ANS-0215 · CUSTOM FIELDS, RECORDS & FORMS
How to Allow Selection of Inactive Vendors on NetSuite Transactions?
To allow inactive vendors on NetSuite transactions, configure a public vendor saved search as a preferred form for relevant user roles.
Short answer
While NetSuite typically prevents selecting inactive entities on transactions, this can be overridden. Configure a public vendor saved search as a preferred form for the relevant user role. Ensure the role does not have the ability to override this search, allowing inactive vendors to appear for selection on transaction forms.
Scenario
NetSuite's standard functionality prevents inactive records, such as vendors, from appearing in selection lists on transaction forms. This can pose a challenge when a business process requires the ability to select an inactive vendor for specific transaction types, despite their inactive status.
Solution
NetSuite's default behavior is to exclude inactive entities from selection lists on transaction forms. However, a workaround exists to enable the selection of inactive vendors when necessary. This involves leveraging a public vendor saved search.
To implement this solution:
Create a vendor saved search that includes inactive vendors.
Make this saved search public.
Configure the public vendor saved search as a preferred form for the specific user role that requires the ability to select inactive vendors on transactions.
Ensure that the designated role does not have the ability to override this preferred search. This prevents users from reverting to the default selection behavior and ensures inactive vendors remain selectable.
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