Marty Zigman

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Certified Administrator • ERP • SuiteCloud

Trigger NetSuite Action from a List

NetSuite Reporting

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This article is relevant if you are seeking to perform action from a NetSuite list.

Background

Many times, you need to work NetSuite records and perform some action. For example, you may need to invoice your open sales orders.  While NetSuite offers a “Bill Sales Order” function, perhaps you want to produce your invoices one at a time — yet you want to organize your invoice work from a list of sales orders.

The typical way this would work is to first create a Saved Search of open Sales Orders.  You would then need to drill into the specific Sales Order so that you could click the “Fulfill” button to drive the invoice function.  Respectfully, your configuration may be different because you use Item Fulfillments to drive inventory management.  However, the pattern is the same:

  1. List: review relevant transactions.
  2. Open: drill into the specific transaction.
  3. Act: Perform an action on the specific transaction.
Depending on what you are trying to achieve, you may be able to bypass Step 2: Open without any need for scripting.  It will require some intelligent use of Saved Search formulas.

Discover How NetSuite Drives Action

The trick to easy automation refinements with NetSuite is to watch what is happening on the URL in your browser.   Many times, the URL has special parameters to produce the desired action.  In the example case, when you click the Fulfill button, NetSuite redirects the browser to the following URL that will generate an Invoice from a Sales Order (again, in my configuration):

https://system.netsuite.com/app/accounting/transactions/custinvc.nl?id=16236&e=T&transform=salesord&memdoc=0&whence=

This URL is easy to interpret (some are more challenging):
  1. id: the id tag is the Sales Order internal ID (most important in our example)
  2. transform=salesorder: a static (doesn’t change) element which tells the invoice function to transform the Salesorder to an Invoice
  3. memdoc=0: a static (doesn’t change) element which tells NetSuite we are not coming from a memoried document (0 = false, 1 = true)
Now that we know how NetSuite performs our desired action, we can use a Saved Search Formula field to craft the URL on the list.

Craft Hyperlinks on Your NetSuite Saved Search

I assume you have moderate knowledge of Saved Search technology.  We want to add a new column of type Formula (Text) so we can dynamically craft our hyperlink into our list to make it actionable.  The image illustrates what to do.  Since it is all HTML, you can embellish.

Enhance Your NetSuite Account

Your work life can be better on NetSuite when you take control.  Feel free to contact us if you want to enhance your account.

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Marty Zigman

Holding three official certifications, Marty is widely recognized as a top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. A former Deloitte & Touche CPA and technology executive with CTO roles, he brings over 35 years of leadership in ERP, CRM, and eCommerce business systems. Contact Marty to engage directly.

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7 thoughts on “Trigger NetSuite Action from a List

  1. Awesome trick to handle this.Since many a times we cannot trigger a user event like a button click.This trick will definitely help.

    Reply
  2. Great tip, though I’m dealing with a button that triggers JS. I need to automate that action every time user has created a new record. Any suggestions on implementing this on a JS button?

    Reply

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