If you've created a custom record in NetSuite and want to link it specifically to the Item Fulfillment record, you might encounter an issue where the custom record appears under the Custom tab for other transactions, like Item Receipt, Transfer Order, or Sales Order. Here's how to restrict the custom record to display only for Item Fulfillment transactions.
Solution: Filter by Transaction Type
To ensure your custom record only appears under the Custom tab of the Item Fulfillment record, you need to filter it by the specific transaction type.
- Edit the Custom Record:
Go to Customization > Lists, Records, & Fields > Record Types, and edit your custom record. - Set Sourcing and Filtering:
- Under the Sourcing and Filtering subtab, look for the Type field.
- In the Type field, select Item Fulfillment from the dropdown.
- Save Your Changes:
Once you've selected Item Fulfillment, save the changes to your custom record.
By filtering the custom record by the Item Fulfillment transaction type, you ensure that it only appears in the Custom tab for relevant transactions. This keeps your record clean and specific to the transactions that need it.
