Articles tagged #FORM
Articles tagged
#FORM

Inventory Count Sheet Does Not Appear for Printing Supply Chain Forms

Inventory Count Sheet does not appear for printing when navigating toTransactions > Management > Print Supply Chain Forms > Inventory Count Sheet

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Block Custom Role User to Edit Item Rate on Sales Order When Custom Price Level Is Used

User with access to create a Sales Order has also the access to change the Unit Price in Sales Order's Line Item when Price Level is set to Custom.By choosing the Custom Price Level, user can replace the existing price to the custom one. Currently,Enhancement43422is logged for the ability to restrict custom roles to edit Price Level.

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Sample Functions of TO_CHAR

Please see table below for sampleFormula, andResultsof using differentParametersofTO_CHAR. These are just samples and the use is not limited to the list below.

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Send Transactions Email to Customers Only with Sales Orders

The user wants to send Transactions Email to Customers only with Sales Order.

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Merge Action is Not Displaying as a Button in a Vendor Record

SCENARIO

User wants to display the Merge action as a button in a Vendor record instead of a menu.

SOLUTION

  1. Login as Administrator
  2. Edit a Vendor record
  3. Navigate toCustomize>Customize Form
  4. ClickActions
  5. ClickStandard Actions
  6. Merge:
    1. Show:EnterCheckmark
    2. Display As:SelectButton
  7. ClickSave

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Custom Field on the PDF Layout Does Not Print the Field Value on the Invoice Form

A Custom Transaction Body Field was added as a custom element on a Basic PDF Template for Invoice. However, when user tried to print the Invoice, the field's value shows blank. To resolve this, the Sale checkbox must be checked in the Applies To tab of the said field.

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Identify Item Receipt PDF Template

To identify Item Receipt PDF Template, check if there is Basic Layout or Advanced PDF/HTML Template used for printing of Item Receipt.

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Highlight Text in Advanced PDF/HTML Template

User needs to highlight a text on their printout.

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Understand the Order of Precedence or Hierarchy of Preferred Lead Forms and Preferred Prospect Forms

Under Setup > Sales > Sales Preference > General tab, the Administrator can set the preferred Lead form and preferred Prospect form in the Preferred Lead Form and Preferred Prospect Form fields.

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Adjust the Width Size of a Custom Field

User needs to adjust the width of a Text Box on their custom case form to a smaller size.

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Display Unit of Measure beside Custom Field

User would like to know how to add Unit of Measure (UOM) beside their custom field.

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Set Up Preferred Packing Slip for Specific Role

Set Up Preferred Packing Slip for Specific Role.

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Date Billed Does Not Appear on Print/Email for Invoice

Show the Date Billed field on each line item of an Invoice PDF and Email while the preference for Combine Time Items on Invoices is disabled.

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Resolve Error: "Invalid Expression" When Adding a Custom Field in a Saved Search Result

When adding a Custom Field with a formula that computes its value from other Custom Fields that may have different Field Types on a Saved Search, the result shows "Error: Invalid Expression".

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Reopen a Closed Customer Return Authorization

User re-opens a Customer Return Authorization that was accidentally set to Closed status.

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Resolve error: "Please configure the inventory detail for xxx" when saving Bill transaction

Customer has an existing Bill that they wanted to edit but upon saving, below error occurs:"Please configure the inventory detail for xxx"Note: The Bill form has theInventory Detailfield exposed. When viewing the Bill, the Inventory Detail logo ischecked/marked, but when editing, the details in the Inventory Detail field disappears and the logo is already unmarked. Moreover, the related Purchase Order and Item Receipt have the Inventory Details configured in them.

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Associating Custom Code (Client SuiteScript) Files With Custom Forms

On the Custom Code subtab, define any existing client SuiteScript files to use with this form. When the script's executing function is called, the actions defined within the script (and any built-in NetSuite actions for that form type) are performed.

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Adding Disclaimers to Transaction Form Footers

You can add a footer to the bottom of your standard transaction forms. Footers can be used to add text and space for a variety of reasons such as:

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Configuring QuickViews for Custom Records

Unlike built-in standard records, there is no default QuickView for custom records. Because the fields on every custom record are unique, there is no way for the system to set default QuickView fields for all custom records. Therefore, you must create custom record QuickViews yourself by performing the following steps.

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Moving Fields and Lists Between Subtabs

You can move fields and lists (the Contacts list on entry forms, for example) between subtabs on entry forms. After you have made changes on the Custom Form page, click Save & Move Elements to move fields and lists on the form to other subtabs.

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