Transaction Line Fields (SuiteBuilder)

Comprehensive guide to creating and configuring custom transaction line fields that appear on line items within sales orders, invoices, purchase orders, and other transactions.

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Overview

Transaction line fields appear on individual line items within a transaction. They capture data specific to each item on the order, not the transaction header.

TRANSACTION LINE FIELD PLACEMENT
═══════════════════════════════════════════════════════════════════════════════

SALES ORDER #SO-001
┌─────────────────────────────────────────────────────────────────────────────┐
│ HEADER (Body Fields)                                                        │
│ Customer: ABC Corp              Date: 2026-02-03                           │
├─────────────────────────────────────────────────────────────────────────────┤
│ ITEMS SUBLIST                                                               │
│                                                                             │
│ Line │ Item     │ Qty │ Rate   │ Amount  │ Delivery   │ Warehouse │ Gift   │
│      │          │     │        │         │ Date*      │ Note*     │ Wrap*  │
│ ─────┼──────────┼─────┼────────┼─────────┼────────────┼───────────┼────────│
│    1 │ Widget-A │  10 │ $25.00 │ $250.00 │ 2026-02-10 │ Aisle 3   │ ☑      │
│    2 │ Widget-B │   5 │ $50.00 │ $250.00 │ 2026-02-15 │ Rack 7    │ ☐      │
│    3 │ Service  │   1 │ $100   │ $100.00 │ --         │ --        │ ☐      │
│                                                                             │
│      * = Custom Transaction Line Fields (custcol_...)                       │
│                                                                             │
├─────────────────────────────────────────────────────────────────────────────┤
│ Subtotal: $600.00                                                           │
└─────────────────────────────────────────────────────────────────────────────┘

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Creating Transaction Line Fields

Navigation

Customization → Lists, Records, & Fields → Transaction Line Fields → New

Configuration Options

TRANSACTION LINE FIELD CONFIGURATION
═══════════════════════════════════════════════════════════════════════════════

┌─────────────────────────────────────────────────────────────────────────────┐
│ BASIC SETTINGS                                                              │
├─────────────────────────────────────────────────────────────────────────────┤
│                                                                             │
│ Label*:            [Warehouse Location               ]                      │
│ ID*:               [custcol_warehouse_location       ]                      │
│ Type:              [Free-Form Text ▾]                                       │
│                                                                             │
│ Description:       [Specific warehouse location for picking                 │
│                     this line item                        ]                 │
│                                                                             │
└─────────────────────────────────────────────────────────────────────────────┘

┌─────────────────────────────────────────────────────────────────────────────┐
│ APPLIES TO - Sublist                                                        │
├─────────────────────────────────────────────────────────────────────────────┤
│                                                                             │
│ Sublist Type:                                                               │
│ ● Items               Line items (primary products/services)               │
│ ○ Expenses            Expense lines on purchase transactions               │
│ ○ Time                Time entry lines                                      │
│ ○ Partners            Partner split lines                                   │
│ ○ Sales Team          Sales team commission lines                           │
│                                                                             │
└─────────────────────────────────────────────────────────────────────────────┘

┌─────────────────────────────────────────────────────────────────────────────┐
│ APPLIES TO - Transaction Types                                              │
├─────────────────────────────────────────────────────────────────────────────┤
│                                                                             │
│ SALES                                PURCHASE                               │
│ ☑ Sales Order                        ☑ Purchase Order                       │
│ ☑ Item Fulfillment                   ☑ Item Receipt                         │
│ ☑ Invoice                            ☐ Vendor Bill                          │
│ ☐ Cash Sale                                                                 │
│                                                                             │
│ INVENTORY                                                                   │
│ ☑ Transfer Order                                                            │
│ ☐ Work Order                                                                │
│                                                                             │
└─────────────────────────────────────────────────────────────────────────────┘

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Common Line Field Use Cases

Fulfillment & Logistics

Field Purpose	Type	Example
Scheduling	Date	Line Delivery Date, Promise Date
Location	Text/List	Bin Location, Pick Zone
Shipping	List	Line Ship Method, Carrier
Instructions	Text	Line Notes, Handling Instructions
Tracking	Text	Line Tracking Number

Pricing & Finance

Field Purpose	Type	Example
Discounts	Percent/Currency	Line Discount %, Discount Amount
Cost	Currency	Expected Cost, Target Margin
Billing	List	Billing Type, Revenue Category
Tax	List/Checkbox	Tax Override, Exempt Reason

Product Details

Field Purpose	Type	Example
Specifications	Text	Color, Size, Configuration
Compliance	List/Checkbox	Hazmat, Export Controlled
Warranty	List/Integer	Warranty Type, Warranty Months
Services	Checkbox	Gift Wrap, Assembly Required

Integration & Tracking

Field Purpose	Type	Example
External ID	Text	External Line ID, WMS Reference
Status	List	Line Status, Fulfillment Status
Audit	Text/Date	Last Updated, Updated By

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Sourcing from Item Record

Line fields can auto-populate from item fields when an item is selected:

LINE FIELD SOURCING FROM ITEM
═══════════════════════════════════════════════════════════════════════════════

Item Record (Widget-A)                Sales Order Line
┌─────────────────────────────────┐   ┌─────────────────────────────────┐
│ Item: Widget-A                  │   │ Item: Widget-A                  │
│                                 │   │                                 │
│ custitem_hazmat: Yes            │──▶│ custcol_hazmat: Yes             │
│ custitem_origin: China          │   │ custcol_origin: China           │
│ custitem_warranty_months: 12    │   │ custcol_warranty: 12            │
│                                 │   │ (Values sourced automatically)  │
└─────────────────────────────────┘   └─────────────────────────────────┘

Configuration:
  1. Create Item Field (custitem_hazmat)
  2. Create Line Field (custcol_hazmat)
  3. Set line field "Source From: Item"
  4. Select item source field
  5. On item selection, value auto-populates

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Line Field Flow Between Transactions

Line fields flow through the createdfrom relationship like body fields:

LINE FIELD FLOW (CREATEDFROM)
═══════════════════════════════════════════════════════════════════════════════

Sales Order Lines                     Item Fulfillment Lines
┌─────────────────────────────────┐   ┌─────────────────────────────────┐
│ Line 1: Widget-A                │   │ Line 1: Widget-A                │
│   custcol_delivery_date: 2/10   │──▶│   custcol_delivery_date: 2/10   │
│   custcol_instructions: Fragile │   │   custcol_instructions: Fragile │
│                                 │   │                                 │
│ Line 2: Widget-B                │   │ Line 2: Widget-B                │
│   custcol_delivery_date: 2/15   │──▶│   custcol_delivery_date: 2/15   │
│   custcol_instructions: --      │   │   custcol_instructions: --      │
└─────────────────────────────────┘   └─────────────────────────────────┘
                                               │
                                               ▼
                                      Invoice Lines
                                      ┌─────────────────────────────────┐
                                      │ (Values flow to invoice lines)  │
                                      └─────────────────────────────────┘

Flow Requirements:
  • Field must apply to all transaction types in the chain
  • Lines match by line number or item
  • Partial fulfillment copies applicable lines only

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Sublist Types Reference

Sublist	Location	Use
Items	Main line items	Product and service lines
Expenses	Expense sublist	Expense category lines (bills, expense reports)
Time	Time sublist	Time tracking entries
Partners	Partner sublist	Partner commission splits
Sales Team	Sales team sublist	Sales representative splits
Item Cost	Cost sublist	Item costing breakdowns

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Line Field Display Configuration

Column Width and Order

Configure via Form Customization:

LINE FIELD DISPLAY OPTIONS
═══════════════════════════════════════════════════════════════════════════════

Items Sublist Column Configuration:

┌─────────────────────────────────────────────────────────────────────────────┐
│ Column                │ Width  │ Order │ Visible │ Mandatory              │
├─────────────────────────────────────────────────────────────────────────────┤
│ Item                  │ 25%    │ 1     │ ✓       │ ✓                      │
│ Description           │ 20%    │ 2     │ ✓       │                        │
│ Quantity              │ 8%     │ 3     │ ✓       │ ✓                      │
│ Rate                  │ 10%    │ 4     │ ✓       │                        │
│ Amount                │ 10%    │ 5     │ ✓       │                        │
│ custcol_delivery_date │ 10%    │ 6     │ ✓       │                        │
│ custcol_instructions  │ 12%    │ 7     │ ✓       │                        │
│ custcol_hazmat        │ 5%     │ 8     │ ✓       │                        │
└─────────────────────────────────────────────────────────────────────────────┘

Tips:
  • Keep important fields visible without scrolling
  • Use short labels for column headers
  • Hide rarely used fields
  • Order by workflow (item → quantity → details → status)

Display Type Options

Display Type	Behavior	Use Case
Normal	Editable column	Standard data entry
Disabled	Read-only column	Calculated/sourced values
Hidden	Not visible	Script-only or integration data
Entry	Entry popup	Long text that doesn't fit in column
Show on List	In line-level search	Reporting visibility

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Calculated Line Fields

Line fields can use formulas for calculated values:

CALCULATED LINE FIELD EXAMPLES
═══════════════════════════════════════════════════════════════════════════════

Example 1: Margin Percent
  Formula: ((rate - custcol_cost) / rate) * 100
  Type: Decimal (percent)

Example 2: Extended Weight
  Formula: quantity * custcol_unit_weight
  Type: Decimal

Example 3: Expected Delivery
  Formula: trandate + custcol_lead_time_days
  Type: Date

Note: Complex calculations often require SuiteScript
      for best user experience.

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SuiteScript Line Field Access

// Reading line fields
var lineCount = salesOrder.getLineCount('item');

for (var i = 0; i < lineCount; i++) {
    var item = salesOrder.getSublistValue({
        sublistId: 'item',
        fieldId: 'item',
        line: i
    });
    
    var deliveryDate = salesOrder.getSublistValue({
        sublistId: 'item',
        fieldId: 'custcol_delivery_date',
        line: i
    });
    
    var instructions = salesOrder.getSublistValue({
        sublistId: 'item',
        fieldId: 'custcol_instructions',
        line: i
    });
}

// Setting line fields
salesOrder.setSublistValue({
    sublistId: 'item',
    fieldId: 'custcol_delivery_date',
    line: 0,
    value: new Date('2026-02-10')
});

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Saved Search with Line Fields

-- Transaction lines with custom line fields
SELECT
    t.tranid AS document,
    t.type,
    tl.linesequencenumber AS line,
    tl.item,
    tl.quantity,
    tl.rate,
    tl.custcol_delivery_date AS delivery_date,
    tl.custcol_instructions AS instructions
FROM
    transaction t
    JOIN transactionline tl ON t.id = tl.transaction
WHERE
    t.type = 'SalesOrd'
    AND tl.custcol_delivery_date IS NOT NULL
ORDER BY
    t.tranid, tl.linesequencenumber

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Best Practices

Naming Conventions

Element	Convention	Example
Field ID	custcol_[prefix]_[name]	custcol_wh_bin_location
Prefix	Department/module (2-4 chars)	wh, ful, fin
Name	Descriptive, snake_case	delivery_date

Design Checklist

Consideration	Recommendation
Sublist	Select correct sublist (Items, Expenses, etc.)
Transaction Types	Include all types in transaction chain
Sourcing	Source from item when possible
Flow	Test field flow through createdfrom
Width	Keep columns narrow, use Entry for long text
Order	Place in logical workflow order

Performance Tips

Consideration	Impact
Fewer line fields	Faster form rendering
Simple sourcing	Quick value population
Avoid fieldChanged	Heavy line scripts slow entry
Batch updates	Process multiple lines efficiently

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Related Guides

• Custom Fields Overview
• Transaction Body Fields
• Item Fields
• Transaction Types