Manage Records: Deleting Records

XLNS | Learn the steps on how to remove a line or delete an entire record using CloudExtend

Updated over a week ago

When managing records, we need to delete a line or an entire record. In this article, we will show you how the different ways to delete records.

First, you need to have the records downloaded to your template. Downloading existing records from NetSuite can be done in multiple ways!

After downloading the data to a template, you can make delete a line to an existing record or remove a whole record.

Delete an existing record from NetSuite

๐Ÿšจ Important!

Users must have the delete permission on NetSuite role for this action to be allowed

Step 1: Copy the internal Id/s and put the internal Id in the CloudExtend template.

Step 2: Click Delete from NetSuite > Delete records. This will delete all the records in the table. The cell will be highlighted in grey once deleted.

Delete Selected Records

In this scenario, you may have pulled records using the filter or saved searches and it returned multiple records. If you want to delete selected records from the set. You can do the following:

Step 1: Highlight the cells, you want to send back to NetSuite then click Delete from NetSuite.

Step 3: Enable the Records on selected only rows before clicking the Delete button.

Remove line/s to an existing record

If you have an existing record and you wish to remove lines, you can do that within the application as well.

Step 1: Pull the record from NetSuite to Excel. Highlight the row you want to remove.

Step 2: Right-click on the row and choose Delete.

Step 3: Send back the record/s to NetSuite. On the CloudExtend Panel, go to Upload to NetSuite then Upload Records.

To check if the changes took effect, you can validate if the update has been posted successfully! From a Total of 1400, it has been the amount of 737.95 since we removed the two lines from the existing record.

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