Version: eXtendPresentation 1.3.8 and above
Audience: Administrator

Introduction

This article outlines how to constitute external items from ASI dynamically in the Presentation modal to become NetSuite items. It also explains how to update NetSuite line items based on the Presentation modal data and constituted external item data.

Configuration

eXtendPresentation provides an included sample workflow called eXtendPresent Constitute ASI Items[B] as a reference to use this functionality. It is recommended to create a copy of this workflow and modify it based on your criteria.

For advanced users, the workflow action script eXtendPresentation Constitute ASI Items (script id {customscript_extend_present_const_asi_it}) can be integrated into custom workflows instead of using the included sample workflow.

Advanced users can use the workflow action script eXtendPresentation Constitute ASI Items (script id {customscript_extend_present_const_asi_it}) in their own custom workflows instead of using the bundled workflow.

Workflow Details

Once the workflow or workflow action script is set up, it will perform the following actions:

  1. If external items from ASI are specified in the Presentation modal, this workflow will constitute those items. After the constitution, it will update the NetSuite line items with the constituted items and any other NetSuite items on the transaction record. Note: This action is independent of the regenerate line items functionality.
  2. If external items from ASI are specified in the Presentation modal, but those items already exist in NetSuite, this workflow will not create new items or update the existing line items. To generate line items in such cases, use the regenerate line items functionality. For more information, see Creation of line items from Presentation Modal data.