Requirement

The requirement of the client was to export the journal entry details as CSV item line details from NetSuite to use in a third-party system. The challenges our developers faced during development were,  

• Only ‘xls’ Excel format is supported in NetSuite, ‘xlsx’ is not supported. 

• Limitations of Saved search functionality.

The client required the CSV import to have the following details: 

• Amount in EUR

• Debit/Credit

• Account No.

• Contra Account No.

• VAT-Key

• Date

• Invoice No.

• Description

• EU-Country and VAT-ID-No

• EU-VAT tax rate

Solution

The requirement analysis brought our developers to two alternatives – either to use a saved search or add a ‘button’ in journal entry. Our developers initiated the development through adding the ‘button’. Refer to the image below for better understanding.  

The user can fetch the details from the journal entry and produce the CSV file on ‘button click’. The click will trigger the script and render the data into CSV or Excel. Refer the image below for the final CSV output.  

Result

The NetSuite customization was successful and aligned with the client requirement. The customization now helps the client to effortlessly download the journal entries in CSV or excel format.