Estimate

4min

All fields available for a new Estimate
The list and structure of a Custom URL with all possible fields, including those for Line Items that are drawn from Child Records, utilized is below.
Transaction Level Fields
Field 
URL Param Name
Description
Billing Schedule
billing_schedule
Internal ID of the Billing Schedule
Class
class
Internal ID of the Class
Currency
currency
Internal ID of the Currency
Custom Form 
custom_form
Internal ID of the Custom Form
Date
date
Defaults to the current date
Department
department
Internal ID of the Department
Discount Item
discount_item
Internal ID of the Discount Item
Discount Rate
discount_rate
To have the discount subtracted from your total, enter a negative currency amount (for example -10.00) or a negative percentage (for example -10%).
Due Date
due_date
﻿
Expected Close Date
expected_close_date
﻿
External Id
external_id
﻿
Location
location
Internal ID of the Location
Memo
memo
﻿
PO #
other_ref_num
Customer PO number
Sales Rep
sales_rep
Internal ID of the Employee. You can't set this field when the Team Selling feature is enabled in NetSuite.
Ship Method
ship_method
Internal ID of the Shipping Method
Terms
terms
Internal ID of the Terms
Bill To Address by Internal ID
bill_address_list
Select from Customer Addresses by Internal ID. Default to Customer Billing Address
Ship To Address by  Internal ID
ship_address_list
Select from Customer Addresses by Internal ID. Default to Customer Shipping Address
Billing Addressee
billing_addressee
﻿
Billing Attention
billing_attention
﻿
Billing Address 1
billing_addr1
Limits to 150 characters
Billing Address 2
billing_addr2
Limits to 150 characters
Billing City
billing_city
﻿
Billing State/Province
billing_state
﻿
Billing Country
billing_country
﻿
Billing Zip
billing_zip
﻿
Shipping Attention
shipping_attention
﻿
Shipping Addressee
shipping_addressee
﻿
Shipping Address 1
shipping_addr1
Limits to 150 characters
Shipping Address 2
shipping_addr2
Limits to 150 characters
Shipping City
shipping_city
﻿
Shipping State/Province
shipping_state
﻿
Shipping Country
shipping_country
﻿
Shipping Zip
shipping_zip
﻿
Subsidiary
subsidiary
Internal ID of the Subsidiary. Pass the Customer related Subsidiary
Line Item Fields
Field 
URL Param Name 
Description
NetSuite Item
co_netsuite_item
Internal ID of the Item
Description
co_description
Line item description
Quantity
co_quantity
﻿
Rate
co_rate
﻿
Class
co_class
Internal ID of the Class
Department
co_department
Internal ID of the Department
Location
co_location_id
Internal ID of the Location
Sort By
co_sort_by
Fetch the child records in a particular order
Sample Example
Button URL
/apex/breadwinner_ns__CreateEstimate
?originating_record={!salesforce_record_ID}
&parent_account=api_field_name__c
&billing_schedule=estimate_billing_schedule_api_field__c
&class=estimate_class_api_field__c
&currency=estimate_currency_api_field__c
&custom_form=estimate_custom_form_api_field__c
&date=estimate_date_api_field__c
&department=estimate_department_api_field__c
&discount_item=estimate_discount_item_api_field__c
&discount_rate=estimate_discount_rate_api_field__c
&due_date=estimate_due_date_api_field__c 
&expected_close_date=estimate_expected_close_date_api_field__c
&extertnal_id=estimate_external_id_api_field__c
&location=estimate_location_api_field__c
&memo=estimate_memo_api_field__c
&other_ref_num=estimate_other_ref_num_api_field__c
&sales_rep=estimate_sales_rep_api_field__c
&ship_method=estimate_ship_method_api_field__c
&terms=estimate_terms_api_field__c
&subsidiary=estimate_subsidiary_api_field__c     
&child_relationship_name=child_name__r
&co_netsuite_item=netsuite_item_field__c
&co_description=description_field__c
&co_quantity=quantity_field__c
&co_rate=rate_field__c
&co_class=class_field__c
&co_department=department_field__c
&co_location_id=location_field__c
&co_sort_by=sort_field__c
&testing=true
/apex/breadwinner_ns__CreateEstimate
?originating_record={!salesforce_record_ID}
&parent_account=api_field_name__c
&billing_schedule=estimate_billing_schedule_api_field__c
&class=estimate_class_api_field__c
&currency=estimate_currency_api_field__c
&custom_form=estimate_custom_form_api_field__c
&date=estimate_date_api_field__c
&department=estimate_department_api_field__c
&discount_item=estimate_discount_item_api_field__c
&discount_rate=estimate_discount_rate_api_field__c
&due_date=estimate_due_date_api_field__c 
&expected_close_date=estimate_expected_close_date_api_field__c
&extertnal_id=estimate_external_id_api_field__c
&location=estimate_location_api_field__c
&memo=estimate_memo_api_field__c
&other_ref_num=estimate_other_ref_num_api_field__c
&sales_rep=estimate_sales_rep_api_field__c
&ship_method=estimate_ship_method_api_field__c
&terms=estimate_terms_api_field__c
&subsidiary=estimate_subsidiary_api_field__c     
&child_relationship_name=child_name__r
&co_netsuite_item=netsuite_item_field__c
&co_description=description_field__c
&co_quantity=quantity_field__c
&co_rate=rate_field__c
&co_class=class_field__c
&co_department=department_field__c
&co_location_id=location_field__c
&co_sort_by=sort_field__c
&testing=true
﻿
﻿
﻿

Field	URL Param Name	Description
Billing Schedule	billing_schedule	Internal ID of the Billing Schedule
Class	class	Internal ID of the Class
Currency	currency	Internal ID of the Currency
Custom Form	custom_form	Internal ID of the Custom Form
Date	date	Defaults to the current date
Department	department	Internal ID of the Department
Discount Item	discount_item	Internal ID of the Discount Item
Discount Rate	discount_rate	To have the discount subtracted from your total, enter a negative currency amount (for example -10.00) or a negative percentage (for example -10%).
Due Date	due_date
Expected Close Date	expected_close_date
External Id	external_id
Location	location	Internal ID of the Location
Memo	memo
PO #	other_ref_num	Customer PO number
Sales Rep	sales_rep	Internal ID of the Employee. You can't set this field when the Team Selling feature is enabled in NetSuite.
Ship Method	ship_method	Internal ID of the Shipping Method
Terms	terms	Internal ID of the Terms
Bill To Address by Internal ID	bill_address_list	Select from Customer Addresses by Internal ID. Default to Customer Billing Address
Ship To Address by Internal ID	ship_address_list	Select from Customer Addresses by Internal ID. Default to Customer Shipping Address
Billing Addressee	billing_addressee
Billing Attention	billing_attention
Billing Address 1	billing_addr1	Limits to 150 characters
Billing Address 2	billing_addr2	Limits to 150 characters
Billing City	billing_city
Billing State/Province	billing_state
Billing Country	billing_country
Billing Zip	billing_zip
Shipping Attention	shipping_attention
Shipping Addressee	shipping_addressee
Shipping Address 1	shipping_addr1	Limits to 150 characters
Shipping Address 2	shipping_addr2	Limits to 150 characters
Shipping City	shipping_city
Shipping State/Province	shipping_state
Shipping Country	shipping_country
Shipping Zip	shipping_zip
Subsidiary	subsidiary	Internal ID of the Subsidiary. Pass the Customer related Subsidiary

Field	URL Param Name	Description
NetSuite Item	co_netsuite_item	Internal ID of the Item
Description	co_description	Line item description
Quantity	co_quantity
Rate	co_rate
Class	co_class	Internal ID of the Class
Department	co_department	Internal ID of the Department
Location	co_location_id	Internal ID of the Location
Sort By	co_sort_by	Fetch the child records in a particular order

Updated 07 Mar 2024

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