Setting Up Custom Transaction Forms for China

NetSuite allows you to configure your company’s preferred transaction forms that are customized according to your business need. These settings can be found on the Custom Transaction Forms page.

This page is available at Customization > Forms > Transaction Forms. These settings are available to all Administrators. Any changes to these settings will apply to all users in the account. This is a required set up.

For more information about custom transaction forms, see Custom Forms.

The following are the transaction forms that you will need to configure to your account:

• Vendor Prepayment Forms— You will need to ensure that the custom vendor prepayment form is preferred. When installing the NetSuite China Localization, a custom vendor prepayment form is automatically created. To ensure that the custom vendor prepayment form is preferred:

  1. Find Custom Vendor Prepayment Form.

  2. Check the Preferred box.

  Important:

  This setting is required for first time installs or reinstalls in a cleaned account of NetSuite China Localization.

For more information about customizing your transaction forms, see Creating Custom Entry and Transaction Forms.

Manually Select Custom Vendor Prepayment Form for China Transactions

When creating a vendor prepayment transaction, ensure that the Custom Vendor Prepayment Form is selected in the Custom Form field in the Vendor Prepayment page.

For more information about completing the vendor prepayment form, see Entering Vendor Prepayments.

General Notices