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 also customize a transaction form to show locations on each line.

If you use the Multi-Location Inventory feature and identify a preferred location on each item record, the preferred location defaults on transactions that show line-item locations.

To customize a form for line-item locations:

  1. Go to Customization > Forms > Transaction Forms.

  2. From the Custom Transaction Forms list, click Customize next to the type of form you want to customize.

  3. On the Custom Transaction Form page, set the following fields:

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

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

    • Optionally, check the Form is Preferred box to make this form your preferred form.

  4. Click the Sublist Fields subtab, and then check the box for the Location label.

    This setting shows a Locations field when you view the form.

  5. Click the Printing Fields subtab.

  6. Click the Columns subtab, and then check the box for the Location label.

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

  7. 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 for the item.

Related Topics

General Notices