When customizing a Sales Order form in NetSuite, under the Linked Forms tab, administrators can select transaction types that are logically and operationally connected to the sales order process. The options available for linking include transaction forms like invoices and cash sales. This linkage is crucial for streamlining operations, as it allows for the automatic transition from a sales order to the creation of an invoice or recording a cash sale, reflecting the flow of transactions from order placement to payment processing. This setup enhances efficiency and accuracy in sales and financial operations.References: NetSuite Help Center and documentation on form customization, particularly the sections detailing how to configure linked forms for a seamless transition between related transaction types, such as from sales orders to invoices or cash sales.
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