Creating Custom Transaction Line Fields

Custom transaction line fields let you add information specific to your business needs to the line items of your transaction records.

These records include:

• expense items

• purchase items

• sale items

• store items

• revenue arrangements

• journal entries

• expense reports

• item receipts or fulfillments

• opportunity items

• time cards

• inventory adjustment

• inventory transfer

• fulfillment requests

• store pickup fulfillments

• work orders

• paycheck earnings

• paycheck deductions

• paycheck employee taxes

• paycheck company taxes

• paycheck company contributions

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. The Copy to Account feature lets you copy a custom transaction line field to another one 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 you set the Display Type to Hidden, the field is still included on all forms, but it won't be visible. Any changes you make to show or hide the field on forms won't affect the custom transaction line field.

Check Box Type Limitation

There's a limitation on custom transaction line fields when all of these conditions are met:

1. Type =Check Box

2. Store Value =checked

3. Applies To =only Item Fulfillment is checked

4. On the Validation & Defaulting subtab, Default Checked is checked

5. Create a sales order and add at least one item

6. Click Save & Fulfill

However, on the item fulfillment transaction, you'll notice the transaction line field isn't checked, even with the previous settings. This happens because NetSuite takes the custom field info from the sales order, and if the check box isn't applied, it defaults to the system value. To work around this, you can apply the field to sales orders and hide it on the sales order forms, if needed.

General Notices