Importing Landed Cost Templates in NetSuite: Guidelines and Best Practices

Summary: This article provides comprehensive guidelines for preparing and importing landed cost template mappings into NetSuite. It covers the supported methods for importing estimated landed costs, details on updating import files with internal IDs, exporting existing mappings, editing fields, handling currency, and useful resources for creating CSV files for import.

Requirements:

  • A basic understanding of NetSuite and its import functionality.
  • Access to NetSuite with appropriate permissions to import landed cost templates.
  • Landed cost mapping records to be imported or updated.
  • Familiarity with CSV file format and conventions.

Solution:

Importing landed cost templates in NetSuite can be a critical part of managing your procurement and inventory costs accurately. To ensure a smooth import process, follow these guidelines:

1. Import Methods:

  • Estimated landed cost can be imported using CSV files, scheduled scripts, or web services. Ensure you use one of these supported methods for your import. Other contexts are not supported for this purpose.

2. Use Internal IDs:

  • When updating import files, it’s crucial to use the internal IDs of the landed cost mapping records you want to edit. You can find these internal IDs by referring to the “How do I find a record’s internal ID?” resource.

3. Export Existing Mappings:

  • To create an import file with the necessary internal IDs, you can export the existing list of landed cost template mappings. Access this list by navigating to Lists > Accounting > Landed Cost Template Mapping. More information about exporting records can be found in the “Exporting Lists” resource.

4. Editable Fields:

  • Almost all details in the landed cost mappings can be edited during import, except for the currency. Ensure that you have the correct data for the fields you want to update.

5. Handling Blank Fields:

  • It’s essential to note that you cannot set editable fields to blank through import. If a field in the CSV file is left blank, the existing details on the record will be retained.

6. CSV File Creation:

  • For more detailed information on creating CSV files for import in NetSuite, refer to the “General CSV File Conventions” resource. This will help you format your import file correctly.

By following these guidelines and best practices, you can effectively prepare and import landed cost template mappings in NetSuite, ensuring that your procurement and inventory costs are accurately represented within the system. Properly managed landed costs contribute to more informed financial reporting and decision-making.

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