In this tutorial, you will learn how to create one or more NetSuite Work Orders in Excel using ExtendInsights for NetSuite, formerly CloudExtend Excel Data Management for NetSuite.
By following the steps in this video, you will be able to easily manage your work orders and improve your overall efficiency.
We will show you how to export your NetSuite work order data to Excel and view it in a format that is easy to work with. Next, we will demonstrate how to create one or more work orders in Excel using ExtendInsights for NetSuite. Finally, we will show you how to import your updated work orders back into NetSuite using ExtendInsights for NetSuite.
Template Layout
💡 Tip: It is best to check out the forms and fields and identify the header, column, and required fields in NetSuite that you may need to build the template.
If you are using NetSuite Classic Interface you can go to:
Path: Transactions>Manufacturing>Enter Work Orders
TranId
Subsidiary (Optional)
Assembly Item
Quantity
Item List: Item
Item List: Quantity
Creating Work Orders
To create one record, those lines that have the same header values will be recognized as one record.
Step 1: Fill in the value for the Subsidiary, Assembly Item and Quantity then repeat the header values on the template for each line you wish to have on your Work Order.
Note: Tran ID are automatically generated by NetSuite.
Step 2: Click Upload to NetSuite and wait for the process to complete.
Yellow highlighted cells are just warning messages and will still push the records to NetSuite.
Green Internal ID cell indicated a successful push to NetSuite
Step 3: Validate records in NetSuite. Two new Work Orders are created.
