Initialize Record activity
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.
About this task
The following table lists the transaction records with
the related record types that can be used to populate the transaction
records.
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 |