Storing Custom Forms with Transactions
Store Form with Record is an option available for custom entry and some custom transaction forms. The option indicates whether a reference to the form should be stored with each record created by it. When enabled, you see the referenced form, rather than your preferred form, when you view or edit a related record. This option is enabled by default for custom transaction forms.
For some transaction types, the custom form is always stored with each transaction where it was used. For these transaction types, the Store Form with Record box is not available to administrators when you are configuring your custom form.
The following table lists custom transaction form types and whether users have the choice of changing the Store Form with Record option.
|
Custom Transaction Form Type |
|
|---|---|
|
Assembly Build |
Yes |
|
Assembly Unbuild |
Yes |
|
Bill of Materials |
No, form always stored with record |
|
Bill Payment |
No, form always stored with record |
|
Cash Refund |
No, form always stored with record |
|
Cash Sale |
No, form always stored with record |
|
Check |
Yes |
|
Credit Card Charge |
Yes |
|
Credit Memo |
No, form always stored with record |
|
Customer Deposit |
No, form always stored with record |
|
Customer Refund |
Yes |
|
Deposit |
Yes |
|
Estimate (Quote) |
No, form always stored with record |
|
Expense Report |
Yes |
|
Inventory Adjustment |
Yes |
|
Inventory Cost Revaluation |
Yes |
|
Inventory Worksheet |
Yes |
|
Invoice |
No, form always stored with record |
|
Item Fulfillment |
No, form always stored with record |
|
Item Receipt |
No, form always stored with record |
|
Journal Entry |
Yes |
|
Opportunity |
Yes |
|
Packing Slip |
No, form always stored with record |
|
Payment |
No, form always stored with record |
|
Picking Ticket |
No, form always stored with record |
|
Price List |
No, form always stored with record |
|
Purchase Order |
No, form always stored with record |
|
Remittance Slip |
No, form always stored with record |
|
Return Authorization |
No, form always stored with record |
|
Return Form |
No, form always stored with record |
|
Sales Order |
No, form always stored with record |
|
Shipping Label |
No, form always stored with record |
|
Statement |
No, form always stored with record |
|
Transfer Inventory |
No, form always stored with record |
|
Transfer Order |
Yes |
|
Vendor Bill |
Yes |
|
Vendor Credit |
Yes |
|
Vendor Return Authorization |
Yes |
|
Work Order |
Yes |
If a custom form is stored with a record, a user who accesses that record gets that form even if that form is not enabled for their role.
Related Topics
- Creating Custom Entry and Transaction Forms
- Custom Entry Form Properties
- Custom Transaction Forms Properties
- Configuring Subtabs for Custom Entry and Transaction Forms
- Moving Fields and Lists Between Subtabs
- Configuring Field Groups
- Configuring Fields or Screens
- Configuring Buttons and Actions
- Configuring Printing Fields
- Configuring Sublists
- Configuring Sublist Fields
- Configuring QuickViews
- Associating Custom Code (Client SuiteScript) Files With Custom Forms
- Defining Preferred Forms
- Adding Disclaimers to Transaction Form Footers
- Specifying Check Layout by Subsidiary
- Customizing Multiple Page Transaction Forms
- Linking Transaction Forms