Business Use Cases
Here is a collection of various record types that you can use with ExtendInsights for Data Management NetSuite
35 articles
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