Use ExtendInsights to work with NetSuite Work Orders in Excel. This tutorial covers exporting Work Order data to Excel, creating one or more Work Orders, and uploading the records to NetSuite.
Walkthrough Video
Watch the video for a walkthrough.
Prepare the Work Order Template
Before building a template, review the Work Order form in NetSuite and identify the header fields, line-level fields, and required fields for your process.
In the NetSuite Classic interface, go to Transactions → Manufacturing → Enter Work Orders.
A template may include:
Field | Level | Notes |
Tran ID | Header | NetSuite generates the transaction ID. |
Subsidiary | Header | Optional, according to the original guide. |
Assembly Item | Header | Assembly being built. |
Quantity | Header | Quantity to build. |
Item List: Item | Line | Item on the Work Order line. |
Item List: Quantity | Line | Quantity for the line. |
💡 Tip: Your NetSuite forms and configuration may affect which fields are required. Confirm the fields you need before building the template.
Create Work Orders
When creating a Work Order with multiple lines, repeat the same header values on each row that belongs to the same Work Order. ExtendInsights uses matching header values to group those lines into one record.
1. Enter the Work Order Details
Enter the Subsidiary, Assembly Item, and Quantity. Repeat the header values on each row for the same Work Order. Enter any item-list values included in your template.
NetSuite generates the Tran ID.
2. Upload the Work Orders
Click Upload to NetSuite and wait for the process to finish.
Yellow-highlighted cells indicate warnings. The records can still be uploaded.
A green Internal ID cell indicates a successful upload.
3. Verify the Records in NetSuite
After the upload completes, check the Work Orders in NetSuite. In the example shown, two new Work Orders were created.
