This article is relevant to you if you are running your business on Oracle NetSuite and would like to add an isolated custom note on a transaction line. This article demonstrates a simple end to end architecture to customize and extend the capabilities of NetSuite.
One of our clients offered a special order item for which they wanted to provide detailed measurements and instructions for sizing and artwork.
A requirement was to maintain native item descriptions on the flow across sales transactions while also preserving native vendor descriptions on the purchase order.
The special instructions needed to maintain formatting as entered and could be several lines in length.
We overcame this challenge by utilizing a custom transaction body field, assigning proper transaction types, optimizing positioning it in "Transaction Form Sublists", and adding conditional freemarker in Advanced PDF / HTML Template files.
Customization > Lists, Records & Fields > Transaction Line Fields.
We use a standardized naming convention, configured Text Area as Type, assigned Sales and Purchase for Applies To.
Customization > Forms & Transaction Forms.
Edit the Sublist Fields subtab for the default transaction forms [ Estimate, Sales Order, Invoice, Cash Sale & Purchase Order ].
Drag to a position end users can easily see.
Customization > Forms & Advanced PDF/HTML Templates.
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This article is relevant to you if you are running your business on Oracle NetSuite and would like to add an isolated custom note on a transaction line. This article demonstrates a simple end to end architecture to customize and extend the capabilities of NetSuite.
This article will be relevant for you if your company is using NetSuite ERP, uses standard inventory items and a new business requirement arises where you now need the functionality of Serialized or Matrix for an existing item.
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