How to Create Lines on a Custom Record (without it being a Custom Transaction)
I am trying to create a custom record that has lines that can be manually added in the same way you would add items to a sales order. I know you can do this with a custom transaction, however, there’s baggage that comes with it. I don’t need any of the required fields like “Account” or anything accounting related because the record will be non-GL impacting. I just want a 1 to many relationship where the children can be manually added as lines to the parent record. Anyone have an idea how to do this?
Like @Sam-I-Am suggested, the way to do this is with two custom records. To enable adding child records directly from the parent record, you need to enable the options “Show Remove Link”, and “Allow Child Record Editing” on the child custom record. (You really only want the later, but NetSuite won’t allow you to just select that for some reason..)
For example, we have a custom records to manage website categories for a custom integration – one record called “Website Category” which is the actual category (parent), and a second (child) custom record called “Website Category Item” which is the list items in each category. As you can see from the screen shot you can directly manage child records in the parent.
You can create two custom records with child parent relationship. Parent record would be you main record and the child record would be the nested one where you you would enter the data as the line level. This sort of quasi solution for your requirements, and might work. My 2 cents worth
Right. I thought of that too, but I think the only way to get the child to appear on the parent record is to create the child record and select the parent from the dropdown. Then the child(ren) will be automatically populated on the parent record. But I don’t think it works the other direction, where you can start from the parent record and add the children, or at least I don’t know how.
I think I figured it out. I actually already did what you suggested. What I didn’t realize is that you have to create and save the parent record first before you can add the children. I guess the parent has to exist first before children can be associated. I thought you could do it all in one shot, but that doesn’t seem to be the case. Is that what you’re getting on your end too?