Wednesday, September 26, 2018

Default custom transaction column field values are not saved with the record when the column field is hidden on the transaction form

Administrator creates custom field that would only be accessed by certain users. The user has the following setup:

- Custom field can only be accessed by the Sales Manager
 
- Custom field is a transaction column field of type Percent where Store Value is checked

- The custom field has a default value set in the Validation and Defaulting tab (e.g. .08)

- Field is not set to show on Sales Order Form 1 which is the preferred form of their Sales Rep

- Sales Manager uses Sales Order Form 2 where the field is set to Show
 
Sales Rep then creates a new order using Sales Order Form 1. Sales Manager edits the order, switches the form to Sales Order Form 2 and noticed that the custom column field is blank.
 
This behavior is working as expected. NetSuite is not able to set the value for the field since it did not find the field during record initiation. 
 
To resolve this, perform the following steps:
 
 1. Navigate to Customization > Forms > Transaction Forms.
 
 2. Edit the Transaction form where the field needs to be hidden.
 
 3. Click the Screen Fields tab > Columns subtab.
 
 4. Locate the custom field.
 
 5. Delete the Label set to the field.
 
 6. Click the Show checkbox.
 
 7. Click Save.
 
Field that does not have a label will not be visible in the form but the default value is still set on the field. This makes the default value populate when user switches to the form where field is set to Show.
 
Note: Enhancement#147496 has been filed for the ability to set value on field that is hidden on the form.

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