Define an Invoice Form

This topic applies to

Applies to

Aconcagua | Elbrus | Kilimanjaro | Mont Blanc | SuiteCommerce Web Stores | Vinson

To let customers create a purchase from a quote, you must specify the transaction form used to create the purchase.

Important

Without a transaction form, customers cannot create a purchase from a quote. See the help topic Sales Orders for detailed information.


Follow the correct configuration procedures, depending on the version of SuiteCommerce Advanced you are implementing. For information on configurable properties, regardless of your implementation, see Quotes Subtab.

To define the invoice form:

  1. Select the domain to configure at Setup > SuiteCommerce Advanced > Configuration.

  2. In the SuiteCommerce Configuration record, navigate to the My Account tab and the Quotes subtab.

  3. Enter the invoice form ID in Invoice Form ID.

To define the invoice form (pre-Vinson):

  1. In NetSuite, navigate to Customization > Forms > Transaction Forms.

  2. Find the Standard Sales Order - Invoice form.

    Note

    As a best practice, NetSuite recommends using the Standard Order - Invoice form with this feature. NetSuite cannot guarantee the outcome when using customized forms of different types.


  3. Note the Internal ID of the form in the Custom Transaction Forms list.

  4. Create a custom module that includes the backend Configuration object as a dependency. See Configure Properties for details.

    Note

    Do not edit the original Configuration.js source file directly. See Customize and Extend Core SuiteCommerce Advanced Modules for information and best practices on customizing JavaScript.


  5. Redefine the invoice_form_id property in the custom module to match the Internal ID of the form as noted above.