Creating NetSuite Records from Within Salesforce

while using the standard new button in salesforce will have some limited functionality, almost all breadwinner for netsuite customers will want to create records in netsuite either using breadwinner's global classes and methods (not covered in this article) or they will want to use our guided record creation wizard (which is explained below) this process requires a custom url , created via our custom url documentation or internal custom url creation wizard a formula referencing the netsuite item a custom button with that url as the value, ideally as a list button on the record you want to create that custom button displayed on the page layout of the record you want to create from custom url to create a custom url, please feel free to contact breadwinner support for assistance however, should you wish to create it yourself, or further modify an existing button yourself, then you are welcome to use the same documentation we use internally please be aware that we change this documentation by adding to it and some aspects may not be fully tested (which is why we prefer you contact us) the custom url is documented here https //docs google com/document/d/1lx7yjjm386rlka uvey vxclrztbyrcqpbykvbwnv 4/edit?usp=sharing once you have the custom url value, you will need to save it as a button formula referencing the netsuite item when you create a netsuite transaction record (estimate, sales order, invoice, credit memo, etc) you will need to specify at least one line item and those line items will need to specify an existing netsuite item so to create a record from breadwinner, a netsuite item needs to be specified normally this is specified via a formula that points to a lookup to breadwinner's netsuite item, but a direct lookup is technically possible breadwinner has, as part of it's managed package, a lookup from salesforce's standard product to breadwinner's netsuite item and, we have a product match tool in breadwinner's setup tab that will help you associated the salesforce products to the netsuite items if breadwinner was used to mass create salesforce products from netsuite items, then this association is already established however, you will need to create an additional formula field in salesforce to reflect this lookup so, if you are creating netsuite records from the opportunity products, or from the order products, you would need a formula on those objects traversing the association between the opportunity products or order products, through the salesforce product, to the final netsuite item and, if you are creating records from salesforce custom objects, you will need a formula (or lookup) from those line item esque custom objects to breadwinner's netsuite item custom button the url must be the value of a custom button that button needs to be on the object you want to create so, if you wanted to create a sales order in netsuite, this custom button must be on the "netsuite sales order" object in salesforce here is an example screenshot of a custom button on a netsuite sales order while the value of the button will change for each situation, the configuration of the button should look like this screenshot please note this is a list button, for which "display checkboxes" is unchecked, and it opens in an existing window without sidebar or header displayed on the page layout while the custom button itself must be on the record you wish to create, the button must be placed on the page from which you are creating that netsuite record so, if you are creating a netsuite sales order from an opportunity, the custom button must be on the opportunity in this example, the netsuite sales order related list will be on the opportunity the standard new button must be removed , and the change owner should likely be removed as well and, the custom button should be added to the sales order related list if you are using the object manager, navigate to the object you are creating from , edit the page layouts (number 1 on the screenshot), find the netsuite object's related list, click on the wrench/spanner (number 2 on the screenshot), expand the buttons section which will be on the bottom of the white modal (number 3 on the screenshot), and ensure that the two standard buttons are unchecked, and that your custom button is in the selected buttons section (the two green boxes on the screenshot) important considerations it is possible and fairly easy to create multiple buttons you might want multiple buttons for different sales activities, or multiple buttons for different page layouts or you might want to create multiple buttons to allow the creation of a netsuite object from different originating objects/records in short, there are a number of reasons you might want multiple buttons, as you will need a single button per custom url if you have multiple buttons, then calling them all "new netsuite sales order" will be problematic, because you won't know which one is which so, you might wish to name your button "new netsuite \[object] from \[object]", so in our above example it would be "new netsuite sales order from opportunity" or "new netsuite sales order for renewals" if your custom url is different for renewals vs new sales (this would not be necessary if the custom url code was the same, in which case, multiple buttons are not warranted)