Sending Product Code and Quantity from Lightyear to NetSuite
If you want the extracted Product Code and Quantity on bills and credit notes to export into your NetSuite account, you will need to configure NetSuite to accept it first.
Keep in mind, Lightyear currently only writes to two forms in Netsuite, the "Standard Vendor Bill" and "Standard Vendor Credit" forms.
In NetSuite navigate to Customization > Lists, Records & Fields > Transaction Line Fields, and create a new field.
To set up the Product Code field, follow these steps:
- Label - enter in the name of this field as you would like it to show on the bill and credit note forms in Netsuite. EG "Product Code".
- ID - enter: _invitboxitemid
Note: NetSuite will automatically populate the "custcol" at the beginning of the ID name. Do not enter "custcol" in the ID. - Ensure the "Store value" checkbox is ticked
- Under the "Applies to" tab, tick "Expense", "Purchase item" and "Print on standard forms"
- Ignore all other values and press "Save"
It is important the ID is exactly replicated, otherwise Lightyear won't be able to write to this field.
Once the new field is created, it should look something like the below.
Applies To Tab:
Display Tab:
Validation & Defaulting Tab:
Sourcing & Filtering Tab:
Access Tab:
Translation Tab:
To set up the Quantity field, follow these steps:
- Label - enter in the name of this field as you would like it to show on the bill and credit note forms in Netsuite. EG "Quantity".
- ID - enter: _invitboxqty
Note: NetSuite will automatically populate the "custcol" at the beginning of the ID name. Do not enter "custcol" in the ID. - Ensure the "Store value" checkbox is ticked
- Under the "Applies to" tab, tick "Expense", "Purchase item" and "Print on standard forms"
- Ignore all other values and press "Save"
It is important the ID is exactly replicated, otherwise Lightyear won't be able to write to this field.
Once the new field is created, it should look something like the below.
Applies To Tab:
Display Tab:
Validation & Defaulting Tab:
Sourcing & Filtering Tab:
Access Tab:
Translation Tab:
Once your new field/s are created, assuming the appropriate checkboxes have been ticked, they will automatically assign to your standard bill and credit forms in Netsuite.
To check that the new field/s are showing on the Standard Vendor Bill and Credit Forms. Navigate to Customization > Forms > Transaction Forms, and click into the "Standard Vendor Bill" and "Standard Vendor Credit" forms.
The Standard Vendor Bill and Standard Vendor Credit should have the new field/s showing at the line level, as highlighted below.
Standard Vendor Bill:
Standard Vendor Credit:
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