Creating Custom Transaction Line Fields
Custom transaction line fields are fields that you can add to the line items of your transaction records to gather information specific to your business needs.
These records include:
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expense items
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purchase items
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sale items
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store items
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revenue arrangements
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journal entries
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expense reports
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item receipts or fulfillments
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opportunity items
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time cards
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inventory adjustment
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inventory transfer
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fulfillment requests
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store pickup fulfillments
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work orders
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paycheck earnings
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paycheck deductions
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paycheck employee taxes
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paycheck company taxes
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paycheck company contributions
To create or modify custom transaction line fields:
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Go to Customization > Lists, Records, & Fields > Transaction Column Fields.
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On the Custom Transaction Line Fields page, each custom field is listed, with columns providing detailed information about the field and which records the field has been applied to.
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Choose an option:
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To edit an existing custom Transaction Line field, click the field name in the Description column and then modify the field definition as needed.
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To add a new custom Transaction Line field, click New.
For more information, see Creating a Custom Field.
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Complete fields on the Transaction Line Field page as needed, and then click Save.
You can use SuiteCloud Development Framework (SDF) to manage custom transaction line fields as part of file-based customization projects. For information about SDF, see SuiteCloud Development Framework. You can use the Copy to Account feature to copy an individual custom transaction line field to another of your accounts. Each custom transaction line field page has a clickable Copy to Account option in the upper right corner. For information about Copy to Account, see Copy to Account.
Here is an example of a custom transaction line field.
When the custom transaction line field is included in a form, it could look like the following example.
If the Display Type for the custom transaction line field is set to Hidden, the field is still included on all forms, even if it is not displayed. The system ignores any changes you make to show or hide the field on all forms that apply to the custom transaction line field.
Check Box Type Limitation
On custom transaction line fields, a limitation exists when all of the following conditions are met:
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Type =Check Box
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Store Value =checked
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Applies To =only Item Fulfillment is checked
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On the Validation & Defaulting subtab, Default Checked is checked
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Create a sales order and add at least one item
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Click Save & Fulfill
On the item fulfillment transaction, the transaction line field is not checked, despite the settings previously described. The inconsistency occurs because the custom field information is taken from the sales order, and if the check box is not applied there, NetSuite uses the default system value. As a workaround, you can apply the field to sales orders and hide it on the sales order forms, if required.
Related Topics
- Custom Field Types
- Creating Custom Fields by Type
- Creating Custom CRM Fields
- Creating Custom Entity Fields
- Creating Custom Item Fields
- Creating Custom Transaction Body Fields
- Creating Custom Transaction Item Options
- Creating Custom Item Number Fields
- Creating Other Record Fields
- Creating Other Sublist Fields
- Apply to Kit or Assembly Components Setting for Custom Segments and Transaction Line Custom Fields