In this tutorial, you will learn how to create a NetSuite Return Authorization for Sales Order in Excel using ExtendInsights for NetSuite.
By following the steps in this video, you will be able to manage your return authorizations and improve your overall efficiency easily.
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 > Customers > Issue Return Authorization
Created From (Reference the Sales Order Number)
Tran Date
Tran ID
Priority
Entity
Subsidiary
Item List: Order Line (add the Line ID number from the Sales Order)
Item List: Quantity
Item List: Item
Create NetSuite Return Authorization for a Sales Order
The key to creating Return Authorization that's linked to a Sales Order is to ensure that you are able to reference the line(s) from your Sales Order. Since line numbers may change we recommend that you load your original Sales Order into ExtendInsights for easy reference.
In a separate tab, load a Return Authorization Template.
Step 1: Create and Load the Sales Order
In the video, we used a separate application ExtendInsights for Analytics NetSuite to download the Sales Order field details.
Subsidiary
Date
Document Number
Name
Status
Quantity Item
You can create a template using the Data Management too!
💡Tip! You can retrieve the Sales Orders you want to fulfill using a data filter, saved search, or reload action. Read on the articles below:
Different Ways to Retrieve Data from NetSuite
Working with Analytics and Data Management
Step 2: Create the Return Authorization template based on the template layout
Since you have the Return Authorization template ready to be populated, you can copy and paste or use a formula from Sales Order to your template.
Header and Line Data
Tran ID/Document Number > Created From
Item List: Line/ Line ID > Item List: Order Line
Item List: Quantity /Quantity> Item List: Quantity (adjust quantity received if necessary)
💡Tip! To create one record, those lines that have the same header values will be recognized as one record.
Step 3: Upload to NetSuite
Send the record to NetSuite, click Upload to NetSuite, and hit the Upload Records button.
This is how it looks like in Netsuite.