After gaining a solid understanding of custom forms in New to NetSuite | Custom Forms Overview, let's delve into a practical application by exploring how to display the shipping address and billing address in the customer form.
If you're looking to make it easy for your customers to see both their billing and shipping addresses on the form, we've got you covered! You can now effortlessly customize your customer form to show all the essential details in one convenient place.
Here's how:
Saved searches are crucial in NetSuite for locating and presenting vital data. We prioritized creating the saved search initially to establish the necessary data for the field setup. We set criteria to isolate relevant information, such as non-empty addresses. The results are tailored to include essential address details, considering factors like summary types and filters. Internal ID filters are applied to ensure precision and accuracy in the retrieved data.
1. Create a Saved Search for the Billing Address:
- Go to Reports > Saved Search > All Saved Search > New.
- Select Customer Saved Search
- Set the Search Title as "Billing Address".
- Click on Criteria.
- Choose Billing Address under Filter and select "Is not empty" under Description.
- Under Results subtab, select Billing Address, choose "Maximum" under Summary Type, and click Add.
- Click Available Filters, select Internal ID, and then click Save
2. Create a Saved Search for the Shipping Address:
- Go to Reports > Saved Search > All Saved Search > New.
- Select Customer Saved Search
- Set the Search Title as "Shipping Address".
- Click on Criteria.
- Choose Shipping Address under Filter and select "Is not empty" under Description.
- Under Results, select Shipping Address, choose "Maximum" under Summary Type, and click Add.
- Click Available Filters, select Internal ID, and then click Save
3. Create a custom entity field for the billing address:
- Navigate to Customization > List, Records and Fields > Entity Fields > New
- Label it as "Billing Address".
- Remove the checkmark from Store Value.
- Check Customer under Applies.
- Click Display, choose Main under Subtab, and then click Validation & Defaulting.
- Select "Billing Address" under Search and click Save.
4. Create a custom entity field for the shipping address:
- Navigate to Customization > List, Records and Fields > Entity Fields > New
- Label it as "Shipping Address".
- Remove the checkmark from Store Value.
- Check Customer under Applies.
- Click Display, choose Main under Subtab, and then click Validation & Defaulting.
- Select "Shipping Address" under Search and click Save.
Consequently, both the shipping address and billing address of the customer will be shown. Users can also select the subtab where they wish to display the addresses.
Result:
With these enhancements, newcomers to NetSuite can now effortlessly manage and view both shipping and billing addresses, tailored to their preferred subtab selection.
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