Managing invoices can be a tedious task, especially when it comes to updating them in NetSuite. However, there is a way to increase your productivity and make this process easier. By using the ExtendInsights Data Management application, you can quickly download and make changes to individual or multiple invoices with just a few clicks.
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 Invoices
TranId
Trandate
Subsidiary (Mandatory for NetSuite Oneworld user)
Entity
Memo
Item List: Item
Item List: Quantity
Item List: Amount
Item List: Description (Optional)
Item List: Tax Code (Optional)
Item List: Location (Optional)
Download and Update Records
Keeping the data integrity is important when we are working on records in NetSuite. We check and make changes to NetSuite records to have accurate data whenever we need them.
Downloading existing records from NetSuite can be done in multiple ways!
After downloading the data to a template, you can make changes and send it back to NetSuite.
Updating Data from an Existing Record
In the video, we updated the quantity, If the amount field is included, clear that out too so it would auto-calculate the amount.
Step 1: Change the necessary fields to be updated.
🚨 Important!
To update an existing record, the internal Id column should not be changed. NetSuite will recognize that we want to update an existing record based on the internal id.
Step 2: Send back the records to NetSuite. On the ExtendInsights Panel, go to Upload to NetSuite then Upload Records.
Internal Ids highlighted in green means a successful push to NetSuite.
👉 Learn about the other error notification, when uploading records to NetSuite here.
To check if the changes took effect, you can validate if the update has been posted successfully!
Inserting an additional line/s to an existing record
If you have an existing record and you need to add lines in between or below the existing record, you can do that within our application.
Step 1: Pull the record from NetSuite to Excel and insert the added lines. Header values must be the same for the system to recognize are to be added to the same record.
Step 2: Enter values on the line level. For the example below, you can prepare the data beforehand and copy-paste values from one sheet to another.
Step 3: Send back the records to NetSuite. On the ExtendInsights panel, go to Upload to NetSuite then Upload Records.
Internal Id highlighted in green means a successful push to NetSuite.
👉 Learn about the other error notification, when uploading records to NetSuite here.
To check if the changes took effect, you can validate if the update has been posted successfully!
Delete 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 ExtendInsights 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 in NetSuite!