Quick Create Sales Order
The below process helps you to create a sales order from an opportunity quickly
This process requires:
- A Formula Referencing the NetSuite Item
- A Button URL
- A Custom Button with that URL as the value, ideally as a List button on the record you want to create
- That custom button is Displayed on the Page Layout of the record you want to create from
To create a Sales Order from Opportunity, we need to get the line items from Opportunity Products. For that, you would need a formula field (API Name: NetSuite_Item_Internal_Id__c) on the Opportunity Product object traversing the association between the Opportunity Products, through the Salesforce Product, to the final NetSuite Item.
Note: Breadwinner has, as part of its managed package, a lookup from Salesforce's standard Product to Breadwinner's NetSuite Item
The Button URL given above 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 a sidebar or header.
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.
While 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).
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 Button 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 Button URL is different for renewals vs new sales. (this would not be necessary if the Button URL code were the same, in which case, multiple buttons are not warranted)
Open one salesforce opportunity record that is already associated with a salesforce account.
Ensure you have completed the Product Match if you want to use NetSuite Items as Opportunity Products.
And consider the various restrictions around the NetSuite Items and Item Groups when selecting any opportunity product.
Add the proper opportunity products that will be used as line items while creating a sales order.
The process that follows is similar to the Guided Wizard but with the values used in the Button URL