Transaction Item Options (SuiteBuilder)

Transaction item options control how item lines behave on transaction forms. They are typically managed through a combination of transaction forms and transaction line fields.

Where to Configure

• Transaction forms: Customization -> Forms -> Transaction Forms
  • Show, hide, and reorder item sublist columns
  • Set default values or required columns
• Transaction line fields: Customization -> Lists, Records, & Fields -> Transaction Line Fields
  • Add custom columns to the items sublist
• Item fields: Customization -> Lists, Records, & Fields -> Item Fields
  • Provide defaults that flow to transaction lines

Note: Some accounts may expose additional item option settings based on enabled features.

Design Checklist

• Create separate forms when different transaction types need different item line behavior
• Keep the items sublist focused on required data
• Test for line-level sourcing and validation

Related Guides

• Custom Forms
• Transaction Line Fields
• Item Fields