NetSuite Tip: Add Custom Transaction Line Fields To Your NetSuite Workflow
In the busy world of e-commerce, customer satisfaction reigns supreme. A well-known online retailer faced an intimidating challenge: capturing detailed customer preferences, pricing, and product specifications for their orders. Standard line item values proved inadequate, leaving a trail of errors, misinterpretations, and missed opportunities.
Determined to elevate their customer experience, the retailer welcomed the power of custom line item values, seamlessly integrating them into their NetSuite workflow, the unsung heroes of business process automation.
The transformation was remarkable. Customer satisfaction soared as the retailer effortlessly captured unique product specifications, ensuring each order met the customer’s exact expectations. The impact was profound, not only in terms of customer loyalty but also in terms of operational efficiency and cost savings.
Custom Line Item Values
In the realm of NetSuite, custom line item values emerge as powerful tools that extend the capabilities of standard line item values. While standard line item values capture basic transaction information, custom line item values provide the flexibility to capture and store additional data specific to your business needs with each transaction. You can tailor these values to your unique business processes, enabling you to gather granular data that enhances decision-making and operational efficiency.
Differentiating Default and Custom Line Item Values
Default line item values are pre-defined fields provided by NetSuite. They capture essential information such as the item ID, quantity, unit price, and line item amount. These values form the foundation of transaction data, providing a standardized framework for recording business activities.
In contrast, custom line item values are user-defined fields. You create these to capture additional data specific to your business requirements. These values range from product customization details to customer preferences, vendor terms, or shipping instructions. Hence, you can transform your NetSuite environment into a data repository that aligns with your unique business processes.
Benefits of Utilizing Custom Line Item Values
The benefits of utilizing custom line item values extend far beyond simply capturing additional data. These values empower you to:
- Enhance Data Granularity: Custom line item values enable you to capture granular data beyond standard transaction details. This data provides deeper insights into customer preferences, product specifications, and operational processes, fostering informed decision-making.
- Automate Business Processes: Custom line item values can be integrated into NetSuite workflows, triggering automated actions based on specific data criteria. This automation streamlines processes, reduces manual intervention and enhances operational efficiency.
- Generate Comprehensive Reports: Custom line item values enrich your reporting capabilities. Incorporating these values into your reports gives you a comprehensive view of your business operations, enabling you to identify trends, analyze performance, and make data-driven decisions.
- Tailor NetSuite to Your Business: Custom line item values empower you to adapt NetSuite to your specific business needs. By creating and utilizing these values, you can capture the nuances of your operations, ensuring that NetSuite seamlessly integrates with your business processes.
How to Create Custom Transaction Line Item Fields:
Custom transaction line fields refer to user-defined fields to add to transaction line items to capture and store additional information specific to your business needs. These fields are customizable to accommodate unique data requirements that standard fields may not cover. The line item columns of transaction records display the fields.
These records include:
- expense items
- purchase items
- sale items
- store items
- revenue arrangements
- journal entries
- expense reports
- item receipts or fulfillments
- opportunity items
- time cards
- inventory adjustment
- inventory transfer
- fulfillment requests
- store pickup fulfillments
- work orders
- paycheck earnings
- paycheck deductions
- paycheck employee taxes
- paycheck company taxes
- paycheck company contributions
Path to Create:
- Navigate to the Customization Center.
- Select “Lists, Records & Fields” from the main menu.
- Choose Transaction Line Fields
The Custom Transaction Line Fields page lists the custom fields along with columns providing detailed information about the field and you can also see to which records the field applies.
4. Click the “New” button.
5. Complete the fields as needed
Note: SuiteCloud Development Framework (SDF) allows developers to manage custom transaction line fields as part of file-based customization projects. Developers can find information about SDF in the SuiteCloud Development Framework Overview. Developers can use the Copy to Account feature to copy an individual custom transaction line field to another of their accounts, with a clickable option in the upper right corner of each custom transaction line field page. Find information about the Copy to Account feature in the Copy to Account Overview.
6. Save the custom field.
Caveats to note for the custom transaction line fields:
Display Type for the custom transaction line field set to Hidden is still included on all forms, even if it is not displayed. The system disregards any changes made to show or hide the field on all applicable forms for the custom transaction line field.
A check box type limitation exists when all of the following conditions are met:
- Type = Check Box
- Store Value = checked
- Applies To = only Item Fulfillment is checked
- On the Validation & Defaulting subtab, Default Checked is checked
- Create a sales order and add at least one item
- Click Save & Fulfill
Despite the previously specified settings, the transaction line field remains unchecked in the item fulfillment transaction. The inconsistency occurs because NetSuite defaults to the system value if the checkbox is not applied in the sales order, and the custom field information is derived from it. As a workaround, you can apply the field to sales orders and hide it on the sales order forms if necessary.
Custom transaction line fields are just one solution to optimizing your business. If you want to learn more about NetSuite, DataOngoing, or have questions specific to your business, contact us today! We’re the NetSuite experts you can trust to transform your business.