Version: eXtendFiles 1.5.3 and above
Audience: User
Problem:
- Create an estimate record.
- Add eXtendFiles records to the estimate.
- Transform the estimate into a sales order. The sales order's status must be set to "Pending Fulfillment" to ensure line items are configured to create automatic purchase order(s).
On the generated purchase order, the eXtendFiles records do not flow to it, but you see eXtendFiles from the estimate record on the sales order.
Solution:
Contact your NetSuite Administrator to confirm the "Link Files to Related Transactions" preference is enabled on the eXtendFiles Setup screen.
Note: after this feature is enabled, you would see the eXtendFiles on the generated purchase order record asynchronously (as part of a scheduled process) and not in real-time.
Additionally, 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.