Imran Hasan
08/19/2024, 5:07 AMCeligo AI
08/19/2024, 5:07 AMAI generated answer (using internal Slack threads):To create a new custom transaction form type in NetSuite, you need to first enable the Custom Transactions feature. Here are the steps: 1. Navigate to Enable Features > SuiteCloud > SuiteGL. 2. Once the feature is enabled, you can create a new custom transaction type by navigating to Customization > Lists, Records, & Fields > Transaction Types. Please note that you need to have admin access to enable features and create custom transaction types. If you don't have admin access, you will need to request it from your NetSuite administrator. When creating a new custom transaction field, it will be shown on the standard form of the transaction. If you want to hide this field on the standard form, you might need to create a new custom form instead of editing the standard form. This is because editing the standard form will create a new custom form. For a transaction form, if you want to default the invoice's form to a specific form when you click
Create Invoice
, you can do this by navigating to your chosen form under Linked Forms. However, you need to be on the correct Transaction Type. For example, if you want to change the linked invoice, you need to be on the sales order form.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
08/19/2024, 5:08 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.802309
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.79853636
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.798235178
Celigo AI
08/19/2024, 5:08 AM