Tuesday, July 16, 2019

Move the Credit Hold field on the Customer Record to a New Subtab

The Credit Hold field is a standard NetSuite field on the customer record which is located under the Financial Tab. When users try to move this field in a new tab, it is not showing on the available fields that can be moved.

Steps to Reproduce:
1. Navigate to Customization > Forms > Entry Forms.
2. Click Customize on Standard Customer Form.
3. Under Fields tab> Financial subtab> Note that Credit Hold is grayed out.
4. Click Save & Move Elements to try to move this on another tab.
5. On this Move Entry Form Elements page, navigate to Fields tab> Financial Subtab.

Actual Result: Credit Hold is not shown.

In order to ensure that a field is available to moved, it should not be set to the Same Row as Previous. To resolve this, a user may follow the steps below:

1. Navigate to Customization > Forms > Entry Forms.
2. Click Customize on Standard Customer Form.
3. Under Fields tab> Financial subtab> Credit Hold> Uncheck Same Row as Previous checkbox and assign check the said checkbox on the field before it.
4. Click Save & Move Elements.
5. On this Move Entry Form Elements page, navigate to Fields tab> Financial Subtab and note that Credit Hold is already exposed on the page and can be moved to another tab.
6. Check the Select checkbox for Credit Hold, and on the Subtab dropdown= select the tab as to where you will move this.
7. Click Save when done.

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