Transaction Fields
These fields modify the “upper half” of the Sales Order, Estimate, or Invoice. By upper half, we mean anything above the line items.
Many of these fields are optional to NetSuite, meaning they might not have even been enabled in your NetSuite org. And they are optional in the sense that even if they have been enabled in Salesforce, they might not be required. So you will not necessarily need all of these fields.
Here is an example of populating the PO and Memo field with custom fields from Salesforce.
To see a full list of the standard fields on a transaction record, please view the page Summarized Button URLs.
(This section does not refer to lookups or picklists which are explained in another section of this document. This section only refers to other data types)
We designate a custom field on a transaction by starting the line of the Custom URL as &cf which is followed by the type of the custom field (in this case a picklist) followed by the API name of the NetSuite field. Here is the theoretical construction.
NetSuite Field Type | Type Value | Example |
Date | date | &cf_date_netsuite_api_name=formula_field__c |
DateTime | datetime | &cf_datetime_netsuite_api_name=formula_field__c |
List Record (Lookup) | picklist | &cf_picklist_netsuite_api_name=formula_field__c |
Integer Number | integer | &cf_integer_netsuite_api_name=formula_field__c |
Decimal Number | number | &cf_number_netsuite_api_name=formula_field__c |
Currency | number | &cf_number_netsuite_api_name=formula_field__c |
Percent | number | &cf_number_netsuite_api_name=formula_field__c |
Check Box | checkbox | &cf_checkbox_netsuite_api_name=formula_field__c |
Free Form Text | text | &cf_text_netsuite_api_name=formula_field__c |
Text Area | textarea | &cf_textarea_netsuite_api_name=formula_field__c |
Long Text | longtextarea | &cf_longtextarea_netsuite_api_name=formula_field__c |
Email Address | text | &cf_text_netsuite_api_name=formula_field__c |
Hyperlink | text | &cf_text_netsuite_api_name=formula_field__c |
