Robert Nedelkow-Oracle · Oracle NetSuite Community Manager · Admin

It looks like this is related to the Advanced Projects feature being enabled. The solution in Defect 299737 was to use a different custom form (e.g. Project Overview Form), Standard Project Form or customize a new Project Form. I would file a case to confirm whether this is related and to receive any updates.

Corey, do you have the Advanced Projects feature enabled?

I just turned on the 3rd Party Billing feature and manually entered the 3rd Party Billing Account Number as 123456789 on the customer record. When I created a sales order from that customer record, the custom body field pulled the 3rd Party Acct # as expected. Customer: [ATTACH=CONFIG]n308417[/ATTACH] Sales Order:…

SuiteAnswers Answer Id: 15058 includes a similar use case and example using WorkFlows titled "Setting Fields Dynamically Using Conditional FieldTriggers."

This worked for me. Does your custom body field look like this? [ATTACH=CONFIG]n308412[/ATTACH]

The following solution is from SuiteAnswers Answer Id: 35501: To source the 3rd Party Billing Account Number: [LIST=1] [*]Navigate to Setup > Customization > Transaction Body Fields > New. [*]Type = Free Form Text [*]Store Value = False [*]Applies To = Sale [*]Under Validation & Defaulting tab: [/LIST] Default Value =…

Hi Robert, It doesn't look like this is currently possible. We are tracking this request in Enhancement 190172: Transactions > Sales > Bill Sales Orders : Hide 'Credit Card Approved' box in the Bill Sales Orders screen.

I've seen this happen in a sandbox account with the feature enabled. Defect 299737 was filed and the alternate solution is to customize a new Project Form.

We also have a 2017.1 quick tour video here.

Re: Defect 316886: Advanced PDF > Picking ticket > not printing Kit Items components. The target fix date is 12/04/2014.

To enable the Advanced PDF/HTML Templates feature, go to Setup > Company > Enable Features, and on the SuiteCloud tab, under SuiteBuilder, check the box for Advanced PDF/HTML Templates (Beta). See SuiteAnswers Answer Id: 26495 for more information and related topics.

Unlike Entry Forms, Transaction Forms do not have an option to move sublists between subtabs by default. This is currently filed as Enhancement 191052.

Hi Jarrod, The field needs to have Store Value checked in this case. Thanks,

Online customer forms do not yet support attachments. We are tracking this request in Enhancement 68629 - Provide a way for customers to attach an image or document file to an online customer form. An alternate solution has been created using a workflow to send a customer notification where the customer can reply and…

To default the current user as the assigned to on cases, try setting the employee restrictions for that user's role to None-Default to Own. As for the Origin field, you can set the default value under: Setup > Support > Support Preferences > Ordering tab > Case Origins subtab and drag the Phone option to the top of the…

FYI - Defect 177695: Field group column breaks and alignment. Thanks,

Hi Jeremie, You could create a custom form for the sales reps with the field not shown and another custom form for the manager with the field exposed. You would then restrict the form to their roles. Thanks,

As far as page load times are concerned, users can set a preference to Delay Loading of Sublists under Home > Set Preferences. Check this box to delay loading information on subtabs until you click the specific subtab. Setting this preference decreases page-load times. Thanks,

Some Standard Center Tabs can be removed from Standard Roles. If the “Set Up Custom Tab” link can be seen under Center Tab Overview, then this Tab can be removed for a Role. 1. Navigate to Setup > Users/Roles > Manage Roles. 2. Customize the Role and note the Center Type. 3. In Permissions tab > Setup subtab > set Custom…

We are tracking this request in Enhancement 171716 - Capture all changes on the fields on a custom record in the System Notes. You can vote for this feature via the Support Center. Thanks,

You can inactivate the form(s) without deleting them. Try this first. Thanks,

In that case, you could customize a role to use specific transactions forms for estimates, SOs, Invoices, etc. Edit a role, Forms tab > Transaction sub tab, and enable the different transaction forms. Thanks,

I think you could use the role method to accomplish this. The role enabled forms allow you to select multiple invoice forms, and multiple sales forms for example. (All transaction forms should be listed). Only the enabled forms will be available to select, assuming the Custom Form field is visible on the form. This would…

The "Store Form with Record" setting might help. Check this field to store a reference to this form with each record created by it. When viewed, any record that was originally created with this form is displayed using this form rather than the users preferred form. Thanks,

We have a similar Enhancement Request for this that you may want to vote for. Enhancement 188118 : User Interface > To have a preference on Required/Mandatory fields to show it as Asterisks or Highlighted. Thanks,

Enhancement 126956 tracks the ability to mass update transactions forms without the need to go through each transaction, and select the preferred form. You may be able to use a script to do this as mentioned in this thread: https://usergroup.netsuite.com/users/showthread.php?t=10374&highlight=mass+update+forms Thanks,

I have updated data in custom forms via csv import pre-release 2011.2. There is an option to select customized form in the second step of the import. Hope this helps. If you referring to the Custom Form dropdown under Advanced Options, this will only determine the NetSuite fields that can be mapped for importing. Thanks,

Check the Customer Status List at: Setup > Sales > Customer Statuses, and inactivate the ones you no longer need. Thanks,

Also, any new entity fields applied to Customers, will be available to your Online Customer Form. Thanks,

You will need to customize your customer form and check the Quick Add box next to the fields you want to appear on the dashboard. Thanks,