Updating existing records in NetSuite can often require numerous clicks and time-consuming navigation within the NetSuite user interface.
With ExtendInsights for Data Management, you can simplify and streamline this process. ExtendInsights provides an accurate, reliable way to make necessary updates or quick changes without the hassle of navigating multiple screens.
One of the most popular uses of ExtendInsights is for updating Opportunities. Watch the video below to see how it works!
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:
Transactions> Sales >Create Opportunities >List
Tran Date
Tran ID
Entity Status
Item List: Item
Item List: Quantity
Item List: Price
Item List: Rate
Item List: Customer
Item List: Replace All (Set to FALSE, to only update specific fields fro the sublist lines.)
Retrieve Existing Records
There are different ways to retrieve existing records in NetSuite. Explore the options here!
Using ReplaceAll field
In NetSuite, the Replace All field in transaction record updates is used to control how existing sublist data (such as line items on a sales order or purchase order) is managed during an update. By default, this is set to TRUE by NetSuite.
Replace All = TRUE: Use this when you want to completely overwrite the existing sublist data with new data. This is useful for scenarios where the entire list of items, services, or expenses needs to be updated rather than individual entries.
Replace All = FALSE: Use this if you only want to update specific sublist lines without removing existing entries. For instance, if you’re updating pricing or quantity on certain lines but want other lines to stay intact, set
Replace Allto FALSE.
This option is valuable when managing transactions where only certain details change without affecting the rest of the transaction data.