When building a template, open the NetSuite Create form for the same record type. This helps you identify which fields apply to the entire record and which apply to individual lines.
Identify the field type
Header-level fields usually appear by name alone, such as Memo.
Line-level fields usually include a sublist prefix and colon, such as
Line: List MemoorItem: Department.
Some fields appear at both levels. For example:
Memo applies to the entire transaction.
Line: List Memo applies to an individual transaction line.
In the image, blue indicates the header-level Memo field; teal indicates the line-level Memo field.
See Also
Need Help?
If you have questions about managing templates:
đ Visit the Help Center: https://www.cloudextend.io/support/
đŹ Use the in-app chat
âď¸ Email cloudextend-support@celigo.com
đ Include the template name and NetSuite environment when contacting Support.