This article from InSource shows how custom forms on transaction in NetSuite are to be used. This article also outlines which form should be used for each type of transaction.
- Author: Bre Snyder
- Published: 07.10.2019
- Applies to: NetSuite ; All Versions
Custom forms on transactions provide multiple functions for the user. By selecting a custom form based on the transaction type and items, it allows for the proper behind the scenes functions to be processed correctly. Each form also includes a specific set of fields that are required based on order type.
Custom Forms by Transaction Type:
1. ISS Opportunity - without support (Preferred)
Preferred Form: Used for orders that do not require any support items and no support contract is required
Example: Product Only orders, Training orders
2. ISS Opportunity - with Support
Used for orders that require support items and will require a support contract
Example: License orders, Service Orders
3. ISS Opp w/ support for renew script
Used for renewal opportunities that are auto generated contracts when the time frame of renewal is within 105 days.
1. ISS Estimate (Preferred)
Preferred form: Used for standard quotes that will be processed through Quosal
2. Quote - SI/OEM Contract Renewals
Used for all Customer First Renewal Opportunities for Wonderware OEM/VAR Consignments or system integrator quotes; Not processed through Quosal
1. ISS Sales Order - without support (Preferred)
Preferred form: Used for orders that do not required any support items and do not require a contract
Example: Product orders or Training orders
2. ISS Sales Order - with Support
Used for orders including support items that will require a support contract.
3. ISS Sales Order – Services
Used for orders that require service items and will require a project record to be created.
1. ISS Invoice without CF (Preferred)
Preferred Form: Used for invoices that do not have support items listed
2. ISS Invoice with CF
Used for invoices that have support items / contracts
3. ISS Service Invoice (TT)
Used for project invoices