How to Display Related Item Fulfillments on Your Invoice Form

In the dynamic world of NetSuite, tracking item fulfillments directly from your invoice form can significantly streamline your operations, especially for roles involved in sales, project management, or administrative tasks. This feature is akin to viewing related records on sales orders but tailored to enhance the invoice form. In this post, I’ll walk you through the steps to set this up, making it an indispensable tool for monitoring your transaction flows.

Navigating through NetSuite’s comprehensive features, it’s easy to miss out on tools that can make a big difference in managing your business processes. Today, we’re diving into how you can display related item fulfillments directly on your invoice form, mirroring the convenience seen in the Related Records tab on Sales Orders.

 

Setting Up Your Saved Search:

 

1. 1. Initiating the Process:

      • • Navigate to Reports > Saved Searches > All Saved Searches > New.
        • Select Transaction for the type of saved search.

   2. Crafting Your Search Title:

      • • Title it Related Item Fulfillments or any name you prefer.

   3. Defining Your Criteria:

      • • Under the Criteria Subtab, select:

          • • Type filter and set it to any of Item Fulfillment.
            • Main Line filter and mark it as Yes or True.

   4. Configuring the Results:

      • • In the Results Subtab, first clear all existing columns by clicking Remove All.
        • Then, add Document Number as a field, alongside any other necessary fields you wish to include.

   5. Setting Available Filters:

      • • On the Available Filters Subtab, add:

          • • Created From as a filter to fine-tune your search.

   6. Saving Your Search:

      • • Don’t forget to hit Save to lock in your settings.

 

Integrating with Invoice Forms:

 

1. 1. Accessing Form Customization:

      • • Go to Customization > Forms > Sublists.

   2. Applying Your Saved Search:

      • • In the Transaction Subtab, select the saved search you created earlier.
        • Label it as Item Fulfillments or any name that suits your preference.

   3. Placing Your Sublist:

      • • Choose Related Records for the tab to display your sublist or create a new tab if necessary.
        • Ensure the Sale option is checked to display on sales-related forms.

   4. Linking to Invoices:

      • • For the Field column, select Created From to establish a connection to your invoice data.

   5. Finalizing the Setup:

      • • Click Save to apply these customizations to your invoice forms.

 

Enhancing User Experience:

Please note: this search will display all Item Fulfillments associated with the SALES ORDER, not necessarily those linked to the invoice. If you have insights on how to restrict the results to only include Item Fulfillments present on the invoice, your suggestions in the comments are welcome!