Articles tagged #FORMS
Articles tagged
#FORMS
Change the Default Font Format of Outgoing Case Message
The Message field in the Case record is a Rich Text Format field type. Users can change the appearance of the message in terms of Font and Font Size.
Return all Invoices of Sub-Customers based on its Parent Customer in Print Checks and Forms > Invoices
User needs to pull all invoices for a customer and its sub customer, however theCustomerfilter is not available in aOne World Account.
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
Send Transactions Email to Customers Only with Sales Orders
The user wants to send Transactions Email to Customers only with Sales Order.
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.
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.
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:
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.
Linking Transaction Forms
On the Linked Forms subtab, you can specify which transaction form is used when you transform one transaction into another. You can create a chain of transaction forms that mirror your business workflow.