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NSC | Display Transaction Currency on the Main Section of Records
Use Case: Users may want to display the transaction currency directly on the Main section of transaction records for easier visibility. This can be achieved by creating a Custom Transaction Body Field that sources the transaction currency dynamically. How It Works: Navigate to Customization > Lists, Records, & Fields >…
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NSC | Allow Specific Roles to Edit a Disabled Custom Field
Use Case: Users may want a Custom Field to remain restricted for most roles while allowing specific roles to edit the field. This can be achieved by configuring role-based access permissions on the Custom Field. How It Works: Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Enter the…
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NSC | Dynamically Set Currency Based on Bill Country in Advanced PDF/HTML Templates
Use Case: Users may want the printed currency format in an Advanced PDF/HTML Template to change automatically depending on the transaction’s Bill Country. This can be achieved by setting the locale dynamically within the template source code. How It Works: Navigate to Customization > Forms > Advanced PDF/HTML Templates 2.…
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NSC | Fix Uneven Table Borders in Advanced PDF/HTML Templates
Use Case: Users may notice uneven table borders when printing transactions using Advanced PDF/HTML Templates. This issue is commonly caused by using inline table properties such as border-right. Using CSS border styling instead provides more consistent table borders in generated PDF outputs. How It Works: Navigate…
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NSC | Understand Available Fields on the Invoice Sales Orders Page
Use Case: Users may notice that the Additional Columns list on the Invoice Sales Orders page includes Custom Fields that are not deployed on Sales Orders. This behavior can cause confusion when adding fields that do not display any values on the page. How It Works: The Invoice Sales Orders page retrieves values from Sales…
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NSC | Automatically Source Email Templates From a Custom Record
Use Case: Users may want to store Email Templates in a Custom Record and automatically source the selected template into another transaction record. This setup allows users to manage reusable email templates centrally and populate them dynamically based on the selected template name. How It Works: I. Create a Custom Record…
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NSC | Use NL Tags for Custom Fields in Email Templates
Use Case: Users may encounter issues sourcing Custom Transaction Body Field values in Standard HTML Layout email templates when using unsupported FreeMarker syntax. Using the appropriate NL tags ensures that the correct values are displayed in the email template. How It Works: Note: The Custom Transaction ID may vary…
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NSC | Allow Manual Editing of Vendor Bill Approval Fields
Use Case: There may be instances where users need to manually update the Vendor Bill Approval Status and Next Approver fields. This can be done by changing the display settings of the fields on the transaction form. How It Works: Navigate to Customization > Forms > Transaction Forms Locate the preferred Transaction Form…
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NSC | Workflows: Why Workflows Behave Differently During CSV Imports
Overview NetSuite workflows do not always behave the same way during CSV imports as they do when records are entered manually. Some workflow actions may not trigger, or they may trigger differently depending on the workflow setup and import method. Understanding this behavior can help administrators troubleshoot imported…
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NSC | Custom Forms: Why Preferred Forms Change Automatically
Overview In NetSuite, Preferred Forms determine which transaction or record form users see by default. However, administrators may sometimes notice that users open records with unexpected layouts or forms. This behavior is usually related to role settings, preferred form configurations, or stored form behavior within the…
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NSC | Workflows: Why Workflow Buttons Disappear
Overview Workflow buttons in NetSuite are commonly used to guide users through approval processes and record actions. However, administrators may notice that certain workflow buttons disappear after a record changes status. This behavior is often related to workflow conditions, states, or execution logic within SuiteFlow.…
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NSC | Workflows: Understanding Before Record Submit vs After Record Submit
Overview When building workflows in NetSuite, trigger timing plays an important role in how actions behave during record processing. Two commonly used workflow trigger timings are: Before Record Submit After Record Submit Understanding the difference between these triggers helps administrators control when workflow actions…
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NSC | Why Some Workflow Actions Fail Silently
Overview SuiteFlow workflows help automate business processes in NetSuite using actions such as: Set Field Value Send Email Create Record Lock Record However, administrators may occasionally encounter situations where a workflow action does not execute as expected and no visible error message appears. Understanding why…
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NSC | Why Navigation Tabs Differ by Role
Overview In NetSuite, navigation tabs and menu visibility are controlled by roles, permissions, centers, and assigned features. Because of this, users with different roles may see different navigation menus even when accessing the same account. Understanding how role-based navigation works can help administrators…
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NSC | Show System Notes on a Custom Record
Use Case: Users may notice that System Notes do not appear on a Custom Record even when the Enable System Notes option is enabled. This can occur when the Show Notes setting is not enabled on the Custom Record type. How It Works: Log in using the Administrator role Navigate to Customization > Lists, Records, & Fields >…
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NSC | Create a Saved Search for Custom Segment Values
Use Case: Users may need to create a Saved Search that displays Custom Segment values for review, reporting, or update purposes. How It Works: Navigate to Customization > Lists, Records, & Fields > Custom Segments Locate the preferred Custom Segment and click View Click Manage Values On the upper-right corner, click Search…
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NSC | Display A Colored Custom Field Based on Transaction Conditions
Use Case: Users may want a colored field to appear on a transaction only when specific conditions are met. This can be done by using two custom transaction body fields: one for the colored text and one for the condition. How It Works: A. Create the first custom transaction body field: Navigate to Customization > Lists,…
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NSC | Apply Alternating Row Highlights on Printed Transaction Forms
Use Case: Advanced PDF/HTML Templates support HTML and CSS formatting, allowing users to customize the appearance of printed transaction forms. Users can apply alternating background colors to item rows to improve readability of item tables. How It Works: Navigate to Customization > Forms > Advanced PDF/HTML Templates…
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NSC | Allow More Than 200 Characters for a Custom Transaction Body Field Label
Use Case: Custom Field labels in NetSuite are limited to 200 characters. However, users may need to display labels longer than 200 characters on the Review and Submit page of the Web Store. This can be achieved by using a script to dynamically replace the field label text on the page. How It Works: Log in using…
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NSC | Resolve Error: "java.lang.StringIndexOutOfBounds.." when Printing Advanced PDF/HTML Template
Use Case: Users may encounter the following error when printing a transaction using an Advanced PDF/HTML Template: java.lang.StringIndexOutOfBoundsException: String Index out of Range: 0 This error is commonly caused by empty or invalid field values referenced within the Advanced PDF/HTML Template script or formatting…
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NSC | Change the Custom Form on a Record Using Browser Console
Use Case: There may be instances where a Custom Field does not appear on a record because: the current form hides the field, or the form used to save the record is locked from a bundle. Using the browser console, users can temporarily change the form used by the record to access the missing field. How It Works: Open the…
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NSC | Resolve: Unexpected Error When Installing Advanced Workflows
Use Case: Users may encounter an unexpected error when attempting to install the SuiteFlow: Advanced Workflows bundle. This occurs because the Source Account associated with the bundle no longer exists. How It Works: The SuiteFlow: Advanced Workflows bundle can no longer be installed because its Source Account is already…
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NSC | Custom Transaction Body Field Label Changes Not Appearing for All Users
Use Case: Users may notice that changes made to Transaction Body Field labels do not appear for all users. This behavior is caused by language-specific field translations in NetSuite. How It Works: Changing the user’s language setting from: English (International) to English (U.K) resolved the issue and displayed the…
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NSC | Restrict Inline Editing on Saved Search Results
Use Case: Users may want to prevent a Custom Role from performing inline edits directly from Saved Search results. This can be done by disabling inline editing on the form used by the role. How It Works: Navigate to Customization > Forms > Entry Forms Locate the preferred form and click Edit Disable the following option:…
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NSC | A Manual Spreadsheet Process Needs to Move Into NetSuite: How to Model It with Custom Records
Manual spreadsheets are often used to track business processes that do not yet have a formal system. Over time, these spreadsheets can become difficult to manage, especially when multiple users need to update the same information. SuiteBuilder custom records can help move these manual processes into NetSuite so the data is…
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NSC | Advanced Templates for Printing Saved Search Results With Multiple Formula Percent
Use Case: Businesses may need to print saved search results that include more than one Formula(Percent) field in an Advanced PDF/HTML template. When a saved search contains multiple Formula(Percent) columns, each field must be referenced correctly in the template so the results display in the proper order. How It Works:…
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NSC | Print Status in Uppercase on the Sales Order or Invoice Form
Use Case: Businesses may want the transaction status on Sales Orders or Invoices to appear in uppercase for consistency, readability, or formatting standards on printed forms. Creating a custom transaction body field with a formula allows the status to automatically display in uppercase. How It Works: 1.Navigate…
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NSC | Resolve Error: "Not Enough Permissions.." on Quick Add Portlet for Case
Use Case: Users may encounter a permission error when attempting to use the Quick Add portlet for Cases in NetSuite. This issue can occur when the preferred Case form does not allow field editing on lists. Enabling this setting on the Case entry form resolves the error and allows records to be created through the Quick Add…
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NSC | Differentiate Custom Segment From Custom Field
Use Case: Users may need to identify whether a field added to a report is a Custom Segment or a Custom Field (such as a Custom Transaction Body Field). Knowing the difference helps ensure the correct field type is selected when customizing reports. How It Works: When adding fields to a report through the Add Field section:…
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NSC | Resolve Error: "Invalid Custrecord_xx Reference Key XX" When Performing CSV Import for Custom
Use Case: Users may encounter the error below when importing Custom Records through CSV Import in NetSuite: Invalid custrecord_xx reference key XX One possible cause of this error is that the CSV import references an inactive Custom Record. Reactivating the referenced Custom Record resolves the issue and allows the import…