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In NetSuite, setting a custom field as mandatory for a specific role involves creating or modifying a custom form to be used exclusively by that role and then setting the field to be mandatory on that form. This approach allows administrators to control field requirements based on the role of the user interacting with the form. By assigning this custom form to the role, any field marked as mandatory will be required for users with that role, enabling granular control over data entry standards and ensuring that critical information is captured according to business rules.

References:

• NetSuite Help Documentation on Custom Form Configuration
• NetSuite Administration Guide on Role-Based Form Customization

To create a custom field on a Task record that lists all customers with the Taxable checkbox selected, the appropriate settings are found under "Sourcing & Filtering > Filter Using = Taxable Is Checked = Yes." This setting effectively filters and displays only those customers for whom the 'Taxable' field is marked as 'Yes' in the custom field's drop-down list or lookup. This method leverages NetSuite's powerful sourcing and filtering capabilities to restrict the list of records based on specific criteria, ensuring that users can easily select from a refined list of taxable customers directly from the Task record.References: NetSuite Help Center, "Creating Custom Fields"

To determine the total lifetime sales for both parent and child customers in NetSuite, an Administrator should use a "Transaction" Saved Search. The reason for this is that sales data is inherently transactional, involving sales orders, invoices, cash sales, and other transaction types that record sales activities. By selecting a Transaction Saved Search, an Administrator can aggregate sales data across all related transactions linked to both parent and child customers.

To accurately capture the total lifetime sales for these customers, the search can be configured to sum the amounts of relevant transactions, applying filters to include transactions associated with both the parent customer records and their child records. This ensures a comprehensive view of sales activity that encompasses the entire customer hierarchy. Furthermore, NetSuite's ability to associate transactions with both parent and child records allows for detailed and accurate reporting on sales metrics, essential for financial analysis and customer relationship management.References:

• NetSuite Help Center: Creating Saved Searches
• NetSuite SuiteAnswers ID 8230: Reporting on Transactions by Customer Hierarchies

In NetSuite, making a field visible but not editable can be achieved by setting the field type to "Disabled." When a field is set to this state, it is displayed to the user, but the user cannot modify its content. This is particularly useful for scenarios where you want to present information that should be visible for reference or audit purposes but should not be altered by the user. The Disabled field type is a common practice for ensuring data integrity and compliance, especially in fields that hold critical information calculated or populated by the system or through integrations.

References:

• NetSuite Help Center on Form Customization
• NetSuite Developer Documentation on Field Types