Supported Record Transformations in...

TL;DR Opening

Supported record transformations allow developers to automate various NetSuite processes by converting records from one type to another. This functionality is invaluable for scenarios like order processing or generating invoices from existing orders.

What Are Supported Transformations?

Using the record.transform method, you can effectively change a record's type while utilizing the existing data from another record. This feature aids in streamlining operations and automating repetitive tasks. For specific transformation types, refer to the section below.

Key Features

Method Description: Transforms records from one type to another.
Returns: A transformed record object.
Script Types Supported: Works with both client and server scripts.
Governance Limits:
- Transaction records: 10 units
- Custom records: 2 units
- All other record types: 5 units

Parameters for Transformation

The options parameter is critical in defining the transformation specifics. Here are the parameters you need:

Parameter	Type	Required	Description
`fromType`	string	Required	The current record type being transformed.
`fromId`	number	Required	The internal ID of the record to transform.
`toType`	string	Required	The record type of the output after transformation.
`isDynamic`	boolean	Optional	Sets the transformation to dynamic mode if true (default is false).
`defaultValues`	Object	Optional	Name-value pairs for default field values in the new record.

Errors

You may encounter the following error if any required arguments are not supplied:

Error Code: SSS_MISSING_REQD_ARGUMENT - Thrown if a required argument is missing or undefined.

Code Sample

This example demonstrates the basic syntax for transforming a record in SuiteScript:

suitescript

1var objRecord = record.transform({
2    fromType: record.Type.CUSTOMER,
3    fromId: 107,
4    toType: record.Type.SALES_ORDER,
5    isDynamic: true,
6});

suitescript

1record.transform({ 
2   fromType: 'salesorder', 
3   fromId: 6, 
4   toType: 'invoice', 
5   defaultValues: { billdate: '01/01/2019' } 
6});

Supported Transformation Types

Here is a comprehensive list of the supported transformations:

Original Record Name	Original Record Type	Transformed Record Name	Transformed Record Type
Assembly Build	assemblybuild	Assembly Unbuild	assemblyunbuild
Build/Assembly	assemblyitem	Assembly Build	assemblybuild
Work Order	workorder	Cash Refund	cashrefund
Cash Sale	cashsale	Credit Memo	creditmemo
Customer	customer	Customer Payment	customerpayment
Invoice	invoice	Sales Order	salesorder
Job	job	Estimate	estimate
Purchase Order	purchaseorder	Vendor Bill	vendorbill
Custom Sales Transaction	customsalestransaction	Cash Sale	cashsale

Note: Certain transformations like creating an Assembly Build for Outsourcing Work Orders are not supported. For detailed guidance on other specific transformations, ensure to check the relevant documentation or consult the NetSuite Help Center.

Key Takeaways

The record transformation feature automates data flow between different record types in NetSuite.
Understanding the parameters and governance limits can enhance script performance.
Utilize the provided code samples as a foundation for your custom transformations.

Source: This article is based on Oracle's official NetSuite documentation.

Frequently Asked Questions (4)

Are there specific scripts that support the record transformation method in SuiteScript?

Yes, the record transformation method supports both client and server scripts in SuiteScript.

What are the governance limits for using the record.transform method with different record types?

The governance limits for the record.transform method are 10 units for transaction records, 2 units for custom records, and 5 units for all other record types.

What parameters are required to use the record.transform method in SuiteScript?

The required parameters for the record.transform method are 'fromType' (the current record type), 'fromId' (the internal ID of the record to transform), and 'toType' (the record type of the output).

What error might occur if required arguments are missing when transforming a record?

If any required arguments are missing, you may encounter the error code 'SSS_MISSING_REQD_ARGUMENT', indicating that a required argument is missing or undefined.

Supported Record Transformations in SuiteScript