How to Customize a Sales Order in NetSuite to Display Deposits Applied

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Customizing a Sales Order in NetSuite to Reflect Deposits Received

1. Create Saved Search #1
2. Header Section
3. Search Title: Invoice Amount Paid by SO
4. Public: Checked
5. Criteria Tab
6. Filter: Type, Description: is Invoice
7. Filter: Main, Description: is True
8. Results Tab
9. Field: Amount, Summary Type: Sum
10. Add or remove other fields as desired
11. Available Filters Tab
12. Filter: Created From, Show in Filter Region: Checked
13. Click Save
14. Create Saved Search #2
15. Header Section
16. Search Title: Customer Deposits by SO
17. Public: Checked
18. Criteria Tab
19. Filter: Type, Description: is Customer Deposit
20. Filter: Status, Description: is Not Customer Deposit: Unapproved Payment
21. Filter: Main Line, Description: is True
22. Results Tab
23. Field: Amount, Summary Type: Sum
24. Add or remove other fields as desired
25. Available Filters Tab
26. Filter: Sales Order, Show in Filter Region: Checked
27. Click Save
28. Create Custom Transaction Body Field #1
29. Header Section
30. Label: Deposited Amount
31. ID: _deposited_amount
32. Type: Currency
33. Store Value: Unchecked
34. Applies To Tab
35. Sale: Checked
36. Display Tab
37. Subtab: Main
38. Display Type: Hidden
39. Validation & Defaulting Tab
40. Search: Customer Deposit by SO
41. Save & Apply to Forms Tab
42. Click Unmark All
43. Show: Check the appropriate box/boxes for the SO/SOs you use
44. Click Save
45. Create Custom Transaction Body Field #2
46. Header Section
47. Label: Invoice Payment
48. ID: _invoice_payment
49. Type: Currency
50. Store Value: Unchecked
51. Applies To Tab
52. Sale: Checked
53. Customer Payment: Checked
54. Display Tab
55. Subtab: Main
56. Display Type: Hidden
57. Validation & Defaulting Tab
58. Search: Invoice Amount Paid by SO
59. Save & Apply To Forms Tab
60. Click Unmark All
61. Show: Check the appropriate box/boxes for the SO/SOs you use
62. Click Save
63. Create Custom Transaction Body Field #3
64. Header Section
65. Label: Total Deposits Received
66. ID: _total_deposits_rcvd
67. Type: Currency
68. Store Value: Unchecked
69. Applies To Tab
70. Sale: Checked
71. Display Tab
72. Subtab: Main
73. Display Type: Normal
74. Validation & Defaulting Tab
75. Default Value: NVL({custbody_deposited_amount}, 0), Formula: Checked
76. Save & Apply To Forms Tab
77. Click Unmark All
78. Show: Check the appropriate box/boxes for the SO/SOs you use
79. Click Save
80. Customize the Sales Order in NetSuite
81. Navigate to Customization > Forms > Transaction Forms. Click Edit next to the sales order form you’re using.
82. Screen Fields Tab
83. Locate your custom field titled Total Deposits Received, and check the box in the Show column. Choose the desired field group, such as Primary Information.
84. Click Save
85. Repeat steps 6a – 6c if there are additional sales orders in NetSuite that you use and want to modify. 

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Jennifer Dobson is a SuiteDynamics ERP Implementer who is passionate about data integrity and crafting solutions for clients that exceed expectations. She holds a Master of Science in Business Management from Cardinal Stritch University and lives in Madison, WI with her two beloved Boston terriers. In her spare time, Jennifer enjoys hiking, nature photography, and making homemade soaps from organic ingredients.