posting period field.
   Type	List/Record
   List/Record	Accounting Period
   Store Value	Checked
   Applies To	Sale
   Display	Subtab: Main

3. Click Save.

To customize the invoice form:

1. Go to Customization > Forms > Transaction Forms.

2. Click Customize next to the Standard Product Invoice form.

3. Enter or select values for fields as listed in the following table:

   Field	Value
   Name	Preferred Posting Invoice
   ID	_posting_invoice NetSuite will prepend ‘custform’ to this ID.
   Screen Fields tab > Main	Check Show next to Preferred Posting Period. In the Field Group column, select Primary Information. Doing so will automatically move the field up in the list. To disable the standard Posting Period field, set its Display Type to Inline Text or Disabled.
   Form is Preferred	Check this box if you’d like this custom form to be the default invoice form for all users. In this tutorial, it is not necessary to check this box.

4. Click Save.

To create the saved search:

1. Go to Reports > Saved Searches > All Saved Searches > New.

2. Select Accounting Period.

3. On the Saved Accounting Period Search page, enter a Search Title. For searches that others might have access to, you may want to note that the search is used in a script and should not be edited, such as Preferred Posting Periods***USED IN SCRIPT***.

4. Enter an ID, such as _open_accounting_periods. NetSuite automatically adds customsearch as a prefix.

5. On the Criteria tab, enter the following:

   Filter	Description
   Closed	No
   Period Name	does not start with – Q
   Period Name	does not start with – FY

6. On the Results tab, in the Sort By field, select Start Date.

7. Click Save & Run to confirm that your search will run and return the proper results.

Script Summary

The following table summarizes the script:

For more information about script types and entry points, see SuiteScript 2.x Script Types.

The Complete Script

This tutorial includes the complete script along with individual steps you can follow to build the script in logical sections. The complete script is provided below so that you can copy and paste it into your text editor and save the script as a .js file (for example, cs_preferredPostingPeriod.js).

If you would rather create your script by adding code in logical sections, follow the steps in Build the Script.

              /**
 * @NApiVersion 2.1
 * @NScriptType ClientScript
 * @NModuleScope SameAccount
 */

define(['N/runtime', 'N/search', 'N/log'], (runtime, search, log) => {
    function pageInit(context) {
        try {
            if (context.mode === 'copy' || context.mode === 'create') {
                const record = context.currentRecord;
                const searchOpenAccountingPeriods = search.load({
                    id: 'customsearch_open_accounting_periods'
                });
                const resultsFromSearch = searchOpenAccountingPeriods.run().getRange({
                    start: 0,
                    end: 1
                });
                record.setValue({
                    fieldId: 'custbody_preferred_posting_period', 
                    value: resultsFromSearch[0].id
                });
                record.setValue({
                    fieldId: 'postingperiod', 
                    value: resultsFromSearch[0].id
                });
            }
        } catch(e) {
            log.error({
                title: 'ERROR',
                details: e
            });
        }
    }
    function fieldChanged(context) {
        try {
            if (context.fieldId === 'custbody_preferred_posting_period') {
                const record = context.currentRecord;
                const prefPostPeriod = record.getValue({
                    fieldId: 'custbody_preferred_posting_period'
                });
                record.setValue({
                    fieldId: 'postingperiod', 
                    value: prefPostPeriod
                });
            } else {
                return;
            }
        } catch(e) {
            log.error({
                title: 'ERROR',
                details: e
            });
        }
    }
    return {
        pageInit: pageInit,
        fieldChanged: fieldChanged
    };
}); 

            

Build the Script

You can write the script using a step-by-step approach that includes the following:

• Start with required opening lines

• Create the entry point functions

• Set up field defaults

• Create the return statement

• Save your script file

                /**
 * @NApiVersion 2.1
 * @NScriptType ClientScript
 * @NModuleScope SameAccount
 */

define(['N/runtime', 'N/search', 'N/log'], (runtime, search, log) => {
}); 

              

                function pageInit(context) {
    try {
    } catch(e) {
        log.error({
            title: 'ERROR',
            details: JSON.stringify(e)
        });
    }
}
function fieldChanged(context) {
    try {
    } catch(e) {
        log.error({
            title: 'ERROR',
            details: JSON.stringify(e)
        });
    } 
} 

              

                if (context.fieldId === 'custbody_preferred_posting_period') {
    const record = context.currentRecord;
    const prefPostPeriod = record.getValue({
        fieldId: 'custbody_preferred_posting_period'
    });  
    record.setValue({
        fieldId: 'postingperiod',
        value: prefPostPeriod
    });  
} else {
    return;
} 

              

                if (context.mode === 'copy' || context.mode === 'create') {
    const record = context.currentRecord;
    const searchOpenAccountingPeriods = search.load({
        id: customsearch_open_accounting_periods
    });
    const resultsFromSearch = searchOpenAccountingPeriods.run().getRange({
        start: 0,
        end: 1
    });
    record.setValue({
        fieldId: 'custbody_preferred_posting_period',
        value: resultsFromSearch[0].id
    });
    record.setValue({
        fieldId: 'postingperiod',
        value: resultsFromSearch[0].id
    });
} 

              

                return {
    pageInit: pageInit,
    fieldChanged: fieldChanged 
}; 

              

To create the script record:

1. Upload your script to the NetSuite File Cabinet.

2. Go to Customization > Scripting > Scripts > New.

3. Select your script from the Script File list and click Create Script Record. The Script page is displayed.

4. On the Script page, enter the following values:

   Field	Value
   Name	Preferred Posting Period
   ID	_cs_preferred_posting_period NetSuite prepends ‘customscript’ to this ID.
   Description	This script allows the user to select a preferred posting period that is then copied into the standard posting period field.

5. Optionally set any other fields on the script record as desired.

6. Click Save and Deploy. The Script Deployment page appears. Continue with Step 4: Deploy the Script.

To deploy the script:

1. Complete the steps in Step 3: Create the Script Record.

2. On the Script Deployment page, enter the following values:

   Field	Value
   Applies To	Invoice
   ID	_cs_preferred_posting_period NetSuite prepends 'customdeploy' to this ID.
   Status	Testing The Testing status allows the script owner to test the script without affecting other users in the account.
   Log Level	Debug The Debug level will write all log.debug statements in the script to the Execution Log tab of the script deployment record as well as all errors.
   Audience > Roles	Check Select All

3. Click Save.

To test your solution:

1. Go to Transactions > Sales > Create Invoices to create a new invoice.

2. In the Custom Form field, select Preferred Posting Invoice.

3. Confirm the following results:

   • The Preferred Posting Period field shows on the top of the form

   • The most recent open period from your saved search results displays in the Preferred Posting Period field

   • The most recent open period from your saved search results is also copied in the standard Posting Period field (if you chose to leave it visible on the form)

   For example:

   
   Note:

   Your Invoice page may be slightly different from the example above depending on how you created your customized Preferred Posting Invoice. That is, you may have set fields differently than what was done in this tutorial for your form may look different.