How a NetSuite Custom Transaction Form is beneficial for your business

Views:
 
     
 

Presentation Description

NetSuite is widely recognized as one of the best cloud-based business solutions owing to its unique features and functionalities. The advanced NetSuite Custom Transaction Form is among them which is used for general ledger entries.

Comments

Presentation Transcript

slide 1:

5/21/2020 NetSuite Custom Transaction Form Easy Setup Guide - SuiteActive https://suiteactive.com.au/blog/netsuite-custom-transaction-form/ 1/10  +61 480 016 233  infosuiteactive.com.au   T T NETSUITE How a NetSuite Custom Transaction Form is beneficial for your business Vartika Mishra oday NetSuite is widely recognized as one of the best cloud-based business solutions owing to its unique features and functionalities. The advanced NetSuite Custom Transaction Form is among them which is used for general ledger entries. S E A R C H NetSuite Approval Workflow User Guide How NetSuite Consolidated Invoicing Simplifies your Invoicing Process How a NetSuite Custom Transaction Form is beneficial for your business How to migrate from NetSuite Box V1 to Box V2 How to create Custom Records for enhancing NetSuite functionality May 2020 April 2020 March 2020 February 2020 Home About Us Services Apps Knowledge Base Contact Us  Home  NetSuite  How a NetSuite Custom Transaction Form is beneficial for your business April 29 2020 Search …  RECENT POSTS ARCHIVES

slide 2:

5/21/2020 NetSuite Custom Transaction Form Easy Setup Guide - SuiteActive https://suiteactive.com.au/blog/netsuite-custom-transaction-form/ 2/10 Many times your business may require making some adjustments to your general ledger’s transactions. The journal entries are used to make these adjustments most often. But with them you will be able to make limited adjustments mainly because all the journal entries appear in the form of a list. As a result it becomes extremely difficult to differentiate one type of entry from another and then make the necessary adjustments. The NetSuite recently offered Custom Transaction Forms that are highly useful in creating various NetSuite custom transactions to best suit your business needs. In addition to that they also offer the below- listed advantages. With them you will be allowed to Name your transactions as per your preference Create multiple types of transactions for example expense reports journal entries and many more More importantly these custom transactions have their own permissions numbering scheme and workflow logic. Now let’s try to create a NetSuite Custom Transaction with the help of NetSuite Custom Transaction Form  There are three ways to choose the desired transaction form for customizing as per your business needs:- Select the type of form you desire to customize and click on the ‘Customize’ button Navigate to Customization - Forms - Entry Form then Click on the button ‘Edit’ or ‘Customize’ available next to the form name Go to Customization - Forms - Transaction Forms January 2020 December 2019 NetSuite NetSuite SuiteFlow SuiteApp SuiteBuilder SuiteScript CATEGORIES

slide 3:

5/21/2020 NetSuite Custom Transaction Form Easy Setup Guide - SuiteActive https://suiteactive.com.au/blog/netsuite-custom-transaction-form/ 3/10 Click on the ‘Edit’ or ‘Customize’ present beside the form name Note: Forms labeled as External available in My Account and/or Customer Center of your NetSuite account are used for this purpose First choose any of the above-mentioned options and enter your preferred custom transaction name in the ‘Name’ field. Then start setting different properties of your transaction form. The NetSuite Custom Transaction Form’s properties can be set in three different ways. They are: For both entry and transaction forms Only for entry forms Only for transaction forms Setting properties for both entry and transaction forms Select your preferred form: Mark the button available next to the form that you wish to customize. Checking this button clears all the previous preferred forms. Please make a note that only one form will be referred as the preferred form for every transaction type. In the future this form will be

slide 4:

5/21/2020 NetSuite Custom Transaction Form Easy Setup Guide - SuiteActive https://suiteactive.com.au/blog/netsuite-custom-transaction-form/ 4/10 used automatically for entering all the transactions that fall in this transaction type. Now keep the following things in your mind before beginning to mark an entry/transaction form that is preferred for the Customer Central Role: The forms labelled with External can be used to mark ‘preferred’ only for a Customer Central Role The forms which are not labeled as External can’t be used to mark ‘preferred’ for any Customer Center roles Whenever a non-online order form is marked as ‘preferred’ for a Customer Center role it will be saved as the transaction form for the order If an online form has not been saved as the transaction form for an order even though it is marked as ‘preferred’ then you can use a non- online order form labeled with ‘preferred’. Also make a note that the Employee Center roles will be given limited access to transaction forms. For instance only one form will be allocated to this type of role. Further the transaction form that has been set over any Employee Center role will be given more priority instead of the transaction form labeled with ‘preferred’. Store the Transaction Form with a Record  Attach a suitable reference to every record that has been created by this transaction form before storing it. Whenever you view or edit any of these records the original record will be displayed through this transaction form. The option ‘Store Form with Record’ will be ‘disabled by default’ in case of custom entry forms. This option is only available for the subset of transaction forms and for which it will be always in ‘enabled by default’ status. Other types of transaction forms do not feature this option whereas the custom forms will be more often sorted with the records.

slide 5:

5/21/2020 NetSuite Custom Transaction Form Easy Setup Guide - SuiteActive https://suiteactive.com.au/blog/netsuite-custom-transaction-form/ 5/10 Setting Properties Only for Entry Forms Enable the Field Editing option on Lists: With inline editing you will be allowed to edit fields on this transaction form through the ‘within the record view’. Furthermore the fields that are qualified for editing will always exhibit the inline editing icon. Make use of the pop-ups: Check whether you can utilize this transaction form in the pop-ups when you enter any information during the processing period. Because only the item forms entity forms as well as custom record forms are capable of this. Only one type of form can be set as the pop-up form. Also when you set a new form the previously defined pop-up form gets disabled. Setting Properties Only for Entry Forms Enable Add Multiple: Check whether the button ‘Add Multiple’ available on the item lists is marked to hide if yes then unmark it and enable it immediately. It is

slide 6:

5/21/2020 NetSuite Custom Transaction Form Easy Setup Guide - SuiteActive https://suiteactive.com.au/blog/netsuite-custom-transaction-form/ 6/10 most essential for those forms that mostly rely on custom code scripts for validating line items. Because when it is enabled it allows the addition of multiple items to the item lists at once. In such a case any of the custom code events linked with the Validate Line function defined for the transaction form will never fire. Printing Type: Selected by default this feature permits you to set up the custom transaction forms for utilizing PDF as well as HTML layouts. But it is available for use only whenever you enable the feature ‘Advanced PDF/HTML Templates’. For the rest of the cases click on the ‘Advanced’ button to set the custom transaction form to make use of an advanced PDF/HTML template. Advanced PDF/HTML Template: You will be allowed to choose a template for your transaction form as per your need. However this feature is available only when you enable the ‘Advanced PDF/HTML Template’. Further set the ‘Printing Type’ feature to ‘Advanced’. Transaction Form PDF Layouts:Select any preferred layout for your transaction form. Then click on the link ‘Custom Layouts’ available on the upper-right corner of the page for customizing it further. Transaction Form HTML Layouts: Choose any layout as per your preference and click on the ‘Customize’ option for further modifications. You will find two types of layouts for instance standard layouts and classic layouts. These are applicable for all types of standard forms. Besides these can be printable in PDF forms as well. Remittance Slip: Define which kind of remittance slip you want to use for generating statements invoices packing slips and return authorizations. However if you want to avoid the current transaction form from printing with any remittance slip then select the option ‘None’. Note that before using this feature don’t forget to enable the option ‘Print Remittance Form with Invoices Statements’ Disclaimer: Enter a message or policy statement for this transaction form. You will be allowed to include about 4000 characters including spaces.

slide 7:

5/21/2020 NetSuite Custom Transaction Form Easy Setup Guide - SuiteActive https://suiteactive.com.au/blog/netsuite-custom-transaction-form/ 7/10 Address: Specify an address for this transaction form. If you don’t specify then the default address available on the page Company Information will be used for processing. Setup - Company - Company Information Logo: Select your preferred logo for this transaction form and upload it to your File Cabinet Navigate: Documents - Files - Images. If you don’t select then the default logo available on the Company Information page will be used much like the default address.

slide 8:

5/21/2020 NetSuite Custom Transaction Form Easy Setup Guide - SuiteActive https://suiteactive.com.au/blog/netsuite-custom-transaction-form/ 8/10 Common Space: Refers to the maximum number of inches reserved as printable space on your transaction form. Even though this value is pre-determined in the ‘Page Width’ feature of your preferred layout yet you can alter it by creating a custom layout. To do this click on the link ‘Custom Layouts’ present on the upper right corner of the page. Column Width: It is the width of every column available on your transaction form. This width will be determined on the basis of the total column width you enter in the ‘Column’ tab. In case the total width exceeds your columns’ space then the width of each column will be adjusted proportionally so that all the columns are perfectly fit within the page. Indeed the availability of the NetSuite Custom Transaction Form is one of the best features of NetSuite. They are highly useful in creating custom forms as per your business needs rather than using the pre- built ones. With customized transaction forms you can make any number of adjustments to your journal ledger entries or transactions wherever required. The entire process will be smooth and seamless as the usage of these customized transaction forms is absolutely user- friendly. Therefore leverage this feature and enhance the overall efficiency of your NetSuite solution. If you want saving time for your employees don’t hesitate to contacting us at infosuiteactive.com.au or calling +61 480 016 233 NetSuite professionals Services CATEGORY: NETSUITE Vartika Mishra

slide 9:

5/21/2020 NetSuite Custom Transaction Form Easy Setup Guide - SuiteActive https://suiteactive.com.au/blog/netsuite-custom-transaction-form/ 9/10  PREVIOUS ARTICLE How to migrate from NetSuite Box V1 to Box V2 NEXT ARTICLE  How NetSuite Consolidated Invoicing Simplifies your Invoicing Process Leave a Reply Your email address will not be published. Required fields are marked COMMENT NAME EMAIL WEBSITE SAVE MY NAME EMAIL AND WEBSITE IN THIS BROWSER FOR THE NEXT TIME I COMMENT. P O S T C O M M E N T Posts created 5

slide 10:

5/21/2020 NetSuite Custom Transaction Form Easy Setup Guide - SuiteActive https://suiteactive.com.au/blog/netsuite-custom-transaction-form/ 10/10 POST COMMENT Related Posts NetSuite How to create a Workflow in NetSuite NetSuite What a newbie need to know about NetSuite SuiteFlow and workflows NetSuite NetSuite Expense Report Overview NetSuite What is a Netsuite Sandbox Copyright 2020 All Right Reserved. Theme By ThemeGrill. Proudly powered by WordPress February 27 2020 December 24 2019 January 28 2020 February 10 2020

authorStream Live Help