🚨 Problem: Customizing forms by adding specific fields can help tailor the documents to meet your business needs. This tutorial will guide you through the process of adding a custom field to an item line of a purchase order in NetSuite.
Steps to Add a Custom Field
- Navigate to Transaction Line Fields:
- 📂 Go to: Customization > Lists, Records, & Fields > Transaction Line Fields > New.
- Create a New Custom Field:
- 📝 Label the Field: Give your custom field a recognizable label, such as “Test Video.”
- Field Type: Select “Free-Form Text” for simplicity.
- Applies To:
- 📦 Choose “Purchase Item” to ensure the field applies to purchase order item lines.
- Save the Custom Field:
- 💾 Click “Save” to create the custom field.
- Confirmation: The new custom field will appear at the bottom of the list, e.g., as number ten.
- Find the Custom Field added to a Purchase Order:
- 🛒 Navigate to: Transactions > Purchases > Enter Purchase Order > List.
- 📋 Create a new purchase order transaction.
- 🖱️ In the item lines section, scroll to the right to find the new custom field labeled “Test Video.”
Final Thoughts
Adding a custom field to an item line in a purchase order is a straightforward process that can enhance the flexibility and utility of your purchase orders. By following these steps, you can customize your NetSuite experience to better fit your business processes.