ANS-1665 · CUSTOM FIELDS, RECORDS & FORMS
How to Reorder Items and Expenses Subtabs on NetSuite Transaction Forms
NetSuite users can customize transaction forms to prioritize either the Items or Expenses subtab, enhancing data entry workflow.
Short answer
To reorder the Items and Expenses subtabs on NetSuite transaction forms, navigate to the form customization page. From the Sublists tab, drag and drop the 'Expenses' subtab above the 'Items' subtab. This simple adjustment allows for a more intuitive data entry sequence based on user preference.
Scenario
NetSuite users often seek to optimize their transaction entry process. A common requirement is to adjust the display order of subtabs, such as the Items and Expenses subtabs, to better suit specific data entry workflows on forms like Purchase Orders.
Solution
The Items and Expenses subtabs can be reordered on NetSuite transaction forms through the form customization interface. This allows users to prioritize the display of either subtab according to their operational needs.
Navigate to the desired transaction form and select 'Customize Form'.
Click on the 'Sublists' tab within the form customization page.
Under the 'Items' subtab section, click and hold the 'Expenses' subtab.
Drag the 'Expenses' subtab to a position above the 'Items' subtab.
Click 'Save' to apply the changes to the form.
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