If you need to track a field in Netsuite that is not Department, Class, or Location, you can create a custom field in Netsuite that can be synced through to Abacus, and tagged on expenses.
Before starting, make sure you already have a List in Netsuite with all of the items of the field you want to create.
1) Create the field
Click on the Customization tab in the top navigation bar. Then go to Lists/Records/Fields > Transaction Line Fields, and click "New."
Give the field a Label that will be recognizable to you. Under "Type" select "List/Record." Under "List", select the appropriate list when you store the information you want included in this field.
At the bottom of the new Transaction Line Field page, under "Applies to", make sure these items are checked:
- Purchase Item
Then Save. You have now created the custom field Abacus will populate when expenses sync over.
2) Enable the field for Bills
On the top toolbar, go to Transactions > Payables > Enter Bills. Click "Customize" in the upper right hand corner. Click "Customize Form".
The page will say "Custom Transaction Form." Scroll down and select the "Screen Fields" tab. Then select the "Expenses" tab (not "Expenses & Items"):
Scroll to the field you have created and select the checkbox in the "Show" column next to it.
Then click "Save."
Note: if you are overriding a default Netsuite field, un-check "Show" on the default, native Netsuite field, and checking "Show" for the custom-created Abacus field mapped to that Netsuite field.
3) Enable the field for Journal Entries
On the top toolbar, go to Transactions > Financial > Make Journal Entries. Click "Customize" in the upper right hand corner. Click "Customize Form".
Scroll down and click on the "Screen Fields" tab below. Then select the "Lines" tab. Select "Show" next to the custom field that you created.
Then Save the form.
Now when you go to enter a Bill or Journal Entry, you should see the field as one of the field options on the entry.
4) Create the field in Abacus
Your final step is syncing the field over to Abacus so that it can be tagged on expenses. You can go to your Team Fields or your Expense Fields tab.
Click "Create New Field" and select "Sync from Netsuite." Select the field you have created in Netsuite.
Then click "Create" and the field will be ready to tag to employees or expenses.