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 formula referencing the netsuite item 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 button url button url /apex/breadwinner ns createsalesorder ?originating record={!opportunity id} \&parent account=accountid \&child relationship name=opportunitylineitems \&co netsuite item=netsuite item internal id c \&co description=description \&co quantity=quantity \&co rate=unitprice custom button 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 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 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) 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 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) start creating sales order go to the opportunity record view open one salesforce opportunity record that is already associated with a salesforce account add the opportunity products 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 docid ralgcmm70ue7jycyhpoj when selecting any opportunity product add the proper opportunity products that will be used as line items while creating a sales order click on the "new netsuite sales order" button the process that follows is similar to the guided wizard docid 1izk 0czfjk0qrmifq z8 but with the values used in the button url