DATEV Interface in NetSuite
One of our European clients, from the Furniture industry, had a custom requirement in NetSuite regarding journal entry export.
Requirement
The client required to export the journal entry details as CSV (Comma Separated Value) item line details from NetSuite to use in a third-party system. The challenges faced by our developers 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 decided on the second option and initiated the development by 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. As a result of the customization, the client can now effortlessly download the journal entries in CSV or excel format.
Experience impeccable Netsuite Customization Services that help you stay ahead of the competition with Jobin & Jismi. Contact us at contactus@jobinandjismi.com to schedule a consultation and discover how we can help your business grow.
