Is there an easy way to output an invoice to a CSV...
# administration
j
Is there an easy way to output an invoice to a CSV file? Currently I only see the option for a PDF. Perhaps there is a setting? Thanks
s
I don't believe it is a setting, but you can make a saved search of the columns you would like to be on the csv. Then create a (hyperlink) field on the invoice record, and default the value of it to the url of saved search. In the formula of the field (default value tab), add a param for the internalid of the invoice. Then you now have a link on the invoice that takes you to a saved search with the exact information you want (which you could take to csv obviously).
Copy code
'<https://accountid.app.netsuite.com/app/common/search/searchresults.nl?searchid=330&Transaction_INTERNALID=>' || {id}
A formula like that in the default value of the field will accomplish this, leave the store value box unchecked on the definition of the field so the url is created when accessing the invoice record.
💪 1
j
@Sandii Thanks! That's a great idea! I suppose I could also create a button to accomplish the same. Your idea is far more elegant than what i told my user to do earlier today - select all line items in the invoice, copy and then paste into excel and save as csv. It works, but you have to hold your nose while doing it! LOL
s
Yeah you could create a simple suitelet to do the same work for you, but this non-code version works as well.
👍 1