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Powerful Custom Mass Updates

If you have used or administered NetSuite for any period of time, you may be familiar with the Mass Update feature. This powerful feature allows users to perform updates and changes to data in mass, using the many per-built updates readily available and with minimal configuration.

However, sometimes there are specific scenarios where there may not be a pre-built mass update available for a specific task.  In today's example, we will cover how to perform a mass update by creating our own custom mass update.

In this example we are going to assume that a number of unapproved journal entries have been imported into the system in error.  Because of the large number of journal entries imported, our task is to clean up and remove the transaction in question as quickly as possible.

 

Step 1

In step 1 we create a simple SuiteScript 2.0 that will process the returned transaction records that we pass to it.  In our SuiteScript below, we are looking specifically for the type of transaction "context.type", and the transaction id "context.id."  Once we have this information, we can then process the record, in this case, delete the record.

 

Step 2 a

Once we've uploaded the SuiteScript to the documents folder in NetSuite, we can then locate it and proceed to create our Script Record.

 

Step 2 b

Be sure to select "Mass Update" as the script type and then provide a name our new Mass Update script.

 

Step 3

Let's create our deployment record for our newly-created Mass Update script.  It is imparative to select "Journal Entry" from the Applies To field List of values.  Also note that this same script created in Step 2a and Step 2b above, may be used multiple times on different record, simply by creating another unique deployment record and selecting a different record from the Applies To list of values.

 

Step 4

Now that the deployment record has been created and assigned to the Journal Entry transaction type, lets navigate over to the Mass Updates, and view our custom update.  This is found under Custom Updates > Journal Entry and our newly-created mass update is Mass Delete.  Go ahead and click on the link.

 

Step 5

Create the Mass Update search by providing a meaningful name.  Under criteria, let's select "Type" and set it to "is Journal" and let's also select "Status" and set it to "is Journal:Pending Approval."  We want to be sure NOT to return any Journal Entry records with the Status Approved!  When ready, click on the "Preview" button.  You should also "Save" you search at this time as well.

 

Step 6

Our final set is to review the returned records.  If they are the desired results, we can check off each that apply (or apply all) and continue by clicking the "Preform Update" button.  At this point in time, each individual record is passed to the script we create in Step 1 above to be processed, in our case, deleted.

If we can be of any assistance in the creation of custom mass updates as shown above, or with any other area of your NetSuite environment, our NetSuite consulting team can help.  We have 15 years of NetSuite experience, and more than 25 years of experience implementing ERP solutions.  Please contact us at info@67.solutions or by phone at 647-631-2528.

 

 

 

 

 

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Build Dependent Filtered Dropdown Lists

Limiting what options a user can select from a drop-down list based on a value they already selected in a prior drop-down list is a common, yet simple task to configure in NetSuite.

For this example we'll use a fictitious company running NetSuite and who sells vintage wines.  Here they want to assign all of their items they sell to a Wine Country for better visibility and reporting inventory and sales data.  They also want to assign their items to a Wine Region however, the list should only show Wine Regions that specifically belong to the previously chosen Wine Country.

Step 1

First we must create a new custom List called "Wine Country."

Step 2

Next we create a new custom Record Type called “Wine Region” and leave the Include Name Field checked.  Once the new Record Type has been saved, add an additional field called “Wine Country” to the custom record, give the field, in this scenario, a Type of Multi-Select, and select “Wine Country” from the List/Record drop-down list.

Step 3

Now create the new entries in the “Wine Region” custom record to link all the appropriate Wine Region's to their respective Wine Country value. This can be accomplished by going to Customizations > Lists, Records, & Fields > Record Types, and click "New Record" next to the "Wine Region" record.

Step 4

Next create a new Item field so that users can select a Wine Country on the item record.  Assign the new field to the List/Record value of “Wine Country.”

Step 5

Now we must create a new Item field so that users can select a Wine Region on the item record.  Assign the new field to the List/Record value of “Wine Region.”

Step 6

On the Sourcing and Filtering tab of the "Wine Region" field, configure it to filter values as shown below.  This step is important to note, and is responsible for the actually filtering of values on the Wine Region field based on what has been previously selected from the Wine Country field.

Step 7

Now, when creating a new item, or modifying an existing item, we can specify the Wine Country and Wine Region values.  For this example, we chose “Australia” as the Wine Country, now we only see the Wine Region's that belong to Australia as specified by our custom record.

If we can be of any assistance in the creation of dependent drop down lists as shown above, or with any other area of your NetSuite environment, our NetSuite consulting team can help.  We have 15 years of NetSuite experience, and more than 25 years of experience implementing ERP solutions.  Please contact us at info@67.solutions or by phone at 647-631-2528.

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