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Transfer Orders and Intercompany Transfer Orders

Jennifer Sanske, Business Analyst

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Are you using Transfer Orders and Intercompany Transfer Orders in NetSuite? Are you in need of defaulting one form for certain users and the other for other users? This is an issue many of us face using NetSuite. But fear not! Even though you have to choose one or the other, you can use your Roles to accommodate the need for defaulting forms based on User Roles.

Simply navigate to the Role you wish to default the Transfer Order form and on the Forms Tab, Transaction Subtab, uncheck the box for the Intercompany Transfer Order form.

Then, navigate to the Role you wish to default the Intercompany Transfer Order form and on the Forms Tab, Transaction Subtab, uncheck the box for the Transfer Order form.

This will allow your users to only view the Transfer Order form that fits their needs!

 

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