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 fields 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 orderNumber (optional) and then the type of the custom field (i.e. text, date, etc.) followed by the API name of the NetSuite field. Here is the theoretical construction.
The type can be decided by checking the NetSuite Field Type of the line-level custom fields. For more information, please refer to Custom Fields
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 |
The order number part in the button URL syntax above determines the order in which the custom fields are displayed on the create transaction pages (UI).
If we have an order number, they will be displayed as per our preferences:
If no order is given, the custom field columns are added randomly or alphabetically.
