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Data Management NetSuite

How to Manage Data using ExtendInsights for Data Management NetSuite

114 articles
Product Overview: ExtendInsights for Data Management NetSuite
Working with Analytics and Data Management: How to make the best of both
Features
Working with Templates: What is ExtendInsights Template and how to build one?
Working with Templates: Finding your NetSuite field names in the template builder
Working with Templates: How to display NetSuite Field IDs to find the correct field IDs to add to my ExtendInsights Template builder?
Working with Templates: Using picklists (Cell Operations)
Working with Templates: Error notification
Working with Templates: Sharing Templates
Working with Templates: Delete your templates
Working with Templates: Managing your Templates
Working with Templates: Adding New NetSuite fields onto ExtendInsights Templates
Working with Templates: Why do I not see all my fields when building a template in ExtendInsights for Data Management NetSuite?
Working with Templates: How can I use Internal IDs to reference a valid value in a picklist field?
Working with Templates: Can I rename the field names in my ExtendInsights for Data Management NetSuite table?
Working with Templates: Can I rearrange my fields in a template for ExtendInsights for Data Management NetSuite?
Working with Templates: Creating templates for NetSuite custom transaction types
Working with Templates: Refreshing picklist values in ExtendInsights for Data Management NetSuite
Retrieve Data: How to Retrieve Data using NetSuite internal Ids
Retrieve Data: How to Retrieve Existing Records from NetSuite using Saved Search
Retrieve Data: How to Retrieve Existing Records from NetSuite Using Data Filter
Retrieve Data: Global Filters across Multiple Workbooks
Retrieve Data: Can I filter records by fields with no value in ExtendInsights for Data Management NetSuite?
Manage Records: Updating Records via ExtendInsights Data Management
Manage Records: How to Create Records using ExtendInsights Data Management
Manage Records: Deleting Records via ExtendInsights Data Management
Manage Records: ExtendInsights for Data Management NetSuite Background Upload
Manage Records: How to update 1 row, multiple rows, or all rows using ExtendInsights for Data Management NetSuite
Manage Records: Updating Select Lines with ExtendInsights for Data Management NetSuite without losing data
Business Use Cases
Working with Pricing Matrix via ExtendInsights Data Management
Uploading Item Fulfillments with Serial/Lot numbers via ExtendInsights Data Management
Upload New Journal Entries via ExtendInsights Data Management
Upload New Purchase Order via ExtendInsights Data Management
Upload New Sales Order via ExtendInsights Data Management
Creating New Advanced Intercompany Journal Entry via ExtendInsights Data Management
Importing Credit Card Statements into NetSuite as Journal Entries via ExtendInsights Data Management
Create Lead and Prospects via ExtendInsights Data Management
How to Create Transfer Order via ExtendInsights Data Management
How to Create and Manage Budget Records via ExtendInsights Data Management
How to Create Inventory Adjustment via ExtendInsights Data Management
Creating Serialized Assembly Items with Components via ExtendInsights Data Management
Item Receipts for Purchase Order via ExtendInsights Data Management
How to Create Expense Reports via ExtendInsights Data Management
Creating and Managing NetSuite Promotion Codes via ExtendInsights Data Management
Managing Vendor Price List via ExtendInsights Data Management
Creating Bill of Materials and BOM revisions via ExtendInsights Data Management
Creating, Editing, and Viewing NetSuite Quotes in Excel via ExtendInsights Data Management
Making a Hyperlink back into Excel Workbook via ExtendInsights Data Management
Assigning Multiple Companies (Customers/Projects) to a Contact using ExtendInsights Data Management
Create Multiple Work Orders using ExtendInsights Data Management
Create NetSuite Cash Sales Faster In Excel
How to Remove Extra Quantity and Price Level on Inventory Items
How to Create NetSuite Return Authorization for a Sales Order
How To Create NetSuite Item Receipts from Return Material Authorization in Excel
Applying Customer Payment to an Invoice via ExtendInsights Data Management
Updating Expected Receipt Date for Purchase Orders
Creating NetSuite Assembly Build with Inventory Detail for Header and Component
Create a Bank Deposit Record Linked to a Cash Sale
Creating Inventory Cost Revaluation in Mass
Project Task Upload Management
How to Update Existing Opportunities
Create Vendor Payments to Settle Vendor Bills using ExtendInsights
How to Manage Invoices via ExtendInsights NetSuite
How to Create Invoices via ExtendInsights NetSuite
FAQs
Frequently Asked Questions about the ExtendInsights Data Management
FAQ: How to Default to Background Upload
FAQ: How to manage records using Multi-Select Field
FAQ: How to Refresh Metadata
FAQ: Determine the NetSuite connection you have for ExtendInsights Data Management
FAQ: Understanding ExtendInsights Data Management Menu Options
FAQ: Real-time and Background Upload
Why we're building the next generation of ExtendInsights for Excel Data Management NetSuite
The Interface - ExtendInsights for Data Management NetSuite
ExtendInsights for Data Management NetSuite Features
Feature Comparison Table: ExtendInsights Data Management Legacy vs New version
ExtendInsights for Data Management NetSuite Roadmap
FAQ: Picklist Selection - Cell Operations
FAQ: Deprecation/Removal of Raw download and Search Joins
FAQ: Does ExtendInsights for Data Management NetSuite support custom segments?
FAQ: ExtendInsights Operations Explained
FAQ: How are workflows/scripts affected when updating or creating records using ExtendInsights Data Management?
FAQ: Regional date formats with ExtendInsights for Data Management NetSuite
FAQ: Limitations with Matrix Items using ExtendInsights for Data Management NetSuite
FAQ: Using a formula to remove the bracketed internal ID of a field
FAQ: How To Assign SOAP Web Services Permission To A Role?
How to obtain Web Service Logs and Global Search Logs
FAQ: Customizing ExtendInsights for Data Management NetSuite to modify default settings
FAQ: Global Setting for Selected Rows
FAQ: SOAP Web Services Endpoint Version for ExtendInsights Data Management
FAQ: ExtendInsights for Data Management NetSuite usage metrics