Version: eXtendFiles 1.6.5 and
above
Audience: User
Introduction
When enabled by your NetSuite Administrator, eXtendFiles records will flow along with NetSuite's transaction flow. For example, a file uploaded to an Opportunity will be attached to the subsequent Estimate, Sales Order, and Invoice in the order lifecycle.
Transaction types supported in the linked transaction file flow are:
- Opportunity
- Estimate (Quote)
- Sales Order
- Invoice
- Purchase Order
- Vendor Bill
- Vendor Payment
Usage
In this video demo, you will see how eXtendFiles flow throughout the transaction flow/process.
Additional Notes
Currently, eXtendFiles supports 1:1 record linking for the linked transaction file flow. As an example, this means that when eXtendFiles are added to a Sales Order, it can only link the Sales Order's eXtendFiles to one Purchase Order and one Invoice. If there is a 1:N relationship, such as a Sales Order to ten Purchase Orders or a Sales Order to three Invoices, the eXtendFiles record will not be automatically linked with subsequent Purchase Orders or Invoices after the first one, respectively.
This limitation is due to the fact that the reference field in eXtendFiles only allows linking with a single transaction (as shown in the example below).
Important Notes:
- File flow to Work Orders requires a custom implementation project with associated development costs.
- Additional file flow requirements beyond standard functionality will require custom implementation and associated development costs.
- File flow functionality only applies to record (body) level uploads, not to line-level uploads.