Does NetSuite have a page for manual bulk creation...
# general
a
Does NetSuite have a page for manual bulk creation of Sales Orders, or are CSV imports and similar the only way to bulk create them without scripting? I'm trying to provide a way for users to create multiple Sales Orders rapidly, without having to open a create Sales Order page, fill it out, and save it, for every single one. Currently I am approaching this via a Suitelet that lets them fill out a sublist for each SO, the columns of which will hold the values that they want to be different between SOs in the batch, and in the main body of the form, there are fields they can set (most of which default from the Sales Order the suitelet launches from) which will copy their values the same to every SO created in the batch. In this way, the user can make many copies (up to 32 for API governance limits) at a time, stating the variations in values they want to have on the individual records to be created. Is there something that could accomplish this better already available for/in NetSuite?
s
If the CSV import approach doesn't fit the need, I'd typically recommend a custom webapp for this. Far more flexible and performant than a suitelet.
m
Here’s a basic sample template for a sales order import file. You need to have an external ID column to identify that the lines all belomng to one sales order
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a
Thanks!
m
Then create a saved import that the employees can always use to upload sales orders. Once you get the import saved, all they have to do is choose the file and keep clicking “next” button.
r
@Aaron McCausland where are the SO coming from?
a
We're trying to decide what would be the best way for the users to be able to create several in a short amount of time, with minimal amounts of clicking, waiting and repeated data entry. This suitelet UI idea is one proposed method, where it mostly copies from an existing SO and then creates variations on it based on their suitelet inputs. They could arguably just as easily build a CSV file in Excel pretty quickly and submit it for import via a different suitelet or via the CSV import feature (if they have access to that).