Automating Document Management in NetSuite: How Hydrapeak Uses eXtendFiles AI for Sales Order Processing
Introduction Manual sales order processing is a common bottleneck in document management workflows, especially when dealing with PDFs in NetSuite. Hydrapeak encountered this challenge firsthand—receiving purchase orders in various PDF formats and manually entering them into NetSuite. To streamline document processing and improve accuracy, Hydrapeak turned to eXtendTech’s eXtendFiles AI. Audience This article is intended […]
NetSuite Process Method: Hierarchical record balancing via workflow or mass update
Who Should Use This Guide? This article is for NetSuite Administrators or Developers looking to execute NetSuite hierarchical record balancing using native functions only (No code!). We define a few native NetSuite functions that can perform Parent Record to Sub-Record data synchronization. Whether you’re managing customer data, work orders, or other record types, this method […]
NetSuite Billing Operations – powerful billing automation using native NetSuite functionality
Introduction While eXtendTech often offers customizations and external integrations for NetSuite, we always prefer to stay native. That’s why today we are talking about the native NetSuite Billing Operations function. We use it too and it’s great! Over the years our team has watched NetSuite evolve by adding features and functions that, in the past, we would […]
Finally! – NetSuite to NetSuite Integration
Audience This article is relevant if you’re seeking to integrate one instance of NetSuite with another instance of NetSuite to produce Entities, Items, and/or Transactions. Background It’s kind of “a thing” when you’re a company using NetSuite and you notice one of your Customers or Vendors using NetSuite as well. A fleeting moment of “Hey, […]
NetSuite and Toggl Integration – Client, Project, and Timesheet Synchronization
Background “My favorite task is entering Time Sheets!”……said no one…..ever. When we first launched eXtendTech, we struggled with staying on top of our time sheets. Being new to the discipline, it was a major adjustment and was very time consuming. Beyond accounting for my own time, which I knew I could do better, I had to […]