Punchout for NetSuite - Customize Return Cart Screen
Overview
This guide provides a step-by-step walkthrough to customize the return cart screen in order to capture additional information before finalizing the purchase order when orders are transmitted back into NetSuite with Punchout for NetSuite.
Prerequisites: Must be logged in as an administrator in the NetSuite account.
Step by Step Process
- Navigate to Punchout > Punchout Configs and select Global Configs.
- Check the any of the Show Location Field, Show Class Field, Show Department Field, Show Customer/Job Field or Show Employee Field boxes.
NOTE -There is additional information on displaying custom segments here.
- Select Save.
Copying a form from Sandbox to Production
Use these steps to move a Return Cart Form you’ve built and published in Sandbox over to Production, so you don’t have to rebuild it from scratch.
Prerequisites: Must be logged in as an administrator in both the Sandbox and Production NetSuite accounts.
- In Sandbox, navigate to Punchout > Punchout Configs and select Return Cart Forms.
- Open the published form you want to copy.
- In the top corner of the form panel, use the toggle to switch from the form view to the source code view.
- Click the Copy button in the top right corner of the source code panel.
- In Production, navigate to Punchout > Punchout Configs and select Return Cart Forms.
- Create a new draft, or open the latest existing draft.
- Switch to the source code view using the same toggle.
- Delete everything in the source code panel, then paste the code you copied from Sandbox.
- Click Save Draft, then Publish the form.
- Test a punchout in Production and confirm the return cart screen shows the updated form.
Note: Pasting the source replaces the entire form in Production. Any changes made directly in the Production draft will be overwritten.
Troubleshooting
If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.
