How to Customize a Sales Order in NetSuite to Display Deposits Applied

Help your business grow more efficient (and, therefore, successful) by producing reports that are easier to read and analyze.



Data evaluation can consume valuable man hours in a flash, and that affects your bottom line. We know—we have to do it, too.


Fortunately, NetSuite has a few tricks you can use to speed up analysis. For example, suppose your accounts receivable and/or sales department wants to see, at-a-glance, the sum of all deposits applied against a sales order. With NetSuite, you don’t have to review related records and tally them up. Instead, you can quickly determine the sum and display it on a sales order in NetSuite. 


The process just takes six steps, which include two saved searches, three custom fields, and a customization of the sales order form.


Customizing a Sales Order in NetSuite to Reflect Deposits Received


  1. Create Saved Search #1
  2. Header Section
  3. Search Title: Invoice Amount Paid by SO
  4. Public: Checked
  5. Criteria Tab
  6. Filter: Type, Description: is Invoice
  7. Filter: Main, Description: is True
  8. Results Tab
  9. Field: Amount, Summary Type: Sum
  10. Add or remove other fields as desired
  11. Available Filters Tab
  12. Filter: Created From, Show in Filter Region: Checked
  13. Click Save
  14. Create Saved Search #2
  15. Header Section
  16. Search Title: Customer Deposits by SO
  17. Public: Checked
  18. Criteria Tab
  19. Filter: Type, Description: is Customer Deposit
  20. Filter: Status, Description: is Not Customer Deposit: Unapproved Payment
  21. Filter: Main Line, Description: is True
  22. Results Tab
  23. Field: Amount, Summary Type: Sum
  24. Add or remove other fields as desired
  25. Available Filters Tab
  26. Filter: Sales Order, Show in Filter Region: Checked
  27. Click Save
  28. Create Custom Transaction Body Field #1
  29. Header Section
  30. Label: Deposited Amount
  31. ID: _deposited_amount
  32. Type: Currency
  33. Store Value: Unchecked
  34. Applies To Tab
  35. Sale: Checked
  36. Display Tab
  37. Subtab: Main
  38. Display Type: Hidden
  39. Validation & Defaulting Tab
  40. Search: Customer Deposit by SO
  41. Save & Apply to Forms Tab
  42. Click Unmark All
  43. Show: Check the appropriate box/boxes for the SO/SOs you use
  44. Click Save
  45. Create Custom Transaction Body Field #2
  46. Header Section
  47. Label: Invoice Payment
  48. ID: _invoice_payment
  49. Type: Currency
  50. Store Value: Unchecked
  51. Applies To Tab
  52. Sale: Checked
  53. Customer Payment: Checked
  54. Display Tab
  55. Subtab: Main
  56. Display Type: Hidden
  57. Validation & Defaulting Tab
  58. Search: Invoice Amount Paid by SO
  59. Save & Apply To Forms Tab
  60. Click Unmark All
  61. Show: Check the appropriate box/boxes for the SO/SOs you use
  62. Click Save
  63. Create Custom Transaction Body Field #3
  64. Header Section
  65. Label: Total Deposits Received
  66. ID: _total_deposits_rcvd
  67. Type: Currency
  68. Store Value: Unchecked
  69. Applies To Tab
  70. Sale: Checked
  71. Display Tab
  72. Subtab: Main
  73. Display Type: Normal
  74. Validation & Defaulting Tab
  75. Default Value: NVL({custbody_deposited_amount}, 0), Formula: Checked
  76. Save & Apply To Forms Tab
  77. Click Unmark All
  78. Show: Check the appropriate box/boxes for the SO/SOs you use
  79. Click Save
  80. Customize the Sales Order in NetSuite
  81. Navigate to Customization > Forms > Transaction Forms. Click Edit next to the sales order form you’re using.
  82. Screen Fields Tab
  83. Locate your custom field titled Total Deposits Received, and check the box in the Show column. Choose the desired field group, such as Primary Information.
  84. Click Save
  85. Repeat steps 6a – 6c if there are additional sales orders in NetSuite that you use and want to modify. 


This is a screenshot showing how to customize a sales order in NetSuite to display deposits applied.

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Jennifer Dobson is a SuiteDynamics ERP Implementer who is passionate about data integrity and crafting solutions for clients that exceed expectations. She holds a Master of Science in Business Management from Cardinal Stritch University and lives in Madison, WI with her two beloved Boston terriers. In her spare time, Jennifer enjoys hiking, nature photography, and making homemade soaps from organic ingredients.

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