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



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Timestamp icon Last updated: Tuesday, 27 September 2016


https://www.ibm.com/support/knowledgecenter/en/SS3LC4_7.5.3/com.ibm.wci.doc/netsuite_Initialize_Records_Activity_ov.html