Use the Initialize Record activity to populate a transaction record with input from another related record. For example, you can populate a Sales Order record with input from the related Estimate record before submitting the Sales Order record to NetSuite.
Transaction Record Type | Related Initialization Record |
---|---|
Customer Refund | Cash Sale |
Customer Refund | Return Authorization |
Cash Sale | Customer |
Cash Sale | Estimate |
Cash Sale | Opportunity |
Cash Sale | Sales Order |
Credit Memo | Customer |
Credit Memo | Invoice |
Credit Memo | Return Authorization |
Customer Payment | Customer |
Customer Payment | Invoice |
Estimate | Opportunity |
Invoice | Customer |
Invoice | Estimate |
Invoice | Opportunity |
Invoice | Sales Order |
Item Fulfillment | Sales Order |
Item Receipt | Return Authorization |
Item Receipt | Purchase Order |
Return Authorization | Cash Sale |
Return Authorization | Invoice |
Return Authorization | Sales Order |
Sales Order | Estimate |
Sales Order | Opportunity |
Vendor Bill | Purchase Order |