Skip to main content
All CollectionsExtendInsights for Data Management NetSuiteBusiness Use Cases
How To Create NetSuite Item Receipts from Return Material Authorization in Excel
How To Create NetSuite Item Receipts from Return Material Authorization in Excel

ExtendInsights Data Management | Learn how to bulk import NetSuite Item Receipts from customer RMA's

Updated over 2 months ago

In this tutorial, you will learn how to bulk import NetSuite Item Receipts from customer RMA's using ExtendInsights for NetSuite. By following the steps in this video, you will be able to streamline your item receipt processes and improve your overall efficiency.

We will show you how to export your NetSuite RMA data to Excel and view it in a format that is easy to work with. Next, we will demonstrate how to create NetSuite Item Receipts (from RMA's) in Excel using ExtendInsights for NetSuite. Finally, we will show you how to import your updated Item Receipts 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 > Customers > Issue Return Authorization

  • Tran ID

  • Created From

  • Item List: Item

  • Item List: Order Line

  • Item List: Quantity

  • Item List: Location

  • Item List: Item Receive

  • Item List: Replace All (Use for partial receipt/fulfillment)


Create Item Receipt from RMAs

The key to creating an Item Receipt that's linked to a Return Authorization is to ensure you reference the line(s) from your RAs. Since line numbers may change, we recommend loading your original Return Authorization into ExtendInsights for easy reference.

In a separate tab, load the Item Receipt Template.

Step 1: Create and Load the Return Authorization

In the video, a template has been built for Return Authorization using the following fields:

  • Tran Id

  • Entity

  • Order Status

  • Item List: Line

  • Item List: Quantity

  • Item List: Amount

  • Item List: Tax Code

💡Tip! You can retrieve the Return Authorization you want to receive using a data filter, saved search, or reload action. Read on the articles below:

Step 2: Create the Item Receipt 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 > Created From

  • Item List: Line> Item List: Order Line

  • Item List: Item> Item List: Item

  • Item List: Quantity> Item List: Quantity (adjust quantity received if necessary)

  • Item List: Item Received > TRUE or FALSE

  • Item List: Replace All > Set field TRUE or FALSE (Optional)

💡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.

Validate the upload in NetSuite. See how the record was created below:

Did this answer your question?