# Forms

The Forms page gives you a dedicated view to configure the default NetSuite custom forms used by <code class="expression">space.vars.productName</code> for all transaction types and entity types for the currently selected subsidiary.

## Accessing Forms

{% stepper %}
{% step %}

### Open the NetSuite Admin view

Switch to **NetSuite Admin** in <code class="expression">space.vars.productName</code>.
{% endstep %}

{% step %}

### Select the subsidiary

Use the subsidiary switcher at the top right.
{% endstep %}

{% step %}

### Click Forms

**Forms** is in the left sidebar.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
These same settings are also available within the [Configurations](/netsuite-admin-guide/overview-1.md) page. Forms gives you a focused, standalone view of just the form settings without the rest of the subsidiary configuration.
{% endhint %}

## Transaction custom forms

Select the NetSuite form template <code class="expression">space.vars.productName</code> uses for each transaction type. If a transaction type is left on **-- Default Form --**, NetSuite's own default form is used.

| Transaction type                  | Description                           |
| --------------------------------- | ------------------------------------- |
| Sales Order                       | Standard sales order                  |
| Cash Sale                         | Immediate cash sale at POS            |
| Invoice                           | Invoice sent to a customer            |
| Item Fulfillment                  | Fulfilling items on an order          |
| Item Receipt                      | Receiving items from a purchase order |
| Quote / Estimate                  | Sales quote or estimate               |
| Purchase Order                    | Order placed with a vendor            |
| Vendor Bill                       | Bill received from a vendor           |
| Vendor Payment                    | Payment to a vendor                   |
| Customer Payment                  | Payment received from a customer      |
| Customer Refund                   | Refund issued to a customer           |
| Vendor Return Authorization (RMA) | Return to a vendor                    |
| Return Authorization              | Customer return authorization         |
| Credit Memo                       | Credit applied to a customer account  |
| Deposit Application               | Applying a deposit to an invoice      |
| Deposit                           | Recording a deposit                   |

## Entity custom forms

Select the NetSuite form template used when creating or editing each entity type through <code class="expression">space.vars.productName</code>.

| Entity type | Description                                       |
| ----------- | ------------------------------------------------- |
| Customer    | Customer company or individual record             |
| Contact     | Individual contact linked to a customer or vendor |
| Vendor      | Supplier or vendor record                         |

## Saving changes

Click **Save** at the bottom of the page after making changes.

## Tips

* Work with your NetSuite administrator to identify which custom forms exist and what each one is intended for before making changes.
* These settings are subsidiary-specific — other subsidiaries maintain their own form selections.
* Changes take effect immediately for all users in the selected subsidiary.

## Related Pages

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Configurations</strong></td><td>Full subsidiary settings page (includes these same form settings).</td><td><a href="/pages/gogCTxJRLdzy1P6i1xeB">/pages/gogCTxJRLdzy1P6i1xeB</a></td></tr><tr><td><strong>Subsidiary Details</strong></td><td>Managing subsidiary identity and status.</td><td><a href="/pages/d1b33W7BbmOYQQ4RcO3p">/pages/d1b33W7BbmOYQQ4RcO3p</a></td></tr><tr><td><strong>Custom Forms</strong></td><td>The same forms-config view inside the Configurations page.</td><td><a href="/pages/LFCVTNgJf6CzEmAnWW1S">/pages/LFCVTNgJf6CzEmAnWW1S</a></td></tr></tbody></table>


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