SuiteApp Version: eXtendMobile 1.11 and above
Mobile App Version: 1.11 and above
Audience: Administrator

Use Case

  • Transforming transaction records directly from within the eXtendMobile application.
  • Common transform cases:
    • Opportunity → Quote / Sales Order / Invoice / Cash Sale
    • Quote/Estimate → Sales Order / Invoice / Cash Sale
    • Sales Order → Item Fulfillment / Invoice / Cash Sale
    • Purchase Order → Item Receipt / Vendor Bill
    • Work Order → Build Work Order

Summary

With transform functions in eXtendMobile, you can transform NetSuite records in a way that is similar to the NetSuite user interface. By using transform functions, you can search for transactions and then transform them into an applicable transform type.

This article will teach you how to create transform functions and configure them for use.

Creating Transform Functions

Login to eXtendMobile with an eXtendMobile Admin role and follow the steps in Creating functions in eXtendMobile application to start creating a new function.

Select the Transform NetSuite Record option when creating the new function.

Note:
This function will only appear if your eXtendMobile role has permissions to create transform functions.

  1. A setup screen will open for configuration of the Transform NetSuite Record function.

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  2. Specify a name for the function and provide values for the other fields according to your requirements.
    1. Transform From
      Select the transaction type to transform from.
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    2. Transform To
      Select the transaction type to transform to.
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      Note:
      When selecting a transformation pair in eXtendMobile, make sure it matches a valid transformation in NetSuite such as Sales Order → Item Fulfillment, Purchase Order → Item Receipt, etc.
    3. Scan Filter Field
      This field's value will serve as the unique identifier of the record that initiates the transformation. To ensure uniqueness, it is recommended to use a field that will always have a unique value, such as Order # or Internal ID.

    4. Search Operator
      This field determines which search operator to use when fetching results from NetSuite based on the scan field value.

      Leave this field blank if you do not want to specify a specific search operator. The default search operator is "is" when a search operator is not otherwise specified.
    5. Scan
      To use the scanning functionality for populating the scan field value when using this function, turn on the Scan radio button. When the functionality is disabled, the scan field value must be manually entered.

    6. Dynamic
      To enable the dynamic behavior, turn on the Dynamic radio button. This is useful when dynamically sourcing fields based on the logged-in user.

    7. Recent Action Fields
      Select the fields you want to display in the Recent Actions list. If this field is left blank, the internal ID of the record that was created will be shown.
    8. Applied Roles
      Select the roles where this function will be available for use.
    9. Function Group
      Select a function group to add this function to.
    10. Hide From User
      If this option is enabled then this function will not appear on the user homescreen. Note: This feature is useful when you do not want users to use the function directly but you want them to use it through a linked function configuration.
    11. Enable Add & Remove Lines
      If this option is enabled then the add and remove button from the sublist will not appear under item sublist. 
    12. Save the function.
  3. After saving the function, a form configuration screen will appear. Click the plus icon to add fields to the form, and set any necessary field values for the record being created.
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  4. After configuring the form, save the function.
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Notes

  1. If your transformation requires an item list, make sure to add the item sublist and its required fields to the form. For example, when transforming a Sales Order to an Item Fulfillment, the item sublist is necessary and you must add the fulfill field to it in order to fulfill the line item.

    Note: If you provide a default value to the fulfill field then it will show the default value on all lines.
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  2. If you are using bins for your items, or if your items are lot-numbered or serialized, you may need to add the "Inventory Details" field to your item sublist and include related fields in it.