Monday, December 31, 2018

CSV Required/Basic Fields for a Cash Sale Import

When importing Cash Sale in NetSuite, the fields on your CSV file depend on the fields that you have on your Cash Sale form.

For a Standard Cash Sale form, the required fields are the following:

Posting Period

These fields come with an asterisk symbol in the Cash Sale form which indicates they are required.

Users can add/remove required fields on the Cash Sale form by customizing it.

There are two ways to customize your Transaction forms:

1. Navigate to Customization > Forms > Transaction Forms > Select the form and then click on Customize
2. Open the transaction > mouse-over Customize in the upper-right section of the record > click Customize Form.

Once inside the Edit Custom Transaction Form page:

1. Navigate to the Screen Fields tab.
2. Under each subtab, users will see a Mandatory column with check boxes for each field. Select which field to set as mandatory.
3. Save the changes once done.

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