In NetSuite, some companies requires the Invoice # to be shown within their Credit Memos. In this article, we will guide you on how to do this by utilizing Custom Fields.

Create the Custom Field:

Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New

On the Transaction Body Field page, set the fields below:

• Store Value: No
• Sales: Yes

On the Validation & Defaulting subtab, change the field below:

• Default Value: {createdfrom.createdfrom}
• Formula: Yes

• Click on Save

Results:

Once done, it should now display the Invoice number as seen below:

Note: If the field says Error: Field not found, kindly try manually typing the formula