Set the Customer Center Sales Order Form
When a customer views a sales order in the Customer Center, the form used to display the order depends on how the order was originally entered in NetSuite. You can determine the sales order form that is shown to Customer Center users.
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For a sales order created in the Customer Center or entered directly into NetSuite, the order is displayed using the preferred sales order form defined at Customization > Forms > Transaction Forms at the time the order was saved.
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For a sales order created through the Web Store, the order is displayed using the form that was defined at the time the order was saved in the Sales Order Type field on the Website record at Commerce > Websites > Website List on the Shopping subtab, Checkout Preferences.
If this form preference is changed, sales orders saved prior to the change are displayed using the originally saved form.
If your default external form is an invoice form instead of a cash sale, perform the following procedure to determine which fields show on the form.
To determine which fields show on the form:
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Go to Customization > Forms > Transaction Forms.
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Click Customize next to Standard Sales Order - Invoice.
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Go to the Printing Fields subtab and check (or clear) the Print/Email box for fields you want to show (or not show.) The Printing Field subtab is displayed if you have the Basic printing type selected. For information about printing types, see Creating Custom Entry and Transaction Forms.
The Screen Fields subtab controls the appearance of the form when it is viewed from an internal role, such as Administrator.
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Click Save.
Be aware of the following about marking a transaction or CRM form Preferred for Customer Center roles: External forms, meaning forms with names appended with (External), can be marked Preferred for Customer Center roles, but not for other roles. Forms that are not external cannot be marked as Preferred for Customer Center roles.