ANS-1730 · CSV IMPORT & DATA MIGRATION
How to Automate NetSuite Contract Creation from Sales Order Imports?
Automate NetSuite contract creation from sales order imports using specific CSV import preferences.
Short answer
To create NetSuite Contract records from Sales Order imports, enable the "Run Server SuiteScript and Trigger Workflow" option in CSV Import Preferences. For best results, import Contract records and Contract Items separately, also with this preference enabled, to ensure proper automation and management.
Scenario
A NetSuite user needs to generate Contract records automatically from imported Sales Orders. The challenge involves ensuring that the necessary server-side automation is triggered during the CSV import process to facilitate this creation.
Solution
To enable the automatic creation of Contract records from Sales Order imports, users must enable the "Run Server SuiteScript and Trigger Workflow" option. This preference is found under CSV Import Preferences and should be activated before uploading the Sales Order CSV file. This ensures that configured server-side scripts or workflows are triggered to create the Contract record from the Sales Order import.
For optimal management, the recommended best practice is to import Contract records and Contract Items separately from the Sales Orders.
When importing Contracts and Contract Items via CSV, it is also essential to enable the "Run Server SuiteScript and Trigger Workflow" option to ensure associated automation is executed.
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