The Managed Display Settings Suitelet provides a control panel where Administrators can easily create and maintain Display Configurations, Conditions, and Actions, and preview and test the Configurations before enabling them in the system.
To access the Managed Display Settings Suitelet, use one of the following pathways:
- Go to any Master Contract, Subscription, Subscription Item, or Rate Plan Search Maps record > click the ‘ZAB Managed Display’ link in the top-right corner.
Note: Only users with the ‘Managed Display Settings’ permission will see this link.
- Go to the ZAB Preferences record > click ‘Managed Display Settings’ link
- Go to Setup > Zone Advanced Billing Setup > Managed Display Settings
Status Overview
- Display Configurations with a status of 'Saved' are active and apply for the related record type.
- As soon as a Configuration (or associated Conditions or Actions) is created or edited, the status is automatically updated to ‘Editing’.
- Only one Display Configuration may be edited at a time.
- 'Editing' means there are unsaved changes which will be lost when leaving the suitelet.
- While editing, you can ‘Save Draft’, which stages the changes which have been made, and allows you to view those changes in Preview Mode. Drafts are not saved to NetSuite and are only available in the suitelet and visible in Preview Mode.
- Once the draft has been saved, you may edit another Display Configuration.
- Any drafts will be discarded upon leaving the suitelet.
It is recommended to only save as ‘Draft’ until you have previewed your changes and are ready to ‘Submit’ to NetSuite.
- The ‘Submit All Drafts’ button will submit all changes on Display Configurations with a status of ‘Draft’ to NetSuite, and update the status to ‘Saved’.
- ‘Discard All Drafts’ will reset all Display Configurations with a status of ‘Draft’ to NetSuite to their last ‘Saved’ version. This will revert any unsubmitted changes, and delete any in-progress Configurations that have not been submitted.