Why does it matter?
NetSuite allows to create multiple Forms to create, change and view data entries inside NetSuite. Any different form may accommodate for different needs; In A/P invoicing's case, different Bill/Credit entry forms are created to accommodate for the needs of different financial requirements in different countries or territories.
While NetSuite's GUI allows users to choose a form for any individual entry, Dokka will use the 'Preferred Form' to get the list of custom fields for Bill/Credit entry and to create the Bill/Credit in NetSuite. In many cases where a custom field isn't available in Dokka, or where Dokka shows an incorrect error about a field that doesn't exist in NetSuite, the reason for the issue is the fact that Dokka doesn't use the appropriate form.
A preferred form is usually set on the NetSuite environment level, and may also be set on the role level (meaning that one form can be set as a preferred form for one role, and another form can be set as a preferred from for a different role).
How to know which form do I use for Bill/Credit entry?
For bills: go to Transactions > Payables > Enter Bills.
For credits: go to Transactions > Payables > Vendor Credits.
The form you're using will be shown under the 'Custom Form' field in NetSuite:
How to check prefered form for the NetSuite environment?
Go to Customization > Forms > Transaction Forms. And check which forms are selected there as preferred:
If you want the Dokka company to use a different form, move on to the next section to set a preferred form for the NetSuite role that's used to connect Dokka to the appropriate subsidiary.
How to check preferred forms for the role connected to your Dokka company?
1. Go to Setup > Users/Roles > Manage Roles:
2. Select the NetSuite role used to connect between the Dokka company and the NetSuite subsidiary, and click Edit:
2. Go to the bottom part of the screen and click Forms. In this section, you will see a list of forms, and next to each one you'll have a checkbox under the 'Preferred' column. If none of the Bill entry forms are selected as preferred, Dokka will use the preferred form for the entire NetSuite environment; If you want this Dokka company to use a form that's different than the NetSuite environment's preferred form, you will need to set it as preferred here. The same applies to Credit entries, and we advise to set an appropriate preferred form for credits if you've set a preferred form for bills.
If there are forms selected as preferred there you are done, if there are no selected forms you need to
We first take a look to the Role settings and if there are no forms set as preferred there we take the preferre of the Transaction forms page.