How to add sublist to salesorder from a custom record type?
Goal: Add a sub list of ‘subscription products’ to (all) sales order records in NetSuite.
– I created a custom record type ‘subscription product’.
– The custom record type doesn’t have a ‘record is parent’ field created/configured.
– When I try to create this field, I have no option to select ‘sales order’ record/list type.
– How do I associate the ‘subscription product’ custom record type with the sales order? (child -> parent)?
– I have created a saved search for the ‘subscription product’ record type.
– How do I add this saved search as a sub list to the sales order record?
What are your fields for subscription product? You will need a custom field for the Customer since that would be the only “meaningful” record to associate with a sales order since there is only one customer per sales order.
The custom field for Customer will need to be List/Record type with Customer as the list. Your saved search needs a filter for Customer in order for it to be associated with the customer record. You can create a custom sublist to make it visible on the sales order record.
- Create the custom record type
- Add a ‘transaction reference’ field, mark it as ‘Record is Parent’, save the field
- Create a saved search for this type of custom record. save as public, check box for ‘allow as sublist’.
- Go to customization -> Forms -> Sublists in the header menu bar.
- Add the saved search from step 3 as a sublist to transaction record types, specifically order.
- navigate to a sales order, confirm there is a new sublist under Custom tab.
These are the steps I took to complete the request.
Thank you for the input.