Version: eXtendFiles 1.6.5 and above
Audience: User

Introduction

When enabled by your NetSuite Administrators, 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). Note: eXtendFiles can still be directly uploaded against any Purchase Order or Invoice and be associated with that particular record. This limitation only applies to the automatic linked transaction file flow process for downstream transactions.