Customizing a Form for Line-item Locations

When you enable the Locations feature, NetSuite sets a preference to allow line-item locations. For more information about this preference, read Inventory Management Preferences.

After you set line-item locations, you can select a location for each line on a transaction.

Important:

You must customize a transaction form to show locations on each line.

After you identify a preferred location on each item record, the preferred location of the item defaults on transactions that show line-item locations.

To customize a form for line-item locations:

  1. Click the Setup tab.

  2. On the Setup page, under the Customization heading, click Transaction Forms.

  3. Click Customize next to the kind of form you want to customize.

  4. In the Name field, enter a name for your custom transaction form.

  5. In the Layout field, select a layout for your form.

  6. Check the Form is Preferred box to make this form your preferred form.

  7. Click the Sublist Fields subtab and check the Location box.

    This shows a Locations field when you view the form on-screen.

  8. Click the Printing Fields subtab.

  9. Click the Columns subtab and check the Location box.

    This shows a location field for line-items on transactions you print or email.

  10. Click Save.

The transaction you customized can identify a location for each line item. The preferred location for an item defaults in the location field, but you can choose another location if needed.

Related Topics

Inventory Management Overview
Inventory Management Setup
Basic Inventory Management
Multi-Location Inventory
Bin Management
Purchasing Inventory
Inventory Sales and Fulfillment
Warehouse Processing
Inventory Reporting

General Notices