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Configuring NetSuite custom fields for display and use in Routable

Olivia Millard
Updated

Routable reads your NetSuite settings (not your NetSuite bill/invoice forms) to determine which fields to show when you are coding a bill. To ensure that your custom fields appear in the Routable bill form, make sure that your custom fields are configured as described below.

📚 To learn about creating NetSuite custom fields, see the NetSuite Help Center article Creating a Custom Field ↗

If you recently added a custom field in NetSuite and you do not see it in Routable, re-sync your integration.

Adding custom transaction body fields

To add custom transaction body fields to the Routable bill header, configure the fields as follows:

  1. Applies To tab: ☑️ Purchase
  2. Display tab: Select a Subtab
    • If you do not select a Subtab, you still want the field to display in the bill body, and the field type is a List/Record, please reach out to Support. Support can help you display the field in Routable on a tab called Uncategorized.

Adding custom transaction line fields

Adding custom transaction line fields to bills

To add custom transaction line fields to the Routable bill line items table, configure the fields as follows:

  1. Applies To subtab
    • ☑️ Expense: Field will appear on the Expenses subtab
    • ☑️ Purchase Item: Field will appear on the Items subtab

📚 To learn more about creating custom transaction body fields, see the NetSuite Help Center article Creating Custom Transaction Body Fields ↗

Adding custom transaction line fields to invoices

To add custom transaction line fields to the Routable invoice line items table, configure the fields as follows:

  1. Applies To subtab: ☑️ Sale Item

📚 To learn more about creating custom transaction line fields, see the NetSuite Help Center article Creating Custom Transaction Line Fields ↗

📚 To learn more about the Applies To subtab, see the NetSuite Help Center article Assigning Custom Fields to Specific Record Types ↗

Supported field types

Routable supports the following types of custom fields:

  • Checkbox
  • Currency
  • Date
  • Date/Time
  • Decimal number
  • Email address
  • Free-form text
  • Hyperlink
  • Integer number
  • List/record
  • Long text
  • Percent
  • Phone number
  • Text area
  • Time of day

📚 To learn more about NetSuite custom field types, see the NetSuite Help Center article Field Type Descriptions for Custom Fields ↗

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