Copyright NetSuite, Inc All rights reserved. Trademarks

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2 Copyright NetSuite, Inc All rights reserved., November 10, 2005 This document is the property of NetSuite, Inc., and may not be reproduced in whole or in part without prior written approval of NetSuite, Inc. Trademarks NetSuite, NetERP and NetCRM are provided by NetSuite, Inc, and NetSuite is a trademark of NetSuite, Inc. Oracle is a registered trademark of Oracle Corporation. Other product names mentioned in this document may be trademarks, servicemarks, or tradenames of their respective companies and are hereby acknowledged.

3 Chapter 1 Welcome In this Guide Supported Records Overview Business Records Search Records Record Internal IDs CustomFieldList Shared System Internal IDs General Guidelines Chapter 2 Customers Usage Notes Supported Operations Associated Records Returning a Contact List for a Customer Understanding Customer Stages Record Fields List Fields Search Record Fields Customer Status and Stage Internal IDs Chapter 3 Contacts Usage Notes Supported Operations Associated Records Record Fields List Fields Search Record Fields Chapter 4 Employee Usage Notes Supported Operations Associated Records Record Fields List Fields Search Record Fields

4 Chapter 5 Messages Usage Notes Supported Operations Associated Records Record Fields Attachments Encoding Storing Attachments Chapter 6 Notes Usage Notes Supported Operations Associated Records Record Fields Chapter 7 Phone Call Usage Notes Supported Operations Record Fields List Fields Search Record Fields Chapter 8 Events (CalendarEvent) Usage Notes Supported Operations Associated Records Recurrence Record Fields List Fields Search Record Fields Chapter 9 Tasks Usage Notes Supported Operations Associated Records Identifying Unique TaskContact List Records

5 Record Fields Search Record Fields Chapter 10 Cases Usage Notes Supported Operations Associated Records Record Fields List Fields Search Record Fields Case Status and Priority Internal IDs Chapter 11 Opportunities Usage Notes Supported Operations Associated Records Projected Total, Range High and Range Low Fields Item Lists Record Fields List Fields Search Record Fields Chapter 12 Sales Orders Usage Notes Supported Operations Record Fields List Fields Search Record Fields Chapter 13 Items Usage Notes Supported Operations Associated Records Shared Pricing Matrix List Billing Rates Item Options List Vendors List Search Record Fields

6 Inventory Items Record Fields List Fields Description Items Record Fields Discount Items Record Fields Markup Items Record Fields Payment Items Record Fields Subtotal Items Record Fields NonInventory Purchase Items Record Fields NonInventory Sales Items Record Fields NonInventory Resale Items Record Fields Other Charge Resale Items Record Fields Other Charge Purchase Items Record Fields Service Resale Items Record Fields Service Purchase Items Record Fields Service Sale Items Record Fields Other Charge Sale Items Record Fields Chapter 14 Other Lists Usage Notes Supported Operations Associated Records Permissions Record Fields Chapter 15 Custom Records Usage Notes Supported Operations

7 Working with References Record Fields Search Record Fields Country and State Enumerations Country Enumerations State Enumerations

8 Chapter 1 Welcome In this Guide Welcome to the NetSuite Web Services Platform. The NetSuite Web Services Platform provides programmatic access to your Netsuite data and business processes through an XMLbased application programming interface (API). This guide provides detailed information for each record supported by the NetSuite Web Services Platform. For an overview of the NetSuite Web Services Platform with detailed requirements and example code for each of the core Web services operations, refer to the Web Services Platform Guide. This manual contains a section for each supported record that describes the following: General description of the record and how it can be used. Usage notes for the record providing details for special cases. A list of all supported operations for that record. A list of all other records that the current record can be associated to. Tables listing all available fields with their requirements and a description of those fields. Sample code snippets to clarify some explanations. Supported Records The following records are currently supported in the NetSuite Web Services Platform. Record Type Entities Activities Transactions Support Records Customers Contacts Employee Events (CalendarEvent) Tasks Phone Call Opportunities Sales Orders Cases

9 Welcome Overview 2 Record Type Items Communications Miscellaneous Customization Records Inventory Items Description Items Discount Items Markup Items Payment Items Subtotal Items NonInventory Purchase Items NonInventory Sales Items NonInventory Resale Items Other Charge Resale Items Other Charge Purchase Items Service Resale Items Service Purchase Items Service Sale Items Other Charge Sale Items Messages Notes Other Lists Custom Records Overview Business Records A NetSuite business record is a top level record used in all operations other than the login and logout operations. These records represent specific business functions such as creating a Customer or updating an Opportunity. Business record fields are populated and sent via SOAP during a Web service request or response. Business records are also returned in get and search operations. Any field defined within a Web services business record must be of one of the following logical types. Note: When enumerations contain either special characters ( ( ) or reserved keywords ( private, public ), either.net and Axis may generate less usable code on the client side. To alleviate this problem, all enumerated values in NetSuite Web services are prepended with an underscore _, except for enumerated values from the platformcore, platformcoretyp, platformfaults, platformfaultstyp, and platformmsgs XSDs. For example, without the _,.NET prepends symbol to the variable, as

10 Welcome Overview 3 Type String Int Double Boolean Datetime RecordRef Enum WsEnum List Description Corresponds to the xsd:string type in the XML Schema Corresponds to the xsd:int type in the XML Schema Corresponds to the xsd:double in the XML Schema Corresponds to the xsd:boolean type in the XML Schema and has valid values of true or false. If not explicitly set to either true or false, then set as false. Corresponds to the xsd:datetime type in the XML Schema which conforms to the ISO 8601 standard. Corresponds to the RecordRef type in the XML Schema. References an nskey value for any other record in the system including system defined constants that are controlled by the system. Corresponds to a specific type defined as an enum in the XSD that represents system constants that are also available in the UI. Corresponds to a specific type defined as an enum in the XSD that represents system constants that are NOT available in the UI. A List references a type that is a list and should be explicitly defined in the in the XML Schema as a type. A list can either be null (if it s an optional field) or it must contain at least one entry unless otherwise noted. All list types have a List suffix. Since sublists are NOT keyed, you can NOT update a specific item in the list. Instead you must interact with the list as a whole as described in the Platform Guide. Search Records A NetSuite search record is defined as a top level record that is used in the request portion of a search operation. Any field defined within a Web services search record must be of one of the following logical types. Type String Int Double Boolean Datetime List MultiSelectRef MultiSelectEnum Description Corresponds to the SearchStringField type as defined in the Platform Guide. Corresponds to the SearchIntField type as defined in the Platform Guide. Corresponds to the SearchDoubleField type as defined in the Platform Guide. Corresponds to the SearchBooleanField type as defined in the Platform Guide. Corresponds to the SearchDateField type as defined in the Platform Guide. Corresponds to the SearchSelectField type as defined in the Platform Guide. Corresponds to the SearchSelectField type as defined in the Platform Guide. Corresponds to the SearchSelectField type as defined in the Platform Guide.

11 Welcome Overview 4 Record Internal IDs Each record type in NetSuite has a corresponding internal ID (or typeid). This internal ID is required when using ListOrRecordRef since the type of record being referenced needs to be specified. For example, in the following code a new ListOrRecordRef is created. The list references a specific Entity record as designated by the InternalId of 1011 and specifies that the record is of the type customer (-2). Note that customer records have a internalid of -2 as shown in the table below. ListOrRecordRef[] fieldnameentity = new ListOrRecordRef[1]; fieldnameentity[0] = new ListOrRecordRef(); fieldnameentity[0].setinternalid("1011"); fieldnameentity[0].settypeid("-2"); Following is a table which lists the record type and associated internal ID. Important: MultiSelect fields on custom records also reference these values since they contain ListOrRecordRefs. For details on working with custom records, see Chapter 15 "Custom Records". Record Type internalid (or typeid) Call -22 Case -23 Contact -6 Customer -2 Employee -4 Event -20 Item -10 Opportunity -31 Task -21 Transaction -30 CustomFieldList Most business records that are exposed through Web services have one or more custom fields attached to it. These custom fields are exposed through the CustomFieldList record type. Note: The Disable Mandatory Custom Field Validation preference as described in the Platform Guide determines whether a required custom field with no data provided throws an error or is accepted as a null value. Refer to the Platform Guide for more details on this preference setting.

12 Welcome Overview 5 Type Req. Default Notes customfield varies Yes Value of the custom field. Points to a type of CustomFieldRef in the XML Schema which is an abstract type. internalid string Yes the field instance internal ID id2 string No the record type id xsi:type xsi:type Yes This is a field that is automatically implemented by the XML Schema. The value should represent the concrete custom field type. Following is an example that contains an exerpt of the SOAP body for a list of custom fields. <customfieldlist> <customfield internalid= CUSTEVENT1 xsi:type= IntCustomFieldRef > <value>12</value> </customfield> <customfield internalid= CUSTEVENT2 xsi:type= MultiSelectCustomFieldRef > <value>john</value> <value>mike</value> <value>gary</value> </customfield> </customfieldlist> Shared System Internal IDs System internal IDs are shared between the following groups. Therefore, when referencing a record using RecordRef, providing the system internal ID without specifying a type is sufficient to uniquely identify the record within a given group. Entities: company, contact, customer, employee, group, internal, partner, vendor CRM: call, campaign, case, event, solution, task General Guidelines Following are some general guidelines to follow when working with NetSuite records. Field Lengths In this guide, field length limitations are provided for all string fields. The values provided indicate the character limitations for each field. If the limit is exceeded, an error is returned indicating which fields exceeded the limit and the maximum number of characters allowed for that field. Errors If a required field is missing for a given record within a request, an error is generated. The associated record is not processed and an appropriate error status code is returned. Note: Only records with the errors are not processed. If multiple records are submitted within the same request, any records without errors are processed.

13 Welcome Overview 6 Required Fields Required fields in the UI don t necessarily correspond to required fields in the Web Services interface. This is because there can be standard defaults that are applied if the field is not populated. For example, in the Event record type, the eventaccess field is required in the UI. It is optional in Web services because it has a default value of Public. Default Values The system provides default values only for fields that are not required. When applying a default value, the system first tries to use a specified value. If none is given, the system uses the default. If no default is given, the system enters null. User defined defaults through the UI do not apply to Web services. Custom Forms The Web services interface for a given record type is independent of any custom forms defined for that type in the UI. Images In order to reference an image, it first needs to be uploaded, and then referenced using the image name specified in the file cabinet. Hidden Fields (datecreated/createddate) There is a datecreated or createddate field for every supported record type. This field is writable. However, if the field is left empty for a request it is by default populated with the system generated date regardless of Web services defaults settings. Refer to Working with Hidden Fields on page 22 of the Platform Guide for more information on hidden fields. Note: In all cases the system creation time is preserved for audit trail purposes. Operations For simplicity, the NetSuite Web Services Platform is designed with all available fields listed for each record in each corresponding XSD. There is no differentiation as to what field is available for each individual operation. For example, add operations take a separate set of field values than the corresponding update operation for some records. If your web services request includes a field value for a field that is unavailable, an error is thrown for that submission. This document specifies whenever a field is not available for both an add and an update operation.

14 Welcome Overview 7 Note: If you are using Web services for data migration where there may be fields that need to be populated that are unavailable during an add operation, you should perform two consecutive requests. Submit an initial add or addlist request, with values for all fields available for an add operation, followed by an update or updatelist request, with values for the fields available only during an update operation. User Defined List In the NetSuite Web Services Platform, many fields require internal ID values that correspond to an item in a user defined list. To locate a specific internal ID for a value in a user defined list, ensure that the preference Web Services: Show internal IDs is enabled. Then, if you navigate to the appropriate list within NetSuite, the internal ID values (or nskeys) are displayed for each list item. For example, the entitystatus field in the Customer record takes an internal ID value from the user defined list at Setup > Sales Force Automation > customer Statuses. If you navigate to this page in NetSuite, and the Web Services: Show internal IDs is enabled, the internal ID (nskey) values for each item are displayed. Note: Some user defined lists can also be edited via Web services to modify the values for the list. For details, see Other Lists on page 130. Enumerated Lists If values being returned for WSEnum and Enum fields in a get or search operation do NOT match the values enumerated in the schema, the following warning is returned: Code = Invalid_data Message = Error in record number <id>: Invalid field value <field>. Please refer to the XSD for enumerated list of valid field values. In these cases, the existing data is corrupt and must be corrected before it can be retrieved using NetSuite Web services.

15 Chapter 2 Customers Customer records represent people or companies that purchase goods and services from your business. Use the Customer record to manage these customers. Client applications can create, update, or delete customer records. The Customer record is defined in the listrel (relationship) XSD. Customer Record in NetSuite UI: Usage Notes Supported Operations The following operations can be used to modify Customers records: add addlist update updatelist delete deletelist get

16 Customers Usage Notes 9 getlist search searchmore searchnext Associated Records The Customer Record is not directly associated to any other record. You can NOT retrieve or set relationships between Contacts, Notes, Opportunities, Cases or Messages and the Customer record using Web services. Important: To create a relationship between a contact and a customer, you can set the company field to the Customer's Internal Id when updating or adding a contact. See Chapter 3 "Contacts". Returning a Contact List for a Customer In order to return a list of contacts associated to a given customer record, you must first get the customer record and then perform a search for the contacts associated to that customer. Sample Java Code // First get your customer Customer c = (Customer)port.get(new RecordRef("17",RecordType.customer)).getRecord(); // Now do a specific search for the Contacts ContactSearch cts = new ContactSearch(); // Search for an exact match between Customer.EntityId and the ContactSearch Field Company. cts.setcompany(new SearchStringField(c.getEntityId(),SearchStringFieldOperator.is)); // Execute the search and you have your contactlist. SearchResult scts = port.search(cts); Understanding Customer Stages In the NetSuite UI, there are three possible stages that can be defined for a customer Lead, Prospect or Customer. When entering new customers into NetSuite, you can create the record as a Lead, Prospect or Customer record, or you can create the customer as a Lead and allow NetSuite to automatically update the stage as certain criteria are met. Lead: allows you to track all the information you need to convert a lead into a customer. Leads have no estimates, opportunities or transactions associated with them. If an estimate or opportunity is created for a lead, the lead becomes a prospect. If you create a sales transaction for a lead, the lead becomes a customer. Prospect: allows you to track all the information you need to convert a prospect into a customer. Prospects have no sales orders, invoices, cash sales or other sales transactions associated with them. They can have opportunities and estimates associated with them, however. If a sales transaction is created for a prospect, or an opportunity is closed for a prospect, the prospect becomes a customer. Customer: allows you to track all the information on your current customers.

17 Customers 10 This workflow is also maintained when working with Web services. The stage field indicates whether the customer is a Lead, Prospect or Customer as defined above. For example, if a customer record is defined as a Lead via Web services and then that customer record has an opportunity record associated with it via Web services, the Customer record stage field will automatically be updated to reflect the new Prospect stage. Once the opportunity record is updated to Closed-Won, the record stage field is automatically updated to Customer. To enter a new customer record at a specified stage, set the stage field to Lead, Prospect or Customer as desired. The following field definitions are available for working with customer records. Record Fields The fields defined below are used to add and update information in a customer record. Customer Length Req Mapping Notes internalid string Y/N This is a required field for update, delete and get operations. entityid String / 25 Y/N Customer The name of the customer record. Required on add and update. isinactive Boolean No Customer is Inactive This field is false by default. customform RecordRef Y/N None References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. parent RecordRef N Child Of References an existing customer record. companyname String / 40 N General / Company Name The name of the customer.

18 Customers 11 Length Req Mapping Notes category RecordRef N General / Category References a value in a user defined list at Lists > Accounting > Other Lists > customer Categories. For details on how to modify this list via Web services, see CustomerCategory on page 132. entitystatus RecordRef Y Status References a value in the status list defined at Setup > Sales Force Automation > customer Statuses. For a list of possible internal ID values, refer to Customer Status and Stage Internal IDs on page 18. The customer stage may be changed automatically when the entitystatus field is changed. For more information, see Understanding Customer Stages on page 9. language Enum N/A References a value in the Language system list. salesrep RecordRef N General / Sales Rep References an employee record. accountnumber String / 20 N Financial / Account Assigned account number for this customer. terms RecordRef N Financial / Terms References a value in a user-defined list at Lists > Accounting > Other Lists. creditlimit Double N Financial / Credit Limit A credit limit for this customer. If set, and depending on preferences, a warning is generated when this customer's limit is exceeded during a transaction addition. creditholdoverride Boolean N Financial / This is a read-only field. balance Double N Financial / Balance Customer's current accounts receivable balance. pricelevel RecordRef N Financial / Price Level References a value in a user-defined list at Lists > Accounting > Other Lists. This value sets the price level for selling to this customer. prefccprocessor RecordRef N Financial / Preferred Credit Card Processor References a record at Setup > Company > Credit Card Processors. Sets the credit card processor used to process orders.

19 Customers 12 Length Req Mapping Notes taxable Boolean N Financial / Taxable True indicates that this customer pays sales tax according to the rate defined in the taxitem field. False indicates that this customer does not pay sales tax. taxitem RecordRef N Financial / Tax Item References a value in a user-defined list at Lists > Accounting > Sales Tax Items. This value provides the standard tax rate associated with this customer. resalenumber String / 15 N Financial / Resale Number startdate Datetime N Financial / Start Date Customer's tax license number for cases where you do not collect sales tax from this customer because the merchandise will be resold. The date this person or company became a customer. enddate Datetime N Financial / End Date Projected end date for this customer (used in the case of a contract job) reminderdays Int N Financial / Reminder Days shippingitem RecordRef N Financial / Shipping Item Sets the number of days before the end date that a reminder should be sent for renewing a customer's contract or job. References a value in a user-defined list at Lists > Accounting > Shipping Items. This value sets the default shipping method for this customer. giveaccess Boolean N Access / Give Access send Boolean N Access / Send Notification Enables access to your NetSuite account for the customer. The level of access is defined by the role assigned in the accessrole field. The password field must also be set before the customer can login to NetSuite. If true, the customer is automatically notified via e- mail when new access to NetSuite is provided. accessrole RecordRef N Access / Role References a value in a user-defined list at Setup > Users/Roles > Manage Roles. This value sets the role assigned to this customer. password String / 16 N Access / Password Sets the password assigned to allow this customer access to NetSuite. The password must be at least 6 characters long and contain one number or special character. Special characters include:, ` # $ % ^ & * ) ; ' [ ] "{ }. password2 String / 16 N Access / Confirm Password Sets the password confirmation field.

20 Customers 13 Length Req Mapping Notes altphone String / 21 N General / Alt. Phone Phone numbers can be entered in the following formats: , , (999) , 1(999) or ext 9999 phone String / 21 N General / Phone Phone numbers can be entered in the following formats: , , (999) , 1(999) or ext 9999 fax String / 21 N General / Fax Sets the fax number for the customer. String / 25 N General / Sets the address for the customer. If giveaccess is also set to true this is the used by the customer for login. preference Enum N General / Type Reference to a value in a system list. Values: _PDF, _HTML. comments String / 999 N General / Comments URL String / 100 N General / Web Address Sets the URL associated with the customer. image RecordRef N General / Image References an image file that has already been uploaded to the account. unsubscribe Boolean N General / Unsubscribe Removes the customer from marketing campaign lists. For accounts with US and Canadian editions, this field defaults to False and can only be set on an Update operation. For accounts with UK and AUS editions, the field defaults to True and can only be set on an Add operation. territory RecordRef N General / Territory References a value in a user-defined list at Setup > Sales Force Automation > Manage Sales Territories. This value sets the sales territory this customer belongs in. leadsource RecordRef N General / Lead Sourc References a value in a user-defined list at Lists > Accounting > Other Lists. Sets how this customer was referred to the organization. For details on how to modify this list via Web services, see LeadSource on page 134. weblead string N NA This is a read-only hidden field that defines whether a customer registered via a NetSuite website. It returns a string of either Yes or No.

21 Customers 14 Length Req Mapping Notes partner RecordRef N General / Partner References a partner record. This value sets the partner responsible for referring this customer. referrer String / 100 keywords String / 4000 clickstream String / 262 lastpagevisited String / 50 visits firstvisit lastvisit Int Datetime Datetime datecreated Datetime on Add None: Hidden Field When adding a record, this field defaults to the current system date and time. This field can be overwritten but, if not, the default value is set regardless of any use default settings. currency RecordRef N Financial / Currency References a value in a user-defined list at Lists > Accounting > Currencies. This value sets the currency that all transactions involving this customer are conducted in. lastmodifieddate DateTime N None: Hidden Field This is a read only field. When updating a record, this field defaults to the current system date and time. openingbalance Double N Financial / Opening Balance openingbalancedate DateTime N Financial / Opening Balance Date stage Enum N No corresponding field in the UI. Corresonds to Lead, Prospect or Customer records. vatregnumber string Financial / Vat Registration Number Sets the opening balance of this customer's account. Sets the date of the balance entered in the Opening Balance field. This is a read only field that references a value in a system list. Possible values include LEAD, PROSPECT or CUSTOMER. This value refers to the stage of customer that is being created and are the values that should be submitted as the internal ID values when performing a search. NetSuite automatically updates the customer stage when certain customer status (entitystatus field) changes occur. For more information, see Understanding Customer Stages on page 9. For the UK edition only. Note that this field is not validated when submitted via Web services. creditcardslist List N See CreditCardsList on page 15.

22 Customers 15 addressbooklist List N See AddressbookList on page 15. customfieldlist List N See CustomFieldList on page 4. List Fields Length The fields defined below are used to add and update information in lists that are attached to the customer record. CreditCardsList Req Mapping Notes The creditcardslist field is a list field that allows you to provide multiple credit card entries for a customer. The customer can then use these entries for payments. These fields are all mapped to the Financial tab in the UI. Field Length ccnumber Int Y Credit Card Number ccexpiredate Datetime N Expiration Date ccname String / 30 N Cardholder Name paymentmethod RecordRef Y Credit Card Type Reference to a value in a user-defined list at Lists > Accounting > Other Lists. This value sets the type of card. For details on how to modify this list via Web services, see PaymentMethod on page 133. ccdefault Boolean N Default Credit Card Sets whether this credit card is automatically selected on Web store transactions for this customer. The value is false by default. AddressbookList The addressbooklist field is a list field that allows you to provide multiple addresses for a customer. These fields are all mapped to the Address tab in the UI. Field Length defaultshipping Boolean N Default Shipping This field is true by default. Sets whether this address is used as the customer's default shipping address on transactions and in the Web store. defaultbilling Boolean N Default Billing This field is true by default. Sets whether this address is used as this customer's default billing address on transactions and in the Web store. label String / 30 Y Label Sets the name of the address entry. attention String / 30 N Attention addressee String / 30 N Addressee

23 Customers 16 Field Length phone String / 30 N Phone addr1 String / 30 N Address 1 addr2 String / 30 N Address 2 city String / 30 N City state Enum N State/Province References a value in a system list. Refer to State Enumerations on page 146 for a list of possible values (_alabama, _alaska, _alberta...) as defined in the commontypes XSD. zip String / 13 N Zip Although not required, if this value is not provided it is not possible to use this address with 3rd party shippers. country Enum N Country References a value in a system list. Refer to Country Enumerations on page 139 for a list of possible values (_afghanistan, _albania, _algeria...) as defined in the commontypes XSD. addrtext String / 999 N Address override Boolean N Override This field is false by default. This flag affects the behavior of the addresstext element. If set to true, the submitted contents of the addresstext element are saved regardless of the individual address fields. If set to false, the submitted contents of the addrestext field are ignored, and the addresstext field is composed of the individual address fields. Search Record Fields The fields defined below are used to search information in customer records. CustomerSearch Type contname RecordRef Y Contact Reference to an existing contact record. primaryalternate RecordRef N Attach as Sets the contact as the primary or alternate contact for the customer. Internal ID values include PRIMARY or ALTERNATE (case sensitive). Only one contact can be set as the PRIMARY for a given customer. If multiple contacts are defined as PRIMARY the lastest modified contact is set as the PRIMARY and all others are reset as ALTERNATE. Search XSD Type Mapping CCDefault SearchBooleanField Sales: Default Credit Card CCExpDate SearchDateField Sales: CC Expire Date CCHolderName SearchStringField Sales: Cardholder Name CCNumber SearchStringField Sales: Credit Card Number

24 Customers 17 Search XSD Type Mapping CCType SearchMultiSelectField Sales: Credit Card Type URL SearchStringField Web Address giveaccess SearchBooleanField Login Access accountnumber SearchStringField Account active SearchBooleanField Inactive address SearchStringField Address availableoffline SearchBooleanField Always Available Offline balance SearchDoubleField Sales: Balance boughtamount SearchDoubleField Transactions: Total Amount Purchased boughtdate SearchDateField Transactions: Purchase Dates campaign SearchStringField Campaigns: Campaign campaignchannel SearchMultiSelectField Campaigns: Channel campaignpromocode SearchMultiSelectField Campaigns: Promotion Code campaignresponse SearchMultiSelectField Campaigns: Response campaignresponsecode SearchIntField campaignresponsedate SearchResponseDate Campaigns: Response Date category SearchMultiSelectField Category city SearchStringField City classbought SearchMultiSelectField Transactions: Class comments SearchStringField contact SearchStringField Contact country SearchMultiSelectField Country county SearchStringField datecreated SearchDateField Date Created creditlimit SearchDoubleField Sales: Credit Limit currency SearchMultiSelectField Currency custstage SearchMultiSelectField custstatus SearchMultiSelectField Sales: Status dateclosed SearchDateField Sales: Date Closed deptbought SearchMultiSelectField Transactions: Department SearchStringField enddate SearchDateField Sales: End Date entityid SearchStringField entitystatus SearchMultiSelectField fax SearchStringField Fax firstsaledate SearchDateField Transactions: Date of First Sale

25 Customers 18 Search XSD Type Mapping group SearchMultiSelectField Group image SearchStringField Image items Bought SearchMultiSelectField Transactions: Items Purchased itemsordered SearchMultiSelectField Transactions: Items Ordered lastmodified SearchDateField Last Modified language SearchStringField leadsource SearchMultiSelectField Sales: Lead Source locationbought SearchMultiSelectField Transactions: Location merchantaccount SearchMultiSelectField parent SearchMultiSelectField Sub of parentitemsbought SearchMultiSelectField partner SearchMultiSelectField Sales: Partner phone SearchStringField Phone pricelevel SearchMultiSelectField Price Level prospectdate SearchDateField Sales: Prospect Date reminderdate SearchDateField salesrep SearchMultiSelectField Sales Rep stage SearchEnumMultiSelectField Sales: Stage startdate SearchDateField Sales: Start Date state SearchMultiSelectField State/Province status SearchMultiSelectField Sales: Status targetcampaign SearchMultiSelectField Campaigns: Campaign: Event taxable SearchBooleanField Sales: Taxable territory SearchMultiSearchField Sales: Territory unsubscribed SearchBooleanField Subscription weblead SearchBooleanField zip SearchStringField Zip customfieldlist SearchCustomFieldList Customer Status and Stage Internal IDs The following table lists the internal IDs for all standard Customer Status and Stage values that can be used to populate the entitystatus or stage field. Note: In addition to the following standard custom status values, your organization may have defined custom Customer Status values. If the Show Internal IDs preference is enabled, you can confirm the internal ID values in the associated list. See Displaying Internal IDs (nskeys) in the Web Services Platform Guide.

26 Customers 19 Customer Statuses Customer Stages ID Status ID Stage 17 Dead LEAD Lead 6 New PROSPECT Prospect 18 Qualified CUSTOMER Customer 14 Closed Lost 9 Identified Decision Makers 8 In Discussion 11 In Negotiation 7 Opportunity Identified 10 Proposal 12 Purchasing 13 Closed Won 16 Lost Customer 15 Renewal

27 Chapter 3 Contacts Contacts represent people or companies that you deal with in the daily activity of your business. Use the Contact record to create, modify, or delete contacts and associate a contact to a parent record. The Contact record is defined in the listrel (relationship) XSD. Contact Record in the NetSuite UI: Usage Notes Supported Operations The following operations can be used to manipulate the Contact record. add addlist update updatelist delete deletelist

28 Contacts 21 get getlist search searchmore searchnext Associated Records A contact record can be associated with the following records in NetSuite. Contact Customer Opportunity Note: Contact records can only be associated with other records during an update operation. The parent record must first be added before a contact can be associated with it. The following field definitions are available for working with contact records. Record Fields The fields defined below are used to add and update information in a contact record. Contact Length internalid string N This is a required field for update, delete and get operations. entityid String / 25 Y Contact Sets how the contact's name appears in all lists isinactive Boolean N Contact is Inactive This element has a default value of false. If set to true, this contact is not displayed on the Contacts list in the UI and cannot be associated with other records.

29 Contacts 22 Length customform recordref Y/N None References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. salutation String / 5 N General / Mr./Ms... firstname String / 25 N General / First Name middlename String / 25 N General / Middle Name lastname String / 25 N General / Last Name This field is required for the Online Bill Pay feature. This field is required for the Online Bill Pay feature. company RecordRef N Company Sets the company this contact works for. This contact is then displayed in contact lists for this company. isprivate Boolean N Private This field has a default value of false. If set to true the contact can only be viewed by the user that entered the contact record (as recorded with the login operation). String / 25 N General / Sets the address for this contact. When this contact is invited to an event, a notification is sent to this address. alt String / 25 N General / Atl. phone String / 21 N General / Main Phone officephone String / 21 N General / Office Phone homephone String / 21 N General / Home Phone mobilephone String / 21 N General / Mobile Phone This field is required for the Online Bill Pay feature. Must be entered in the following formats: , , (999) , 1(999) or ext Must be entered in the following formats: , , (999) , 1(999) or ext Must be entered in the following formats: , , (999) , 1(999) or ext Must be entered in the following formats: , , (999) , 1(999) or ext 9999.

30 Contacts 23 Length fax String / 21 N General / Fax categorylist List N Category References a value in a user defined list at Lists > Accounting > Other Lists. This value sets the type of contact. For details on how to modify this list with Web services, see ContactCategory on page 131 title String / 64 N General / Job Title supervisor RecordRef N General / Supervisor References an existing contact. supervisorphone String / 21 N General / Sup. Phone Must be entered in the following formats: , , (999) , 1(999) or ext assistant RecordRef N General / Assistant This is a reference to an existing contact. assistantphone String / 21 N General / Assist. Phone comments String / 999 N General / Comments Must be entered in the following formats: , , (999) , 1(999) or ext image RecordRef N General / Image References an existing file in the file cabinet for your account. unsubscribe Boolean N General / Unsubscribe datecreated DateTime On None: Hidden Add List Fields This field has a default value of false. If set to true, the contact is unsubscribed from campaigns. When adding a record, this field defaults to the current system date and time. This field can be overwritten but if not the default value is set regardless of any use default settings. lastmodifieddate DateTime N None: Hidden This is a read only field. When updating a record, this field defaults to the current system date and time. addressbooklist List N See AddressbookList on page 24. companylist List N Available for update operations only. See on page 25. customfieldlist List N See CustomFieldList on page 4. The fields defined below are used to add and update information in lists that are attached to the contact record.

31 Contacts 24 CategoryList Type category RecordRef Y Contact Category AddressbookList References a value in a user-defined list at Lists > Accounting > Other Lists. Sets the category of the contact. For details on how to modify this list via Web services, see ContactCategory on page 131. The addressbooklist field is a list field that allows you to provide multiple addresses for a contact. These fields are all mapped to the Address tab in the UI. Length defaultshipping Boolean N Default Shipping This field is true by default. True sets this address as the default shipping address. defaultbilling Boolean N Default Billing This field is true by default. True sets this address as the default billing address. label String / 30 Y Label Reference name for this address. attention String / 30 N Attention addressee String / 30 N Addressee phone String / 30 N Phone addr1 String / 30 N Address 1 addr2 String / 30 N Address 2 city String / 30 N City state Enum N State/Province References a value in a system list. Refer to State Enumerations on page 146 for a list of possible values (_alabama, _alaska, _alberta...) as defined in the commontypes XSD. zip String / 13 N Zip country Enum N Country References a value in a system list. Refer to Country Enumerations on page 139 for a list of possible values (_afghanistan, _albania, _algeria...) as defined in the commontypes XSD. addrtext String / 999 N Address When override is set to True, accepts a string representing the complete address of the contact. When override is set to False, sets the complete address as a concatenation of the attention, addressee, addr1, addr2, city, state, zip and country fields. override Boolean N Override This field is false by default. This field affects the behavior of the addrtext element as described above.

32 Contacts 25 CompanyList The companylist field is a list field that allows you to associate multiple companies with a contact. The companylist fields are all mapped to the Companies tab in the UI. Note: The companylist field can only be submitted during an update operation. Length companyname String / 15 N Name A view only field used for retrieving or displaying this information. The value represents the name of the company. companytype String / 10 N Type A view only field used for retrieving or displaying this information. The value represents the type of company customer, verndor, lead or prospect. comments String / 999 N Comments A view only field used for retrieving or displaying this information. company String / 10 N Company Search Record Fields The fields defined below are used to search information in contact records. ContactSearch A view only field used for retrieving or displaying this information. companyphone String / 10 N Phone A view only field used for retrieving or displaying this information. contactrole String / This is a read-only field that references a value in a userdefined list at Lists > Accounting > Other Lists. This value defines the role for this company. Search XSD Type Mapping giveaccess SearchBooleanField Login Access address SearchStringField Address availableoffline SearchBooleanField Always Available Offline campaign SearchStringField Campaigns: Campaign campaignchannel SearchMultiSelectField Campaigns: Channel campaignpromocode SearchMultiSelectField Campaigns: Promotion Code campaignresponse SearchMultiSelectField Campaigns: Response campaignresponsedate SearchDateField Campaigns: Response Date category SearchMultiSelectField Category city SearchStringField City company SearchStringField county SearchStringField

33 Contacts 26 Search XSD Type Mapping country SearchMultiSelectField Country datecreated SearchDateField Date Created SearchStringField employer SearchStringField Employer entityid SearchStringField fax SearchStringField Fax firstname SearchStringField First Name group SearchMultiSelectField Group image SearchStringField Image isinactive SearchBooleanField isprivate SearchBooleanField jobtitle SearchStringField Job Title language SearchStringField lastmodified SearchDateField Last Modified lastname SearchStringField Last Name name SearchString/ID owner SearchMultiSelectField Owner phone SearchStringField Phone state SearchMultiSelectField State/Province targetcampaign SearchMultiSelectField Campaigns: Campaign: Event title SearchStringField type SearchEnumMultiSelectField Type unsubscribe SearchBooleanField Subscription zip SearchStringField Zip customfieldlist SearchCustomFieldList

34 Chapter 4 Employee Employee records represent your employees. Use the employee record to store information for contact, login, payroll and human resources purposes. The Employee record is defined in the employees XSD. Employee Record in the NetSuite UI: Usage Notes Supported Operations The following operations can be used to modify Employee records: add addlist update updatelist delete deletelist get getlist

35 Employee 28 search searchmore searchnext Associated Records A employee record is NOT associated with any other records. The following records can be associated to an Employee record: Notes Messages Related Topic 1: Record Fields The fields defined below are used to add and update information in a employee record. Length Req Mapping Notes internalid string update This is a required field for update, delete and get operations. entityid string / 80 Y General / Employee The name of the employee. The name provided here is displayed on checks, tax reports and forms. In the UI, this field defaults to a concatenation of the values entered in the firstname, middlename and LastName fields. However, in Web services, you must explicitly set the field to the desired value. isinactive boolean N General / Employee is Inactive This field is false by default. customform RecordRef Y/N General / Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. salutation string / 15 N General / Mr./Mrs. firstname string /25 N General / First Name middlename string / 25 N General / Middle Name Required for Online Bill pay feature.

36 Employee 29 Length Req Mapping Notes lastname string / 25 N General / Last Name initials string / 3 N General / Initials phone string / 21 N General / Phone Phone numbers can be entered in the following formats: , , (999) , 1(999) or ext 9999 homephone string / 21 officephone string / 21 N General / Office Phone mobilephone string / 21 N General / Mobile Phone fax string / 21 N General / Fax Phone numbers can be entered in the following formats: , , (999) , 1(999) or ext 9999 Phone numbers can be entered in the following formats: , , (999) , 1(999) or ext string / 64 N General / Sets the employee's address. department RecordRef N General / Department References a value in a user-defined list at Lists > Departments. location RecordRef N General / Location References a value in a user-defined list at Lists > Locations. class RecordRef N General / Class References a value in a user-defined list at Lists > Classes. billingclass RecordRef N accountnumber string / 99 N General / Account Sets the account number for the employee this account number may be used by your company, payroll service or other benefits provider. This field is required for the Online Bill Pay feature. payfrequency List N Payroll / Pay Frequency lastpaiddate datetime N Payroll / Last Paid Date References a value in a system list. Possible values include _never, _annually, _twiceayear, _quarterly, _everytwomonths, _monthly, _everyfourweeks, _twiceamonth, _everytwoweeks, _weekly and _daily. Refer to the employeetypes XSD for the list of available values. Sets the last day this employee was paid. NetSuite automatically updates this whenever a new paycheck is generated.

37 Employee 30 Length Req Mapping Notes usetimedata Boolean N Payroll / Use Time Data comments string / 999 N General / Notes approvallimit double N Human Resources / Approval Limit approver RecordRef N Human Resources / Approver If enabled, the employee is paid for hours entered in NetSuite time transactions. Sets the amount of the largest expense report this supervisor can approve. References an employee record. Sets the person who approves the employees expense reports and purchase requests. If you have set a supervisor, you can NOT set an approver. employeetype RecordRef N Human Resources / Type References a value in a user defined list at Lists > Accounting > Other Lists. This value sets the type of employee for tax reporting purposes. employeestatus RecordRef N Human Resources / Employee Status References a value in a user defined list at Lists > Accounting > Other Lists. issalesrep Boolean N Human Resources / Sales Rep issupportrep Boolean N Human Resources / Support Rep birthdate datetime N Human Resources / Birthdate hiredate datetime N Human Resources / Hire Date releasedate datetime N Human Resources / Release Date lastreviewdate datetime N Human Resources / Last Review Date nextreviewdate datetime N Human Resources / Next Review Date socialsecuritynumber string / 11 N Human Resources / Social Security supervisor RecordRef N Human Resources / Supervisor Sets the employee as a Sales Rep. Sets the employee as a Support Rep. Sets the last date of employment Sets the employee's social security number. Must be of the following format: References an employee record. This employee will approve expense reports and purchase requests.

38 Employee 31 Length title string / 100 N Req Mapping Notes jobdescription string / 999 N Human Resources / Job Description image RecordRef N General / Image References an image file that has already been uploaded to the account. giveaccess boolean N Access / Give Access send boolean N Access / Send Notification List Fields AddressbookList Check this box to give your employee access to NetSuite. Then, set a role to customize the level of access using the rolelist field. You must also assign a password and address for the employee to log in. If set to True, an notification is automatically sent to this employee informing them of access privileges to NetSuite. Note that for security, the message does not disclose the password. You have to contact your employee with this information. password string / 16 N Access / Password Password must be at least 6 characters long and contain one number or special character. Special characters include:, ` # $ % ^ & * ) ; ' [ ] "{ }. If this user has multiple accounts, you can NOT submit a new password on an update. If attempted, the request will succeed but the password is not changed in the database. password2 string / 16 N Access / Confirm Password hasofflineaccess boolean N Access / hasofflineaccess unsubscribe boolean N General / Unsubscribe This field must match the value entered in password. If set to True, the user is granted offline access priviledges. The Offline Client for Sales feature must be enabled and your account must be provisioned for Offline Client for Sales in order for this field to be settable. If enabled, the employee is unsubscribed from e- mail campaigns. addressbooklist List N See AddressbookList on page 31. rolelist List N See rolelist on page 33. customfieldlist List N See CustomFieldList on page 4. The addressbooklist field is a list field that allows you to provide multiple addresses for an employee. These fields are all mapped to the Address tab in the UI.

39 Employee 32 Field Length defaultshipping Boolean No Default Shipping This field is true by default. Sets whether this address is used as the customer's default shipping address on transactions and in the Web store. defaultbilling Boolean No Default Billing This field is true by default. Sets whether this address is used as this customer's default billing address on transactions and in the Web store. label String / 30 Yes Label Sets the name of the address entry. attention String / 30 No Attention addressee String / 30 No Addressee phone String / 30 No Phone addr1 String / 30 No Address 1 addr2 String / 30 No Address 2 city String / 30 No City state Enum No State/Province References a value in a system list. Refer to State Enumerations on page 146 for a list of possible values (_alabama, _alaska, _alberta...) as defined in the commontypes XSD. zip String / 13 No Zip Although not required, if this value is not provided it is not possible to use this address with 3rd party shippers. country Enum No Country References a value in a system list. Refer to Country Enumerations on page 139 for a list of possible values (_afghanistan, _albania, _algeria...) as defined in the commontypes XSD. addrtext String / 999 No Address override Boolean No Override This field is false by default. This flag affects the behavior of the addresstext element. If set to true, the submitted contents of the addresstext element are saved regardless of the individual address fields. If set to false, the submitted contents of the addrestext field are ignored, and the addresstext field is composed of the individual address fields.

40 Employee 33 rolelist Field Length selectedrole recordref Access / Role Sets the roles for this employee. In order to access NetSuite, the employee must have a role assigned. You can set multiple roles for an employee. To let your employee track time and enter expense reports, set the Employee Center role. In order to access NetSuite, the giveaccess field must also be set to True. Search Record Fields employeesearch Search XSD Type Mapping I9Verified SearchBooleanField Sales: Taxable address SearchStringField aliennumber SearchStringField Human Resources / Work Status / Alien Number anniversary SearchDateField authworkdate SearchDateField Human Resources / Work Status / Authorized to work until birthdate SearchDateField Human Resources / Birthdate birthday SearchDateField ccontribution SearchMultiSelectField Payroll / Contributions / Company Contributions campaign SearchStringField campaignchannel SearchMultiSelectField campaignpromocode SearchMultiSelectField campaignresponse SearchMultiSelectField campaignresponsedate SearchDateField city SearchStringField Address / City class SearchMultiSelectField General / Billing Class country SearchMultiSelectField Address / Country county SearchStringField Address / County datecreated SearchDateField deduction SearchMultiSelectField Payroll / Deductions / Deduction department SearchMultiSelectField General / Department earning SearchMultiSelectField Payroll / Earnings / Earning

41 Employee 34 Search XSD Type Mapping education SearchMultiSelectField Human Resources / Education / Level of Education SearchStringField General / employeestatus SearchMultiSelectField Human Resources / Employee Status employeetype SearchMultiSelectField employeetypekpi SearchBooleanField Human Resources / Type entityid SearchStringField General / Employee ethnicity SearchMultiSelectField Human Resources / Personal / Ethnicity fax SearchStringField General / Fax firstname SearchStringField General / First Name gender SearchBooleanField Human Resources / Personal / Gender giveaccess SearchBooleanField Access / Give Access group SearchMultiSelectField hiredate SearchDateField Human Resources / Hire Date image SearchStringField General / Image isinactive SearchBooleanField General / Employee is Inactive jobdescription SearchStringField Human Resources / Job Description language SearchStringField lastmodifieddate SearchDateField lastname SearchStringField General / Last Name lastreviewdate SearchDateField Human Resources / Last Review Date location SearchMultiSelectField General / Location maritalstatus SearchMultiSelectField Human Resources / Personal / Marital Status nextreviewdate SearchDateField Human Resources / Next Review Date offlineaccess SearchBooleanField phone SearchStringField General / Phone releasedate SearchDateField Human Resources / Release Date residentstatus SearchMultiSelectField Human Resources / Work Staus / Resident Status salesrep SearchBooleanField Human Resources / Sales Rep socialsecuritynumber SearchStringField Human Resources / Social Security Number state SearchMultiSelectField Address / State supervisor SearchMultiSelectField Human Resources / Supervisor targetcampaign SearchMultiSelectField template SearchBooleanField

42 Employee 35 Search XSD Type Mapping title SearchStringField Human Resources / Job Title employeetype SearchMultiSelectField Human Resources / Type unsubscribe SearchBooleanField General / Unsubscribe visaexpdate SearchDateField Human Resources / Work Status / Visa Expiration Date visatype SearchMultiSelectField Human Resources / Work Status / Visa Type withholding SearchMultiSelectField Payroll / State Withholdings / Withholding zip SearchStringField Address / Zip customfieldlist SearchCustomFieldList

43 Chapter 5 Messages A message is used to record correspondence you have with a specific business. Use the Message record to add an message to an existing Customer, Contact, or Opportunity record. Once an message has been added to a record, any related s are automatically attached to the same record as well as to any recipients of the original . Note: The NetSuite Web Services Platform currently does NOT support adding letters, PDFs or faxes. The Messages record is defined in the generalcomm (communication) XSD. Messages in the NetSuite UI: Usage Notes Supported Operations Important: Currently, Message records are supported for Add, Update, Get and Delete operations only. add update delete get Associated Records A message record must always be associated with one of the following records in NetSuite.

44 Messages 37 customer contact employee case opportunity Note: Message records can only be associated with existing records. The parent record must first be added before a message can be associated with it. Also, a message record must be associated to at least one record. If no association is specified, an error message is thrown. In order to associate the same message to both an Opportunity record and an Activity record, you must submit the message record twice once with the activity field referencing the desired activity record and once with the transaction field referencing the desired opportunity record. Whenever you associate a message to a contact via the recipient field, the message is also automatically associated to the company defined within that contact record. In a single request, you can NOT associate a message to a contact and a separate customer record (not associated with the contact) and similarly, you can not associate a message to multiple entity records (multiple customers for example). The following field definitions are available for working with message records. Record Fields The fields defined below are used to add information in a message record. Message Note: The bcc and cc fields represent the list of secondary addresses associated with the message. These are string fields that accept a space deliminated list of addresses. Length internalid string N This is a required field when using update, delete and get operations. recipient RecordRef Y Recipient References an entity record that must already exist in your account. The submitted message is saved on the Messages subtab of the recipient's record as well as the author, activity or transaction records.

45 Messages 38 Length template RecordRef N Template References an existing template. Templates are all listed in Documents > Templates > Templates. Only templates can be used. subject String / 60 Y Subject message String / N Message If a template is used, the message field should be left unpopulated (the template provides the message text). activity RecordRef N References an activity record that must already exist in your account. In a single request, a value can be provided for either Activity or Transaction but not both. To have the same message attached to both an Activity and a Transaction, you must add the Message twice. author RecordRef Y From References an entity record that must already exist in your account. Defaults to the currently logged in user (as specified in the login operation). bcc string / 999 N Bcc Sets a space deliminated list of addresses to include in the bcc. cc string / 999 N Cc Sets a space deliminated list of addresses to include in the cc. Boolean incoming Boolean N This field has a default value of true. If set to true, indicates that the message has been received from an outside source (outside of NetSuite). If set to false, indicates that the message has been sent from within NetSuite (is outgoing). When an attachment is associated with the message, if incoming is set to true, the attachment is automatically stored in the Attachment Received folder. If incoming is set to False, the attachment is automatically stored in the Attachments Sent folder. In the context of Messages associated with Support Cases incoming should explicitly set to False only in cases where the message for a support case is generated internally. Otherwise, accept the default value of True. lastmodifieddate DateTime N None: Hidden This is a read only field. When updating a record, this field defaults to the current system date and time. messagedate DateTime N Date & Time This field has a default value of the current date and time. transaction RecordRef N References an opportunity record that already exists in your NetSuite account. In a single request, a value can be provided for either Activity or Transaction but not both. To have the same message attached to both an Activity and a Transaction, you must add the Message twice.

46 Messages Attachments 39 Attachments You can not update an attachment in the context of a message, but you can do so through an update operation on the File record. File records represent files that are stored in the File Cabinet. Use the file record to define attachments sent or recieved via the messages record. The File record is defined in the filecabinet (File Cabinet) XSD. Encoding Length The schema has a data type of xsd:base64binary which is mapped to a byte array in.net and Axis (java). On the client side we only need to pass a text or binary file as a byte array with no further base64 encoding. Therefore, do NOT Base64 Encode the file before sending it to Axis or.net as these layers will do so themselves. Sample Code: Correct fis = new FileInputStream(inFile); b = new byte[(int)infile.length()]; fis.read(b); mymediaitem.setcontent(b); Incorrect fis = new FileInputStream(inFile); b = new byte[(int)infile.length()]; fis.read(b); mymediaitem.setcontent(new String(Base64.encode(b))); Storing Attachments lastmodifieddate datetime N None - Hidden Field This is a read only field. When updating a record, this field defaults to the current system date and time. mediaitemlist List N Sets the attachments for the current message. Attachments are defined in the filecabinet XSD. See Attachments. In order to maintain uniqueness for each file attachment, when attachments are stored in NetSuite two levels of sub-folders are automatically created for the Attachments to Send and Attachments Recieved respectively. If the incoming field of the message record is set to false, the attachment is saved in the Attachments to Send folder. If the incoming filed is set to true, the attachment is saved in the Attachments Recieved folder.

47 Messages Attachments 40 The folder structure being generated is as follows: File Cabinet Attachments to Send or Attachments Received Entity Name Date & Time / Msg ID File name For example: A user is using auto reply capture feature. They send a message to their contact John Smith from within the application. When the contact replies to the message they also attach a file to the message. When the message is created in NetSuite (through the auto reply capture feature) it is saved to a sub-folder that is created when the attachment is saved. The path to the sub-folder is as follows: file cabinet > attachments received > Attachments Recieved > John Smith > _Message_525 > File.doc. Note: If an attachment is being stored with an extension that does not match the actual file type (for example a.txt file as a.exe file), the file is listed in NetSuite as other text or other binary but this is just a label there is no logical effect on the file. The fields defined below are used to add and update information in a file record. Length Req Mapping Notes name string N File Name Sets the name of the file. filetype Enum N File Type Reference to a value in a system list. Values are defined in the filecabinettypes XSD under the MediaType simple type. content base64binary N none folder RecordRef N A read only field. If the incoming field on the message record is set to True, then the folder is Attachments Recieved. If the incoming field on the message record is set to False, then the folder is Attachments to Send. filesize double N Size A read only field that returns the size of the file in bytes. url string N URL A read only field. This field provides the url for the location of the file once it has been saved in the file cabinet. description string N Description Sets the description of the file.

48 Messages Attachments 41 Length isonline boolean N Available without Login isinactive boolean N If set to True, the file is no longer available in lists within the UI. createddate datetime N Req Mapping Notes

49 Chapter 6 Notes Notes are used to attach information to another record. Use the Notes record to create new notes and attach them to a specific record. The Notes record is defined in the generalcomm (communication) XSD. Note Record in the UI: Usage Notes Supported Operations Important: Currently, Note records are supported for Add, Update, Get and Delete operations only. add update delete get Associated Records A note record must be associated with one the following records in NetSuite: Customer Contact Opportunity Task Case Event

50 Notes 43 Note: Notes can only be associated with existing records. The parent record must first be added before a note can be associated with it. The following field definitions are available for working with contact records. Record Fields The fields defined below are used to add information in a note record. Note Length internalid string No This is a required field for update, delete and get operations. title String / 40 No Title notetype RecordRef No Type References a value in a user-defined list at Lists > Accounting > Other Lists. This value describes the type of note for example, phone call or meeting. For details on how to modify this list via Web services, see NoteType on page 133. direction WSEnum No Direction Value of inbound or outbound. Defines whether the note was originally generated from an external (inbound) source (such as copied from an ) or generated from within the record. notedate Datetime No Date Default value of the current date and time. note String / 4000 Yes Memo Sets the content of the note. activity RecordRef Y/N* References an existing activity (event or task) record. When set, the note is associated with that record. author RecordRef No User References an existing entity record. This value defaults to the current logged in user (as specified during the login operation). entity RecordRef Y/N* References an existing entity (customer, contact or case) record. When set, the note is associated with that record. item RecordRef Y/N* References an existing item record. When set, the note is associated with that record. lastmodifieddate DateTime N None: Hidden This is a read only field. When updating a record, this field defaults to the current system date and time. record RecordRef Y/N* References an existing record. When set, the note is associated with that record.

51 Notes 44 Length recordtype RecordRef Y/N* References an existing record type. If the note is associated with a custom record, then this value must be set. topic RecordRef Y/N* References an existing topic record. When set, the note is associated with that record. transaction RecordRef Y/N* References an existing transaction (opportunity) record. When set, the note is associated with that record. * A note must be associated with one and only one of these records. If values for more than one of these fields is submitted, an error is thrown.

52 Chapter 7 Phone Call Phone Calls records are used to document phone call activity. All information submitted for a Phone Call record is stored on a record in the Phone Call list, on the customer record who calls and on any contact's records referenced in the call contact list. The Phone Call record is defined in the actsched (scheduling) XSD. Phone Call Record in the NetSuite UI: Usage Notes Supported Operations The following operations can be used to manipulate the Phone Call record. add addlist update updatelist delete deletelist get

53 Phone Call 46 getlist searchnext search searchmore Record Fields Length title string / 100 Y Subject assigned RecordRef Organizer References an existing employee record. This defaults to the logged in user. send boolean transaction RecordRef Opportunity References an existing opportunity. This is only settable if the opportunities feature is enabled. startdate datetime Call Date completeddate datetime Completed Date phone string / 21 Phone Number priority Enum N Priority Reference to a value in a system list. Values: _low, _medium, _high. This field is currently only available on customized phone call forms. status Enum Status Reference to a value in a system list. Values: _scheduled, _completed. message string / 999 Notes accesslevel boolean Private Call If set to true, this record can only be viewed by the logged in user. customform RecordRef References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms.

54 Phone Call 47 contactlist List N Participants tab. List Fields Length Call Contact List See Call Contact List on page 47. customfieldlist List N NA See CustomFieldList on page 4. Length company RecordRef Participants/ References an existing customer record. Participant contact RecordRef Participants/ Contact phone string / 15 Participants/ Phone string / 35 Participants/ References an existing contact. Phone numbers can be entered in the following formats: , , (999) , 1(999) or ext Search Record Fields PhoneCallSearch Search XSD Type Mapping assigned SearchMultiSelectField Organizer company SearchMultiSelectField Participants / Participants completeddate SearchDateField Completed Date contact SearchMultiSelectField Participants / Contact createdby SearchMultiSelectField NA createddate SearchDateField NA owner SearchBooleanField NA phone SearchStringField Phone Number priority SearchEnumMultiSelectField startdate SearchDateField Call Date status SearchEnumMultiSelectField Status title SearchStringField Subject customfieldlist SearchCustomFieldList NA

55 Chapter 8 Events (CalendarEvent) Events are scheduled activities that are automatically added to your calendar when created. Events can be scheduled for a specific date/time or can be designated as a recurring activity. The Event record is defined in the actsched (scheduling) XSD. Event Record in NetSuite UI: Usage Notes Supported Operations add addlist update updatelist delete deletelist

56 Events (CalendarEvent) 49 get getlist searchnext search searchmore Associated Records An event record can be created by itself or associated with the following records in NetSuite: customer contact opportunity Recurrence A recurring event can be modified to change or delete an individual event in the series. In the NetSuite Web Services Platform, this is handled using the recurrenceexclusionlist type. To Delete individual events in a series: Update the recurring event with a list of exclusions (in the form of dates) in the recurrenceexclusionlist type. The recurrenceexclusionlist type sets a list of timestamps of individual events that have been excluded from the series. Important: Once an event has been excluded, it is separated from the rest of of the events in the series, and it can NOT be associated with the event series. To Update an individual instance of a recurring event 1. Update the recurring event with a list of exclusions (in the form of dates) in the recurrenceexclusionlist field. 2. For each exclusion, add a new event that contains the updated data. The original event and the new modified event have different internal ID values and the new updated event is no longer associated with the event series. To retrieve excluded events from a series: Submit a get operation for the desired event series and return the values listed in the recurrenceexclusionlist type. The following field definitions are available for working with event records.

57 Events (CalendarEvent) 50 Record Fields The fields defined below are used to add and update information in a event record. CalendarEvent Length internalid string N This is a required field for update, delete and get operations. title String / 48 Y Title This sets the subject line of the sent to those invited to the event, the title displayed if this event is marked public and the title displayed on the calendar of those invited to this event. organizer RecordRef N Organizer This field has a default value of the current user. location String / 48 N Location Sets the location for the event. If a value is supplied status Enum N Status This field has a default value of confirmed. The values used to populate this field are _cancelled, _completed, _confirmed or _tentative. accesslevel Enum N Event Access This field has a default value of public. The values used to populate this field are _public, _private or _showasbusy. reminderminutes Enum N Reminder This field has a default value of 15m. The values used to populate this field are _none, _0minutes, _5minutes, _10minutes, _15minutes, _30minutes, _1hour, _2hours, _3hours, _4hours, _5hours, _8hours, _1day, _2days, _3days, or _1week. remindertype Enum N Reminder Type message String / N Message 4000 The values used to populate this field are _popupwindow or _ . transaction RecordRef N Opportunity This is a reference to an opportunity record that already exists in your NetSuite account. startdate Datetime Y Date Start Time alldayevent Boolean N All day event This field requires a true or false value and is settable only. To determine whether an exiting event is all day, you must use the start and end times for the event. isrecurringevent Boolean N This field requires a true or false value. period Enum Y/N This field is only required if isrecurringevent is true. The values used to populate this field are _every, _everyother, _everythird or _everyfourth.

58 Events (CalendarEvent) 51 Length frequency Enum Y/N This field is only required if isrecurringevent is true. The values used to populate this field are _day, _month, _monwedfri, _tuethu, _week, _monthrufri, _satsun and _year seriesstartdate Datetime N Series Start Date endbydate Datetime N End By This field is not available for add operations. noenddate Boolean Y No End Date This field allows a true or false value only. send Boolean N Notify internal attendees by This field has a default value of false. If set to True, each attendee listed in the attendeelist type is notified of the event via . customform recordref Y/N None References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. createddate DateTime On Add List Fields The fields defined below are used to add and update information in lists that are attached to the contact record. ExclusionDateList None: Hidden enddate DateTime Y Date End Time lastmodifieddate DateTime N None: Hidden When adding a record, this field defaults to the current system date and time. This field can be overwritten but, if not, the default value is set regardless of any use default settings. This is a read only field. When updating a record, this field defaults to the current system date and time. owner RecordRef N This field has a default value of the current user. exclusiondatelist List N See ExclusionDateList on page 51 attendeelist List N See AttendeeList on page 52 resourcelist List N See ResourceList on page 52 customfieldlist List N See CustomFieldList on page 4 This list is used to denote individual events in a series that have been modified or deleted. For detailed information, see Recurrence on page 49.

59 Events (CalendarEvent) 52 Type exclusiondate Datetime Y Sets the individual events that have been modified or deleted within a series. See Recurrence on page 49. AttendeeList This list is used to identify each attendee for the event. Length send Boolean N This field has a default value of true. attendee RecordRef Y Send Invitation to This field is a reference to an entity record that already exists in your account. response Enum N Response The values used to populate this field are _accepted, _declined, _noresponse or _tentative. The default value is _noresponse. attendance Enum N Attendance The values used to populate this field are _required or _optional. The default value is _required. ResourceList This list is used to schedule available resources for the event. Length resource RecordRef Y Resource This is a reference to a resource record that already exists in your account. location String / 25 N Location This is a read-only field that provides the location of the selected resource. Search Record Fields The fields defined below are used to search information in event records. EventSearch Search XSD Type Mapping attendees SearchMultiSelectField Attendees calendar SearchMultiSelectField Calendar createddate SearchDateField Date Created isupcomingevent SearchBooleanField

60 Events (CalendarEvent) 53 Search XSD Type Mapping lastmodifieddate SearchDateField Date Last Modified location SearchStringField Location organizer SearchMultiSelectField Organizer resources SearchMultiSelectField Resources response SearchEnumMultiSelectField Response startdate SearchDateField status SearchEnumMultiSelectField Status title SearchStringField Title customfieldlist SearchCustomFieldList

61 Chapter 9 Tasks Tasks are activities that need to be completed. Use the Task record to add new tasks for individuals, companies or contacts and to modify those records. The Task record is defined in the actsched (scheduling) XSD. Task Record in the NetSuite UI: Usage Notes Supported Operations The following operations can be used to manipulate the task record. add addlist update updatelist delete deletelist get getlist

62 Tasks 55 searchnext search searchmore Associated Records A task record can be created by itself or associated with the following records in NetSuite: customer contact opportunity Note: In Web services tasks are ordered by creation date. In the UI, tasks can be ordered by specifying an Insert Before parameter which places the current task before an existing task assigned to the same user. This functionality is NOT available through Web services. Identifying Unique TaskContact List Records Entries in the TaskContact list are identified by unique combinations of the customer/contact pairing. Therefore, if you have multiple entries in the TaskContact list with the same customer, the contact is also needed to further identify the record. In the event that two or more entries have the same customer/contact pairing, these entries are treated as a single unit. The following field definitions are available for working with task records. Record Fields The fields defined below are used to add and update information in a task record. Task Length InternalId string No This is a required field for update, delete and get operations. title String / 40 Yes Title assigned RecordRef No Assigned To References an entity record that already exists in your account. send Boolean No Send The default value is false.

63 Tasks 56 Length transaction RecordRef No Opportunity References an opportunity record that already exists in your account. startdate Datetime No Start Date This field has a default value of the current date and time. It is required in the UI but not when submitting requests via Web services. enddate Datetime No Due Date This field is required in the UI but not when submitting requests via Web services. completeddate Datetime No Date Completed priority Enum No Priority The values used to populate this field are _low, _medium or _high. status Enum, Yes Status The values used to populate this field are _notstarted, _inprogress or _completed. message String / 4000 No Notes accesslevel Boolean No Private Task The default value is false. True indicates that the task is private. customform recordref Y/N None References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. createddate DateTime On Add None: Hidden lastmodifieddate DateTime None: Hidden When adding a record, this field defaults to the current system date and time. This field can be overwritten but, if not, the default value is set regardless of any use default settings. This is a read only field. When updating a record, this field defaults to the current system date and time. owner RecordRef No References an entity record that already exists in your account. The field defaults to the current user. contactlist List No See TaskContact on page 57. customfieldlist List No See CustomFieldList on page 4.

64 Tasks 57 TaskContact Search Record Fields Type company RecordRef Yes Company References a company record that already exists in your account. contact RecordRef No Contact References a contact record that already exists in your account. The fields defined below are used to search information in task records. TaskSearch Search XSD Type Mapping assigned SearchMultiSelectField Assigned To company SearchMultiSelectField Company contact SearchMultiSelectField Contact createddate SearchDateField Date Created createdby SearchMultiSelectField Created By completeddate SearchDateField Date Completed enddate SearchDateField Due Date datestart SearchDateField Start Date lastmodified SearchDateField Date Last Modified owner SearchBooleanField Owner priority SearchEnumMultiSelectField Priority status SearchStringField Status title SearchStringField Title customfieldlist SearchCustomFieldList

65 Chapter 10 Cases Cases are support issues logged for a given company. The SupportCase record is defined in the listsupport (support) XSD. Cases in the NetSuite UI: Usage Notes Supported Operations The following operations can be used to manipulate the case record. add addlist update updatelist delete

66 Cases 59 deletelist get getlist searchnext search searchmore Associated Records There are no records associated with the SupportCase record. The following field definitions are available for working with case records. Record Fields The fields defined below are used to add, update and get information in a case record. SupportCase Length internalid string No This is a required field for update, delete and get operations. escalationmessage String / 4000 No Escalation Message Sets the message that is ed to the people listed in the escalatetolist. The customer does not receive a copy of this message. The message is not stored in the case record. title String / 50 Yes Subject Sets the title that is displayed in the cases list, subtabs of completed company, customer and contact records and in the subtab of completed solution records. eventnumber String / 31 No Case Number startdate DateTime No Incident Date createddate DateTime On Add None: Hidden lastmodifieddate DateTime N None: Hidden lastmessagedate Available for get operations only. This is a hidden field that sets a unique number for the case and is automatically populated with a system generated number. The default value for this field is the current date and time. When adding a record, this field defaults to the current system date and time. This field can be overwritten but, if not, the default value is set regardless of any use default settings. This is a read only field. When updating a record, this field defaults to the current system date and time.

67 Cases 60 Length company RecordRef Yes Company References an existing company record in your NetSuite account. contact RecordRef No Contact References an existing contact record in your NetSuite account. String / 999 No (s) Accepts a comma or semicolon deliminated list of addresses for the company. If the form field is set to true, the reply defined in the outgoingmessage field is automatically ed to all addresses in this list. phone String / 21 No Phone Sets the phone number for the company. item RecordRef No Item References an item record that already exists in your NetSuite account. Only items that have the Offer Support tag enabled can be referenced in this field. This tag can be set in Lists > Accounting > Items. It can also be set when creating item records via Web services. See Chapter 13 "Items". serialnumber inventorynumber RecordRef No Serial Number issue RecordRef No Issue References a value in a user defined list at Setup > Support > Case Issue List. This value represents an issue type. status RecordRef No Status References a value in a user defined list at Setup > Support > Case Status List. This value represents an issue status. Refer to Case Status and Priority Internal IDs on page 63 for a list of standard internal ID values for this field. isinactive Boolean No Inactive Sets whether the case is active or not. Default value of False. priority RecordRef No Priority References a value in a user defined list at Setup > Support > Case Priority List. This value represents an issue status. Refer to Case Status and Priority Internal IDs on page 63 for a list of standard internal ID values for this field.

68 Cases 61 Length origin RecordRef No Origin References a value in a user defined list at Setup > Support > Case Origin Types. category RecordRef No Case Type References a value in a user defined list at Setup > Support > Case Types. assigned RecordRef No Assigned To References an employee record that already exists in your account. inbound String / 10 No Inbound Address messagenew Boolean No New Message incomingmessage String / No Message from Customer This field allows a true or false value only. form Boolean No Reply This field allows a true or false value only. internetonly Boolean No Internal This field allows a true or false value only. Only outgoingmessage String / No Reply to Customer customform recordref Y/N None References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. employeelist List See EmployeesList on page 62. escalatetolist List No Escalate To See EscalateToList on page 62. messagelist List No Messages See MessageList on page 62. customfieldlist List No See CustomFieldList on page 4

69 Cases 62 List Fields The fields defined below are used to add, update and get information in lists that are attached to the case record. EmployeesList Use this list to provide a list of employees that should be cc d when the record is updated. Values submitted in this list are not saved in the NetSuite database. Length employees RecordRef N None References an employee record already in your account. EscalateToList Length escalatetee RecordRef Yes Employee References an employee record already in your account. String / 25 A read-only field referencing the addess of the employee selected. phone String / 25 Phone A read-only field referencing the phone number of the employee selected. MessageList Length datetime Datetime No Date & Time This field has a default of the current date and time. author String / 10 No message String / 999 Yes Message ed String / 2 No Sent fromid RecordRef Yes From This is a reference to an entity record that already exists in your account. messageid RecordRef No Search Record Fields The fields defined below are used to search information in case records.

70 Cases 63 CaseSearch Search XSD Type Mapping ID SearchIntField Number assigned SearchMultiSelectField Assigned To awaitingreply SearchBooleanField Awaiting Support Reply category SearchMultiSelectField casenumber SearchIntField closeddate SearchDateField company SearchStringField Company contact SearchStringField Contact createddate SearchDateField Date Created SearchStringField escalateto SearchMultiSelectField Escalated To isinactive SearchBooleanField Inactive issue SearchMultiSelectField item SearchMultiSelectField Item lastmessage SearchBooleanField lastmodifieddate SearchDateField Date Last Modified lastreopeneddate SearchDateField message SearchStringField Message: Message Text messageauthor SearchMultiSelectField Message: Message Author messagedate SearchDateField Message: Message Date messagetype SearchBooleanField Message: Message Type origin SearchMultiSelectField Origin priority SearchEnumMultiSelectField Priority stage SearchEnumMultiSelectField Issue/Request Stage. Can return Open, Closed, or Escalated. status SearchMultiSelectField Status title SearchStringField Subject customfieldlist SearchCustomFieldList Case Status and Priority Internal IDs The following table lists the internal IDs for all standard Case Status and Priority values that can be used to populate the status and priority fields. Note: The status and priority values can be deleted or recreated so that the following internal ID values may differ for your organization. If the Show Internal IDs preference is enabled, you

71 Cases 64 can confirm the internal ID values in the associated list. See Displaying Internal IDs (nskeys) in the Web Services Platform Guide. Case Statuses Case Priorities ID Status ID Priority 1 Not Started 1 High 2 In Progress 2 Medium 3 Escalated 3 Low 4 Re-Opened 5 Closed

72 Chapter 11 Opportunities Opportunities represent negotiations with prospects. The Opportunity record is defined in the transales (sales) XSD. Opportunities in the NetSuite UI: Usage Notes Supported Operations The following operations can be used to manipulate the opportunity record. add addlist update updatelist delete

73 Opportunities Usage Notes 66 deletelist get getlist searchnext search searchmore Associated Records There are no records associated with the Opportunity record. Projected Total, Range High and Range Low Fields When working with Opportunity records in the UI, the range low, range high and projected total values must comply with the following rules: The rangelow value must be lower than or equal to the projectedtotal value. This value represents the Worst Case projected total. The rangehigh value must be greater than or equal to the projectedtotal value. This amount represents the Upside projected total. In the UI, these values are calculated but can be overridden by the user. The calculated values are determined by relationships between the summation of amounts of entries in the itemlist, projectedtotal values, and range low / range high values. When any of the values are overridden by the user, client side validation ensures that the fields are set correctly according to the above rules and automatically recalculates where appropriate. In order to maintain proper rangehigh, rangelow and projectedtotal relationships when using Web services, the behavior is as follows: If Advanced Forecasting is Off On Add projectedtotal is required unless there s an item in the item list If projectedtotal is provided and there are items, then projectedtotal is calculated (with the sum of the item amounts) If projectedtotal is provided then it is set unless it is equal to the sum of all items, where in that case it is calculated On update If projectedtotal is not provided and there are no items in the update, then projectedtotal is not changed If projectedtotal is not provided and there are items in the update request, then projectedtotal is set to the sum of all items

74 Opportunities Usage Notes 67 If projectedtotal is not provided and there are items in the original but no items in the update request, then projectedtotal is not changed except where projectedtotal is equal to the sum of all item amounts. In that case it is calculated. If projectedtotal is provided and there are items in the original, then projectedtotal is set If projectedtotal is provided are there are items in the update request, then projectedtotal is set except where projectedtotal is equal to the sum of all items in the update request. In the case it is calculated. If Advanced Forecasting is On On Add If no item list is sent in the request and projectedtotal is not provided an error will be thrown. If no item list is sent and one or both of rangelow or rangehigh are missing then both are set to projectedtotal If a value is NOT provided for projectedtotal, rangelow or rangehigh fields, then each field is calculated. If a value is submitted for any one field then that field is NOT calculated except when a projectedtotal value is equal to the sum of the amounts for entries in the itemlist at any point during item summation. In this case the projectedtotal value is calculated (set to the sum of all item amounts) even though a value was submitted. On Update If any of the three fields has the same value as previously set, whether calculated or not, all three fields are calculated. If all three fields have different values they are not calculated except when a projectedtotal value is equal to the sum of the amounts for entries in the itemlist at any point during item summation. In this case the projectedtotal value is calculated (set to the sum of all item amounts) even though a value was submitted. If any of the three fields is empty, then all three fields are populated with calculated values except when there is no change to the itemlist. Item Lists In an opportunity, a list of items can be added, modified or deleted in the items subtab. However, each item listed in the item subtab is not a keyed entry the list is simply an array of items. Therefore, in order to modify the contents of the items subtab for a given opportunity record, follow these guidelines: To update the list of items, resubmit the entire list (array) of items associated with the opportunity record.

75 Opportunities 68 To delete a subset of items on the list, submit a partial list of what was retrieved with the get operation. To delete the entire list, submit an empty list. If you are using a customform that has location, department and class customized at the item level, you can NOT set these fields at the body level. The following field definitions are available for working with opportunity records. Record Fields The fields defined below are used to add, update and get information in an opportunity record. Opportunity Length internalid string No This is a required field for update, delete and get operations. entity RecordRef Yes Company References a company record that already exists in your account. title String / 25 No Title Sets the value of the title displayed on lists, reports and on the Opportunities subtab of the record the opportunity is associated with. tranid String / 12 No Opportunity # Sets a unique ID number for the transaction. If a value is not provided, the system assigns a number. If the value is not unique an error is thrown.

76 Opportunities 69 Length customform RecordRef No Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. salesrep RecordRef No Sales Rep References an employee record that already exists in your account. If a value is not provided, the field is populated with the sales representative associated with the company referenced in the entity field (if a sales representative exists for that company). The referenced employee record must have a status set as sales rep or an error is thrown. partner RecordRef No Partner References a partner record that already exists in your account. If a value is not provided, the field is populated with the partner associated with the company referenced in the entity field (if a partner exists for that company). leadsource RecordRef No Lead Source References a lead source that is already defined in your account. If a value is not provided, the field is populated with the lead source associated with the company referenced in the entity field (if a lead source exists for that company). department RecordRef No Department References a value from a user defined list at Lists > Accounting > Departments. If you are using a customform that has department customized at the body level, you can NOT set this field at the item level. class RecordRef No Class References a value from a user defined list at Lists > Accounting > Classes. If you are using a customform that has class customized at the body level, you can NOT set this field at the item level.

77 Opportunities 70 Length closedate datetime This field corresponds to the date that the Opportunity entitystatus is set to Closed Won. In the UI, this is a readonly field. In Web services, you should only set this field during a data migration where the date the Opportunity entitystatus is changed to Closed Won is already known. location RecordRef No Location References a value from a user defined list at Lists > Accounting > Locations. To set this field, the Multi- Location Inventory feature must be enabled. If you are using a customform that has location customized at the body level, you can NOT set this field at the item level. tax2total vatregnum entitystatus Enum Yes Status The values available to populate this field are _closedlost, _qualified, _indiscussion, _identifieddecisionmakers, _proposal, _innegotiation, _purchasing or _closedwon. probability Double No Probability If the value for probability is not provided, a calculated value based on the Status populates the field. If the a value for probability is set, it overrides the slaved value depending on the default settings. trandate Datetime Yes Date Created expectedclosedate Datetime Yes Expected Close For example: If conditional defaults are ON, on update the probability changes if the status changes and the probability is NOT specified in the request. If conditional defaults are OFF, on update the probability does NOT change if status changes. If conditional defaults are ON, and a value for both status and probability are submitted, then the submitted values are set. Required when default preferences are turned off. Defaults to the current Date/Time. Required when default preferences are turned off. Defaults to the current Date/Time.

78 Opportunities 71 Length forecasttype RecordRef No Forecast Type References an existing Forecast Type defined at Setup > Sales Force Automation > Set Up SFA > Forecasts. Note that although the display name for each forecast type can be customized, the actual internal ID associated with each forecast type is static as follows: Low Forecast Name: 1 Medium Forecast Name: 2 High Forecast Name: 3 exchangerate Double Yes Exchange Rate projectedtotal Double Y/N Projected Total Defaults to the current exchange rate for the currency associated with the company referenced in the entity field. This can only be provided for an add. This field is required when there are no items in the itemlist field. When items are listed and a value is not provided, the field is calculated. Provided values may be overridden by the system. See Projected Total, Range High and Range Low Fields on page 66. rangelow Double No Range If not provided, this field is calculated. Provided values may be overridden by the system. See Projected Total, Range High and Range Low Fields on page 66. rangehigh Double No To If not provided, this field is calculated. Provided values may be overridden by the system. See Projected Total, Range High and Range Low Fields on page 66. projaltsalesamt altsalesrangehigh altsalesrangelow Double weightedtotal Double No Weighted Total actionitem String / 25 No Action Item winlossreason RecordRef No Win/Loss Reason Defaults to a calculated value that is dependent on total amounts associated with items in itemlist. References a value from a user defined list at Lists > Accounting > Other Lists. For details on how to modify this list via Web services, see WinLossReason on page 132.

79 Opportunities 72 memo String / 999 No Details billaddresslist Length billaddress shipaddresslist shipaddress createddate DateTime On Add List Fields The fields defined below are used to add, update and get information in lists that are attached to the opportunity record. ItemList See Item Lists on page 67. None: Hidden lastmodifieddate DateTime N None: Hidden balance When adding a record, this field defaults to the current system date and time. This field can be overwritten but, if not, the default value is set regardless of any use default settings. This is a read only field. When updating a record, this field defaults to the current system date and time. currencyname RecordRef No Currency References a value from a user defined list at Lists > Accounting > Currencies. itemlist List No See on page 72 competitorslist List No See CompetitorsList on page 74 customfieldlist List No See CustomFieldList on page 4 Type item RecordRef Yes Item This is a reference to an item record that already exists in your account. quantityavailable quantityonhand quantity Int No Quantity units RecordRef No Units This is a reference to a unit of measure already set up at Lists > Accounting > Units of Measure. description String / 4000 No Description

80 Opportunities 73 Type rate Double No Rate View only field except when the pricelevel is set to Custom. amount Double No Amount altsaleamt Double N Alt. Sales The Alternate Sales Amount feature must be enabled in your account in order to populate this field. The value entered sets an Alternate Sales Amount for line items on the opportunity that can be used for commission calculations. revrecterminmonths Int N Rev. Term in Months The Revenue Recognition feature must be enabled in your account in order to populate this field. Sets the length of the revenue term for a given item. When you use this field to set the term, you can also enter a start date for the term and the end date is automatically calculated. If no start date is entered, the transaction date becomes the start date. department RecordRef No Department This is a reference to a class set up at Lists > Accounting > Departments.If you are using a customform that has department customized at the item level, you can NOT set this field at the body level. location RecordRef No Location This is a reference to a class set up at Lists > Accounting > Location.If you are using a customform that has location customized at the item level, you can NOT set this field at the body level. class RecordRef No Class This is a reference to a class set up at Lists > Accounting > Classes. If you are using a customform that has class customized at the item level, you can NOT set this field at the body level. grossamt Double price RecordRef No Price Level This is a reference to a price level already set up at Lists > Accounting > Other Lists. For details on how to modify this list via Web services, see PriceLevel on page 132. tax1amt taxcode Double RecordRef taxrate1 taxrate2 Double Double

81 Opportunities 74 CompetitorsList Type competitor RecordRef Yes Name This is a reference to a competitor record that already exists in your account. notes String / 999 No Notes winner Boolean No Winner This field allows a true or false value only. url String / 99 No URL Search Record Fields The fields defined below are used to search information in opportunity records. OpportunitySearch Search XSD Type Mapping availableoffline SearchBooleanField Available Offline class SearchMultiSelectField Class closedate SearchDateField competitor SearchMultiSelectField Sales: Competitor created SearchDateField Date Created currencyname SearchMultiSelectField Currency custtype SearchMultiSelectField Customer Category daysopen SearchIntField Sales: Days Open daystoclose SearchIntField Sales: Days To Close department SearchMultiSelectField Department entity SearchMultiSelectField entitystatus SearchMultiSelectField Customer: Sales: Status expectedclosedate SearchDateField Sales: Expected Close Date forecasttype SearchMultiSelectField Sales: Forecast Type item SearchMultiSelectField Item leadsource SearchMultiSelectField Sales: Lead Source location SearchMultiSelectField Location memo SearchStringField Memo modified SearchDateField Date Last Modified number SearchIntField Number partner SearchMultiSelectField Sales: Partner postingperiod SearchMultiSelectField Period

82 Opportunities 75 Search XSD Type Mapping probability SearchIntField Sales: Probability projectedamount SearchDoubleField Projected Amount projectedtotal SearchDoubleField rangehigh SearchDoubleField Range - High rangehighalt SearchDoubleField rangelow SearchDoubleField Range - Low rangelowalt SearchDoubleField salesrep SearchMultiSelectField Sales: Sales Rep status SearchMultiSelectField Sales: Opportunity Status title SearchStringField Title total SearchDoubleField trandate SearchDateField tranid SearchStringField winlossreason SearchMultiSelectField Sales: Win/Loss Reason wonby SearchMultiSelectField Sales: Won By customfieldlist SearchCustomFieldList

83 Chapter 12 Sales Orders Sales orders record items and services you promise to customers. The Sales Order record is defined in the transales (sales) XSD. Sales Order Record in NetSuite UI: Usage Notes Supported Operations The following operations can be used to modify Sales Orders records: add addlist update updatelist delete deletelist get getlist search

84 Sales Orders 77 searchmore searchnext Record Fields Length entity RecordRef Y Customer: Sets the customer this sales order is associated with. Project trandate datetime Y Date Defaults to the current date. tranid string / 29 N Order # Defaults to the largest sales order number incremented by one. You can overwrite with another number. createdfrom RecordRef N customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. orderstatus Enum Y Status Defaults to the value set up on the Company Preference page. If your company uses the approval process for sales orders, Pending Approval is the default. If your company does not use the approval process, Pending Fulfillment is the default. opportunity RecordRef N Opportunity Associates the sales order with an opportunity. terms RecordRef N Terms References a value in a user-defined list at Lists > Accounting > Other Lists. salesrep RecordRef N Sales Rep Defaults to the sales representative associated with the customer referenced by the entity field.

85 Sales Orders 78 Length partner RecordRef N Partner Sets the partner associated with this sales order. Existing partners can be viewed at Lists > Relationships > Partners. startdate datetime N Start Date Sets the date for creating the first invoice. This should only be set if Advanced Billing is being used. enddate datetime N End Date Sets the date for the last invoice. This should only be set if Advanced Billing is being used. otherrefnum string / 29 N PO # Sets the payment reference number. Set to the check number if your customer is paying by check, or, if your customer is issuing a purchase order, set to the PO number. memo string / 999 N Memo Sets a description for the sales order. excludecommission boolean N If True, the sales order does NOT generate a commission amount. The Commissions feature must be enabled in your account to set this field. exchangerate double Y Items / Exchange Rate Defaults to the current currency exchange rate as defined in the currency record. This is only settable on an Add. currencyname string / 20 Y Currency A read only field that defaults to the currency associated with the customer referenced by the entity field. promocode RecordRef N Promotion Code Sets a promotion code to apply to this transaction. Defaults to the default promotion code (if defined) at Setup > Sales Force Automation > Set Up Marketing. Customers associated with a partner can only use that partner's promotion codes. If you select a promotion code associated with a partner, this transaction is attributed to that partner for reporting purposes. To view existing Promotion Codes, go to Lists > Promotion Codes. discountitem RecordRef N Discount References a value in a user defined discount list. To create new values, click Lists > Accounting > Items > New and then select Discount. discountrate string / 10 N Rate If the value entered here includes the percent sign, the discount rate applied to the item is calculated as a percent. If the value entered here does not include the percent sign, the discount rate is applied as an absolute discount value. For example, 10% would result in a ten percent discount on the item whereas 10 would result in a ten dollar discount on the item. istaxable boolean N Taxable If set to true, the entire order is taxable.

86 Sales Orders 79 Length taxitem RecordRef N Tax References a value in a user-defined sales tax item list at Lists > Accounting > Sales Tax Items. taxrate double Y/N Tax % This field defaults to the tax rate associated with the taxitem entered but can be modified. tobeprinted boolean N Output Options / To Be Printed tobe ed boolean N Output Options / To Be ed string / 999 N Output Options / To Be ed tobefaxed boolean N Output Options / To Be Faxed fax string / 64 N Output Options / To Be ed messagesel RecordRef N Output Options / Select Message If enabled, this order is saved in a queue of sales orders and picking tickets that can be printed at a later date. Causes the sales order to be mailed to all addresses included in the field. A comma deliminated list of addresses the sales order will be ed to if the tobe ed field is set to True. Causes the sales order to be faxed to the fax number included in the fax field. A fax numbes the sales order will be faxed to if the tobefaxed field is set to True. Sets the message to display on the form. To create new messages, go to Lists > Other Lists > New and click Customer Message. message string / 999 N Output Options / Message billaddresslist RecordRef N Address / Bill to Select billaddress string / 999 N Address / Bill to shipaddresslist RecordRef N Address / Ship to Select shipaddress string / 999 N Address / Ship to fob string / 13 shipdate datetime N Shipping / Ship Date shipmethod RecordRef N Shipping / Ship Via Defaults to the text entered in the messagesel field. Sets the billing address for this transaction. Defaults to the billaddresslist field value. Sets the shipping address for this transaction. Defaults to the shipaddresslist field value. Sets the ship date for this transaction. Sets the ship method for this transaction.

87 Sales Orders 80 Length shippingcost double N Shipping / Shipping Cost trackingnumbers string / 1000 N Sets the shipping cost for this transaction. If your account is set up to automatically charge for shipping, this defaults to the value that corresonds to the shipping method selected. Shipping items can be added at Lists > Shipping Item paymentmethod RecordRef N Payment / Reference to a value in a user-defined list at Lists > Accounting > Other Lists. This value sets the type of card. For details on how to modify this list via Web services, see PaymentMethod on page 133. creditcard RecordRef N Payment / Credit Card Select ccnumber string / 19 N Payment / Credit Card # ccexpiredate datetime N Payment / Expires ccname string / 64 N Payment / Name on Card ccstreet string / 41 N Payment / Card Street cczipcode string / 12 N Payment / Card Zip Code paypalstatus string / 20 N References the credit card records associated with the customer record. Sets the card number here. Enter numbers only, without spaces. On a get, this information is masked. Sets the credit card expiration date. Defaults to the cardholder name from the default credit card on the customer's record. If the default credit card is not selected in creditcard, you must provide this value. Defaults to the street address from the customer's billing address. Defaults to the zip or postal code from the customer's billing address. creditcardprocessor RecordRef References a user-defined Credit Card Processor record at Setup > Company > Credit Card Processors. paypaltranid string / 20 N ccapproved boolean N Payment / Credit Card Approved getauth boolean N Payment / Get Authorization pnrefnum string / 12 N Payment / PNRef Sets the status of the credit card to approved. If getauth is set, If set to true, NetSuite requests authorization on the credit card for the full amount of this order. When authorized, the authorization code is stored on the order in the Auth Code field. Available only if Verisign Integration is set up. Sets VeriSign's unique identifier for every transaction they commit. This is useful when the client uses an external application to verify the Credit Card and then supplies the PNRef to NetSuite.

88 Sales Orders 81 Length authcode string / 32 N Payment / Auth. Code ccavsstreetmatch Enum N Payment / AVS Street Match ccavszipmatch Enum N Payment / AVS Zip Match Sets the authorization code for the transaction. If getauth is set to true, this is a ready only field that returns the Authorization code when authorization has been requested for the sales order. References a value in a system list. This value sets the Address Verification Services (AVS) result code returned to VeriSign when a credit card transaction takes place. Possible values include _Y, _N _X. The possible values include: _Y The address information submitted did match. _N The address information submitted did not match. _X The credit card company does not support AVS, or no information was returned to VeriSign. If getauth is set to True, this value can NOT be set. References a value in a system list. This value sets the Address Verification Services (AVS) result code returned to VeriSign when a credit card transaction takes place. Possible values include _Y, _N _X. The possible values include: _Y The address information submitted did match. _N The address information submitted did not match. _X The credit card company does not support AVS, or no information was returned to VeriSign. If getauth is set to True, this value can NOT be set. altsalestotal double N Alt. Sales The Alternate Sales Amount feature must be enabled in your account in order to populate this field. The value entered sets an Alternate Sales Amount for line items on the sales order. This value can then be used for commission calculations. ccsecuritycodematch Enum N CSC Match References a value in a system list. Possible values include: _Y The security code information submitted did match. _N The security code information submitted did not match. _X The credit card company does not support security codes. subtotal double N Subtotal This is a read-only field that returns the total before any discounts, shipping cost, handling cost or tax is added to the order. discounttotal double N Discount This is a read-only field that returns the amount discounted on this sales order.

89 Sales Orders 82 Length taxtotal double N Tax This is a read-only field that returns the result of the the tax rate multiplied by the taxable total of line items for the transaction. altshippingcost double N Shipping Cost This is a read-only field that returns the shipping costs based on the shipping method selected in shipmethod. total double N Total This is a read-only field that returns the total of line items, tax and shipping costs. lastmodifieddate datetime balance double billingschedule RecordRef Allows users to reference default Billing Schedules for items. ccsecuritycode string N CSC Settable only if the Use Card Security Code for Credit Card Transactions company preference is enabled at Set Up > Accounting > Set Up Accounting. class RecordRef Y/N Class References a value in a user-defined list at Lists > Accounting > Classes. This field is required when Make Classes Mandatory is enabled at Setup > Accounting > Set Up Accounting. department RecordRef Y/N Department References a value in a user-defined list at Lists > Accounting > Departments. This field is required when Departments is enabled at Setup > Accounting > Set Up Accounting. issueno string location RecordRef Y/N Location References a value in a user-defined list at Lists > Accounting > Locations. This field is required when Make Locations Mandatory is enabled at Setup > Accounting > Set Up Accounting. tax2total validfrom vatregnum double datetime string itemlist List Y/N On an add, there must be at list one item provided in the itemlist in order to submit the sales order. customfieldlist List N See CustomFieldList on page 4.

90 Sales Orders 83 List Fields Item List Name item RecordRef Y Items / Item References a value in a user-defined list at Lists > Accounting > Items. For details on creating and editing items supported in this version of NetSuite Web services, refer to Chapter 13 "Items". quantity double N Items / Quantity quantityavailable double Items / quantityonhand double Items / units RecordRef Items / serialnumbers RecordRef Items / Serial/ Lot Numbers Sets the number of items. Defaults to one. description string N Items / Description rate double N Items / Rate amount double Y Items / Amount Sets the description for the item. Defaults to the description as provided in the items record. Defaults to the quantity multiplied by the rate. istaxable boolean N Items / Tax If True, this item is taxable. options RecordRef N Items / References options associated to the selected item. Options department RecordRef Y/N Items / References a value in a user-defined list at Lists > Accounting > Departments. This is only available for line items on a sales order when the Allow Per-Line Departments feature is enabled at Setup > Accounting > Set Up Accounting and you are using a custom form that has been modified to use this field at the line item. This field is required when Make Departments Mandatory is enabled at Setup > Accounting > Set Up Accounting.

91 Sales Orders 84 Name class RecordRef Y/N Items / References a value in a user-defined list at Lists > Accounting > Classes. This is only available for line items on a sales order when the Allow Per-Line Classes feature is enabled at Setup > Accounting > Set Up Accounting and you are using a custom form that has been modified to use this field at the line item. This field is required when Make Classes Mandatory is enabled at Setup > Accounting > Set Up Accounting. location RecordRef Y/N Items / References a value in a user-defined list at Lists > Accounting > Locations. This is only available for line items on a sales order when the Allow Per-Line Locations feature is enabled at Setup > Accounting > Set Up Accounting and you are using a custom form that has been modified to use this field at the line item. Note that if the Multi-Inventory feature is enabled, the Allow Per-Line Locations feature is automatically enabled. This field is required when Make Locations Mandatory is enabled at Setup > Accounting > Set Up Accounting. createpo Enum N Items / Create PO povendor RecordRef Items / References a value in a the SalesOrderItemCreatePo system list. Possible values include _dropshipment or _specialorder. pocurrency string Items / porate double Items / revrecschedule RecordRef N Items / Rev. Rec. Schedule Sets the revenue recognition template that will be applied to this item. In order to set this field, the item record referenced in the item field must have a deferred revenue account associated with it. This field then defaults to the rev. rec. template associated to the item on the item record. revrecstartdate datetime N Items / Rev. Rec. Start Date revrecenddate datetime N Items / Rev. Rec. End Date Sets the revenue recognition schedule's start date. Defaults to the current date. Sets the revenue recognition schedule's end date. Defaults to the current date. isclosed boolean N Items / Closed Only settable on Update. Sets the item line as closed.

92 Sales Orders 85 Name billingschedule RecordRef Items / grossamt price tax1amt double RecordRef double taxcode RecordRef Available only in UK and Canadian accounts and when the Tax Code feature is enabled. References a userdefined tax code record to apply to a line item of a sales order. taxrate1 taxrate2 double double Search Record Fields TransactionSearch Note: Remember that since by default only body fields are returned on a search, you must set the bodyfieldsonly element of the searchpreferences type to False in order to return related items in your search result. For more information, see search on page 89 of the Platform Guide. Search XSD Type Mapping CCExpDate SearchDateField CC Expire Date CCHolderName SearchStringField Credit Cardholder Name CCNumber SearchStringField Credit Card Number POAsText SearchStringField PONum SearchStringField PO / Check Number account SearchMultiSelectField Account accounttype SearchMultiSelectField Account Type altsalesamount SearchDoubleField Amount (Alt. Sales) amount SearchDoubleField Amount amountpaid SearchDoubleField Amount Paid amountremaining SearchDoubleField Amount Remaining billaddress SearchStringField Billing Address 1 billaddressee SearchStringField Billing Addressee billattention SearchStringField Billing Attention billcity SearchStringField Billing City

93 Sales Orders 86 Search XSD Type Mapping billcountry SearchMultiSelectField Billing Country billcounty SearchStringField?? billphone SearchStringField Billing Phone billstate SearchMultiSelectField Billing State / Province billzip SearchStringField Billing Zip billable SearchBooleanField Billable billingstatus SearchBooleanField Status class SearchMultiSelectField Class cleared SearchBooleanField Cleared created SearchDateField Date Created creditamount SearchDoubleField Amount (Credit) currency SearchMultiSelectField Currency currencyname SearchMultiSelectField custtype SearchMultiSelectField Customer Category customersubof SearchMultiSelectField date SearchDateField Date dateclosed SearchDateField Date Closed daysopen SearchIntField Days Open daysoverdue SearchIntField Days Overdue debitamount SearchDoubleField Amount (Debit) department SearchMultiSelectField Department duedate SearchDateField Due Date employee SearchMultiSelectField entity SearchMultiSelectField entitystatus SearchMultiSelectField excludecommissions SearchBooleanField Exclude Commissions expectedclosedate SearchDateField Expected Close finchrg SearchBooleanField forecasttype SearchMultiSelectField Forecast Type fxamount SearchDoubleField grossamount SearchDoubleField Amount (Gross) internalid SearchIntField ispaypalmeth SearchBooleanField item SearchMultiSelectField Item itemcount SearchDoubleField itemsubof SearchMultiSelectField

94 Sales Orders 87 Search XSD Type Mapping location SearchMultiSelectField Location mainline SearchBooleanField memo SearchStringField Memo merchantaccount SearchStringField modified SearchDateField Last Modified name SearchMultiSelect nametext SearchStringField netamount SearchDoubleField Amount (Net) nextbilldate SearchDateField Next Bill Date number SearchIntField Number parent SearchIntField partner SearchMultiSelectField Partner paymeth SearchMultiSelectField Payment Method paypalpending SearchBooleanField Pending PayPal Authorization paypalstatus SearchStringField PayPal Payment Status paypaltranid SearchStringField PayPal Transaction ID period SearchMultiSelectField Period posting SearchBooleanField postingperiod SearchMultiSelectField probability SearchIntField Probability promocode SearchMultiSelectField Promotion Code rate SearchDoubleField Item Rate renewaldate SearchDateField revrecenddate SearchDateField Rev. Rec. End Date revrecstartdate SearchDateField Rev. Rec. Start Date revrecterminmonths SearchIntField Rev. Rec. Term in Months salesrep SearchMultiSelectField Sales Rep serialnumber SearchStringField shipaddress SearchStringField Shipping Address 1 shipaddressee SearchStringField Shipping Addressee shipattention SearchStringField Shipping Attention shipcity SearchStringField Shipping City shipcountry SearchMultiSelectField Shipping Country shipcounty SearchStringField shipdate SearchDateField Ship Date shipmethod SearchMultiSelectField Ship Via

95 Sales Orders 88 Search XSD Type Mapping shipphone SearchStringField Shipping Phone shiprecvstatus SearchBooleanField shipstate SearchMultiSelectField Shipping State shipzip SearchStringField Shipping Zip startdate SearchDateField Start Date status SearchMultiSelectField Status taxitem SearchMultiSelectField terms SearchMultiSelectField Terms total SearchDoubleField totalamount SearchDoubleField Amount (Transaction Total) trackingnumber SearchStringField Tracking Numbers trandate SearchDateField tranid SearchStringField type SearchEnumMultiSelectField Type unit SearchMultiSelectField vendtype SearchMultiSelectField voided SearchBooleanField customfieldlist SearchCustomFieldList

96 Chapter 13 Items Usage Notes Items are the goods and services you sell to customers, and the parts and raw materials you purchase from vendors. They can also include line items on sales and purchase forms, such as discounts and miscellaneous charges. Use the Items record to modify any of the following currently supported items: Inventory Items Description Items Discount Items Markup Items Payment Items Subtotal Items NonInventory Purchase Items NonInventory Sales Items NonInventory Resale Items Other Charge Resale Items Other Charge Purchase Items Service Resale Items Service Purchase Items Service Sale Items Other Charge Sale Items The Item records are defined in the listacct (accounting) XSD. Note: Currently, Serialized Items, Lot Numbered Items, groups, assemblies and kits are unsupported. Also, depending on the features enabled for the account specified during the login call, some item types may not be available. Supported Operations add addlist

97 Items Shared 90 update updatelist delete deletelist get getlist search searchmore searchnext Associated Records The description for an item can be sourced from a sales order record and a list of item records can be associated with a specific sales order. See Item List on page 83. Shared The following tables provide field definitions for complex types that are shared across multiple Item types. Pricing Matrix List The Pricing Matrix List provides various pricings for a given item. For each item, you can set multiple pricings based on the following: Currency the item is offered in Price levels available for the item as defined in the price level user defined list. The quantity of items being sold when the Quantity Pricing feature is enabled Field Length currency RecordRef Y/N NA References the currency the pricelevel will be set for. This field is required when the multi-currency preference is ON. Otherwise, the default currency is sourced for this field and it is NOT required. pricelevel RecordRef Y Pricing / Price Level discount double Y Pricing / Default Discount % This is a read-only field that references values in a userdefinable list at Lists > Accounting > Other Lists. For details on how to edit this list, see PriceLevel on page 132. This is a read-only field that returns the discount rate associated with the pricelevel. pricelist List N See Price List on page 91.

98 Items Shared 91 Price List Important: To provide multiple entries in the Price List, the Quantity Pricing feature must be enabled. Otherwise, only one Price List entry should be submitted. Notice, that in the UI, the quantity for multiple pricings is entered only once. In Web services, however, you must submit the quantity for each pricing. The quantity values for each price submitted in the same list must match. If they do NOT match, an error is returned. Field Length value double Pricing / amount text box Billing Rates Use the Billing Rates list to set pricing for each billing class on service item records. Note: Because the Billing Classes feature is not compatible with the Quantity Pricing feature, you cannot use both features at once. If both are enabled, then billing classes replace quantity pricing on service item records. Rate This is calculated based on the Base Price level and discount rate for the specified pricelevel but can be overwritten. quantity double Qty Sets the quantity required to receive this price. Field Length currency RecordRef billingclass RecordRef Billing Rates / Billing Class ratelist List Billing Rates See Rate on page 91. References a value in a user defined list at Lists > Other Lists > Billing Class. Field Length value double Billing Rates / Amount field for each price level Sets the amount for the associated pricelevel. pricelevel RecordRef Billing Rates / [Various Price Level] Sets the price Level this value is for. Price Levels are defined in a user defined list at Lists > Accounting > Other Lists. For details on how to edit this list via Web services, see PriceLevel on page 132.

99 Items Shared 92 Item Options List Field Length itemoptions recordref N Custom / Item Options Vendors List References an existing transaction item options record at Setup > Transaction Item Options. Use the Vendors List to add a list of vendors that can be used for this item. This information can then be accessed from the item record and from the cooresponding vendor record. Important: The Multiple Vendors feature must be enabled in order to define item codes and purchase prices for multiple vendors on each item record. Field Length vendor RecordRef Y Basic / Vendor References an existing vendor record. This is required for each vendor being defined. vendorcode string / 15 N Basic / Vendor Sets the vendor s item code. purchaseprice double N Basic / Purchase Price preferredvendor boolean N Basic / Preferred Search Record Fields ItemSearch Sets the purchase price for this item when purchased from this vendor. You can only set one vendor in the list as preferred. If this is set true for multiple vendors, then the last vendor in the list is set as true and all others revert to false. The following table lists all possible item search fields as defined in the itemsearch complex type. The actual fields available vary depending on the item type you are searching for. Search XSD Type Mapping account SearchMultiSelectField Expense/COGS Account available SearchDoubleField availtopartners SearchBooleanField Available to Partners available SearchDoubleField Available component SearchMultiSelectField copydescription SearchBooleanField Copy SO Descr. cost SearchDoubleField costingmethod SearchMultiSelectField Costing Method created SearchDateField Date Created

100 Items Shared 93 Search XSD Type Mapping dateviewed SearchDateField Date Viewed isdropshipitem SearchBooleanField Drop Ship Item isfeatured SearchBooleanField Featured Item isinactive SearchBooleanField Inactive isonline SearchBooleanField Online isspecialorderitem SearchBooleanField Special Order Item matrix SearchBooleanField modified SearchDateField Last Modified name SearchString onlinecustprice SearchDoubleField Online Customer Price onorder SearchDoubleField onspecial SearchDoubleField parent SearchMultiSelectField prefstocklevel SearchDoubleField Preferred Stock Level preferredlocation SearchMultiSelectField Preferred Location price SearchDoubleField Base Price purchaseunit SearchMultiSelectField Purchase Units quantitybackordered quantitycommitted quantityonhand reorderpoint SearchDoubleField Reorder Point revrecschedule SearchMultiSelectField Rev. Rec. Schedule salesdescription SearchStringField saleunit SearchMultiSelectField Sale Unit serialnumber SearchStringField Serial/Lot Number stockunit SearchMultiSelectField Stock Unit storedescription SearchStringField Online Description subtype SearchMultiSelectField SubType taxcode SearchMultiSelectField type SearchMultiSelectField Type unitstype SearchMultiSelectField Units Type vendor SearchMultiSelectField Vendor Name weight SearchDoubleField Weight customfieldlist SearchCustomFieldList NA

101 Items Inventory Items 94 Inventory Items Inventory item records are used to track information about items which you maintain a stock of. Record Fields Field Length itemid string / 60 Y Item Name/ Number nameisupc boolean N Name/ Number is UPC displayname string / 60 N Display Name/ Code vendorname string / 60 N Vendor Name/ Code Defines whether this is a unv part code. Bar codes for items are generated in Code 128 by default. If you prefer to use the UPC code format, set this field to True on each item record. Sets the preferred vendor for this item. If the Multiple Vendors feature is enabled, this field is unavailable and you must set the preferred vendor in the itemvendorslist. See Vendors List on page 92. parent RecordRef Y/N Subitem of References an existing item record. Only required if the item is a child of another item. purchasedescription string / 999 N Basic / Purchase Description copydescription boolean N Basic / Copy from Sales Order currency string / 15 N Basic / Currency cogsaccount RecordRef N Basic / COGS Account Sets the description of this item that is displayed on vendor orders. You should include the unit of measure in this description. Sets the description from a sales order. This is a read-only field. If a preferred vendor has been specified in vendorname, the field returns the currency set on that vendor record. Otherwise, the base currency for the company is returned. References an existing COGs account at Lists > Accounting > Account. salesdescription string / 4000 N Basic / Sales Description incomeaccount RecordRef N Basic / Income Account Sets the description displayed when an item's store display name is clicked. References an existing income account at Lists > Accounting > Accounts.

102 Items Inventory Items 95 deferredrevenueacco unt revrecschedule Field Length RecordRef RecordRef preferredlocation RecordRef N Inventory / Preferred Location References an existing location record at Lists > Accounting > Locations. This is only settable if the Multi-Inventory Locations feature is enabled at Setup > Company > Enable Features > Accounting. cost double N totalvalue double N Inventory / Total Value isonline boolean N Display in Web Site istaxable boolean N Basic / Taxable By default this field is the result of multiplying the purchase price by the quantity on hand. If the Multi- Location Inventory feature is enabled, the sum of this result for each location populates this field by default. offersupport boolean N Offer Support When enabled, items can be referenced on case records either through the UI or via web services using the item field. See Chapter 10 "Cases". countryofmanufacture Enum N Basic / Country of Manufacture assetaccount RecordRef N Basic / Asset Account References a value in a system list. Values are listed at platformcommontyp:country. References an existing asset account at Lists > Accounting > Accounts. isspecialorderitem boolean N Basic / Special Order Item isdropshipitem boolean N Basic / Drop Ship Item shippingcost double N Basic / Shipping Cost handlingcost double N Basic / Handling Cost weight double N Basic / Item Weight weightunit Enum N Basic / Item Weight If isspecialorderitem is set to true, isdropshipitem can NOT be true. If isdropshipitem is set to true, isspecialorderitem can NOT be true. References a value in a system list. Values include: _lb, _oz, _kg, _g.

103 Items Inventory Items 96 Field Length unitstype RecordRef N Basic / Units Type References an existing Units record. stockunit RecordRef N Basic / Stock Units purchaseunit RecordRef N Basic / Purchase Units saleunit RecordRef N Basic / Sale Units availabletopartners boolean N Available to Adv. Partners References an existing stock Unit record. isinactive boolean N Item is Inactive Sets the item as inactive. costingmethoddisplay string / 15 N Basic / Costing Method costingmethod Enum Y Basic / Costing Method storedisplayname string / 99 N Store / Display Name storedescription string / 999 N Store / Description storedisplaythumbnail RecordRef N Store / Item Display Thumbnail References an existing purchase Units record. feature dependent If true, this item is available in the Advanced Partner Center. This is a read-only value that returns the costing method for the item. Returns one of lifo, fifo, or average. References a value in the ItemCostingMethod system list. Values include: _lifo, _average, _fifo. Regardless of default settings in the SOAP request, if a value is not explicitly set, this field defaults to the costing method preference specified in Setup > Accounting > Inventory Costing Method. Sets the item name for your Web site. Sets the item description. This field can contain plain text as well as basic html code. References an existing image file in the file cabinet. storedetaileddescripti on string / 4000 N Store / Detailed Description storedisplayimage RecordRef N Store / Item Display Image Sets the detailed item description. This field can contain plain text as well as basic html code. References an existing image file in the file cabinet. storeitemtemplate RecordRef N Store / Item Drilldown Template pagetitle string / 999 N Store / Page Title metataghtml string / 4000 N Store / Meta Tag HTML References an existing item template at Setup > Web Site > Item Templates. Sets the display title in the upper-left corner of an Internet browser when customers view this item in your Web store. Sets the metatag information for the item page in web store.

104 Items Inventory Items 97 isdonationitem boolean N Store / Donation Item showdefaultdonationa mount Field Length boolean N Store / Show Default Amount onspecial boolean N Specials / On Special specialsdescription string / 4000 N Specials / Specials Description isfeatured boolean N Specials / Featured Item featureddescription string / 4000 N Specials / Featured Description If true, the item is set as a variable-priced donation item. This enables customers to enter their own prices for this item, such as for donations. Can only be set when isdonation is set to True. If true, the item's online price is displayed as a suggested price. If ture, the item is displayed in the Specials category in your store or site. Settable only if onspecial is set to True. You can provide letters, numbers and basic HTML code. If true, the item is displayed on the Welcome page of your store or site. Settable only if isfeatured is set to True. You can provide letters, numbers and basic HTML code. customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. billingschedule RecordRef N Allows users to reference default Billing Schedules for items. itemoptionslist List N Custom / Item Options itemvendorlist List N Basic / Vendor List preferredstocklevel double N Inventory / Preferred Stock Level Provides a list of custom options available for this item. Transaction item options must first be defined at Setup > Customization > Transaction Item Options. See Item Options List on page 92. Sets a list of vendors that can be used for this item. This is only settable if the Multiple Vendors feature is enabled. See Vendors List on page 92. Sets the preferred quantity to maintain in inventory. NetSuite uses this information to calculate how many items to replenish on the Order Items page. If the Multi-Locations Inventory feature is enabled, provide values for each location using the locationslist element (see Locations List on page 99). pricingmatrix List N Pricing Tab Sets the pricing matrix for this item. Refer to Pricing Matrix List on page 90.

105 Items Inventory Items 98 Field Length purchasetaxcode RecordRef Y/N This field is required for customers subscribing to International versions of NetSuite. Sets the default tax code to be used on purchase transactions. quantitybackordered double N Inventory / Quantity Back Ordered quantitycomitted double N Inventory / Quantity Committed quantityonhand double N Inventory / Quantity on Hand quantityonorder double N Inventory / Quantity on Order rate double N reorderpoint double N Inventory / Reorder Point This is a read-only field that returns the number of items on backorder. If the Multi-Location Inventory feature is enabled, you must provide a list of quantitybackordered values for each location as needed using the locationslist element (see Locations List on page 99) This is a read-only field that returns the number of items committed to be sold and are currently showing on orders. If the Multi-Location Inventory feature is enabled, you must provide a list of quantitycommitted values for each location as needed using the locationslist element (see Locations List on page 99) Sets the quantity on hand for this item. This is settable only on an add. Otherwise this is a read-only field that provides the known quantity on hand based on items received. If the Multi-Location Inventory feature is enabled, you must provide a list of quantity on hand values for each location as needed using the locationslist element (see Locations List on page 99) A read-only field that returns the quantity of this item you currently have on order with the vendor. If the Multi-Location Inventory feature is enabled, you must provide a list of quantityonorder values for each location as needed using the locationslist element (see Locations List on page 99) Sets the minimum quantity that when reached triggers a warning to reorder or rebuild this item. If the Multi- Location Inventory feature is enabled, this field should be populated for each location using the locationslist element. See Locations List on page 99. salestaxcode RecordRef Y/N This field is required for customers subscribing to International versions on NetSuite. Sets the default tax code to be used on sales transactions. sitecategorylist List N Store / Site Category

106 Items Inventory Items 99 Field Length vendor RecordRef N References an existing Vendor record. locationslist List Y/N Inventory / Preferred Location Sets the list of locations and cooresponding quantities for each location. Only relevant if the Multi-Location Inventory feature is enabled. See Locations List on page 99. customfieldlist List N See CustomFieldList on page 4. List Fields Site Category List This list defines the web site category for the item. It is available on the Store tab of an Inventory Item. Field Length category RecordRef Y Site Category References a value in a user-defined list at Lists > Web Site > Categories. categorydescription string / 50 Y Description A read-only field that returns the description defined in the category record. Locations List In order to provide a locations list, the Multi-Location Inventory feature must be enabled at Setup > Company > Enable Features > Accounting. Otherwise, single entries for each corresponding field can be entered in the regular record fields (see Record Fields on page 94). Field Length location string / 30 Y Inventory / Locations A read-only field that returns the locations as defined in Lists > Accounting > Locations. locationid RecordRef Y NA Sets the location you are setting this line item for. quantityonhand double N Inventory / Quanity on Hand onhandvaluemli double N Inventory / Value Sets the quantity on hand for this item. This is settable only on an add. Otherwise this is a read-only field that provides the known quantity on hand based on items received. A read-only field that returns the result of Quantity on Hand multiplied by Purchase Price.

107 Items Description Items 100 Field Length reorderpoint double N Inventory / Reorder Point preferredstocklevel double N Inventory / Preferred Stock Level quantityonorder double N Inventory / Quantity on Order quantitycommitted double N Inventory / Quantity Committed quantitybackordered double N Inventory / Quantity Back Ordered Description Items Description item records are used to create a description line you can add to your transactions. Use the Description item to enter long descriptions, without amounts, as line items. Record Fields Field Length itemid string / 60 Y Item Name / Number description string / 4000 N Basic / Description availabletopartners boolean N Available to Adv. Partners Sets the minimum quantity that when reached triggers a warning to reorder or rebuild this item. Enter the quantity you prefer to maintain in inventory. NetSuite uses this information to calculate how many items to replenish on the Order Items page. A read-only field that returns the Quantitiy on Order. A read-only field that returns the Quantitiy Committed. A read-only field that returns the Quantitiy Back Ordered. If true, this item is available in the Advanced Partner Center. isinactive boolean N Item is Inactive Sets the item as inactive. customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. customfieldlist List N NA See CustomFieldList on page 4.

108 Items Discount Items 101 Discount Items Discount item records are used to create discounts you can apply to your transactions. Record Fields Field Length itemid string / 60 Item Name/ Number nameisupc boolean N Name/Number is UPC displayname string / 60 N Display Name/ Code vendorname string / 60 N Vendor Name/ Code Defines whether this is a unv part code. Bar codes for items are generated in Code 128 by default. If you prefer to use the UPC code format, set this field to True on each item record. Sets the preferred vendor for this item. If the Multiple Vendors feature is enabled, this field is unavailable and you must set the preferred vendor in the itemvendorslist. See Vendors List on page 92. parent RecordRef Y/N Subitem of References an existing item record. Only required if the item is a child of another item. description string / 4000 N Basic / Description incexpaccount RecordRef N rate string N Basic / Rate Defines the rate for this item. If a value is entered followed by the percentage sign, the discount is interpreted as a percentage discount (i.e. -.10% sets a ten percent discount for the item). If a value without the percentage sign is entered, the rate is interpreted as a flat dollar value. ispretax boolean N availabletopartners boolean N Available to Adv. Partners isinactive boolean N Item is Inactive Sets the item as inactive. If true, this item is available in the Advanced Partner Center.

109 Items Markup Items 102 Field Length customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. expenseaccount RecordRef N incomeaccount RecordRef N revrecschedule RecordRef N Rev. Rec. Schedule Sets the revenue recognition template that will be applied to this item. In order to set this field, the item record referenced in the item field must have a deferred revenue account associated with it. This field then defaults to the rev. rec. template associated to the item on the item record. salestaxcode RecordRef Y/N This field is required for customers subscribing to International versions on NetSuite. Sets the default tax code to be used on sales transactions. translation Enum N customfieldlist List Y/N NA See CustomFieldList on page 4. Markup Items Markup item records are used to create markups you can apply to your transactions. Record Fields Field Length itemid string / 60 nameisupc boolean N Name/ Number is UPC displayname string / 60 N Defines whether this is a unv part code. Bar codes for items are generated in Code 128 by default. If you prefer to use the UPC code format, set this field to True on each item record.

110 Items Markup Items 103 Field Length vendorname string / 60 N Vendor Name/ Code Sets the preferred vendor for this item. If the Multiple Vendors feature is enabled, this field is unavailable and you must set the preferred vendor in the itemvendorslist. See Vendors List on page 92. parent RecordRef Y/N Subitem of References an existing item record. Only required if the item is a child of another item. description string / 4000 N incexpaccount RecordRef N rate string N Basic / Rate Defines the rate for this item. If a value is entered followed by the percentage sign, the discount is interpreted as a percentage discount (i.e. -.10% sets a ten percent discount for the item). If a value without the percentage sign is entered, the rate is interpreted as a flat dollar value. ispretax boolean N availabletopartners boolean N Available to Adv. Partners If true, this item is available in the Advanced Partner Center. isinactive boolean N Item is Inactive Sets the item as inactive. customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. expenseaccount RecordRef incomeaccount RecordRef N revrecschedule RecordRef N Rev. Rec. Schedule Sets the revenue recognition template that will be applied to this item. In order to set this field, the item record referenced in the item field must have a deferred revenue account associated with it. This field then defaults to the rev. rec. template associated to the item on the item record.

111 Items Payment Items 104 Field Length salestaxcode RecordRef Y/N This field is required for customers subscribing to International versions on NetSuite. Sets the default tax code to be used on sales transactions. translation Enum N customfieldlist List N See CustomFieldList on page 4. Payment Items Payment item records are used for partial payments, such as showing a down payment when you create an invoice. Payment items can be assigned to post to your undeposited funds account. Record Fields Field Length itemid string / 60 Item Name / Number displayname string / 60 N Display Name / Code description string / 4000 N paymentmethod RecordRef N Reference to a value in a user-defined list at Lists > Accounting > Other Lists. This value sets the type of card. For details on how to modify this list via Web services, see PaymentMethod on page 133. undepfunds boolean N account RecordRef N availabletopartners boolean N Available to Adv. Partners isinactive boolean N Item is Inactive If true, this item is available in the Advanced Partner Center.

112 Items Subtotal Items 105 Field Length customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. customfieldlist List N See CustomFieldList on page 4. Subtotal Items Subtotal Item records are used to separate groups or individual line items if you want to offer a discount or tax on certain line items but not others. Record Fields Field Length itemid string / 60 Item Name/ Number displayname string / 60 N Display Name/ Number description string / 4000 N availabletopartners boolean N Available to Adv. Partners isinactive boolean N Item is Inactive If true, this item is available in the Advanced Partner Center. customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. customfieldlist List N See CustomFieldList on page 4. NonInventory Purchase Items NonInventory Purchase item records are used to track something you buy but don't sell, like office supplies for your business's use.

113 Items NonInventory Purchase Items 106 Record Fields Field Length itemid string / 60 Item Name/ Number nameisupc boolean N Name/ Number is UPC displayname string / 60 N Display Name/ Code vendorname string / 60 N Vendor Name/ Code Defines whether this is a unv part code. Bar codes for items are generated in Code 128 by default. If you prefer to use the UPC code format, set this field to True on each item record. Sets the preferred vendor for this item. If the Multiple Vendors feature is enabled, this field is unavailable and you must set the preferred vendor in the itemvendorslist. See Vendors List on page 92. parent RecordRef Y/N Subitem of References an existing item record. Only required if the item is a child of another item. purchasedescription string / 999 N Basic / Purchase Description cost double N istaxable boolean N Basic / Taxable currency string / 15 N Basic / Currency expenseaccount RecordRef N Sets the description of this item that is displayed on vendor orders. You should include the unit of measure in this description. This is a read-only field. If a preferred vendor has been specified in vendorname, the field returns the currency set on that vendor record. Otherwise, the base currency for the company is returned. unitstype RecordRef N purchaseunit RecordRef N availabletopartners boolean N Available to Adv. Partners isinactive boolean N Item is Inactive If true, this item is available in the Advanced Partner Center.

114 Items NonInventory Sales Items 107 Field Length customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. itemoptionslist List N Custom / Item Options itemvendorlist List N Basic / Vendor List Provides a list of custom options available for this item. Transaction item options must first be defined at Setup > Customization > Transaction Item Options. See Item Options List on page 92. Sets a list of vendors that can be used for this item. This is only settable if the Multiple Vendors feature is enabled. See Vendors List on page 92. purchasetaxcode RecordRef Y/N This field is required for customers subscribing to International versions of NetSuite. Sets the default tax code to be used on purchase transactions. salestaxcode RecordRef Y/N This field is required for customers subscribing to International versions on NetSuite. vendor RecordRef N References an existing Vendor record. customfieldlist List N N/A See CustomFieldList on page 4. NonInventory Sales Items NonInventory Sales item records are used to track items you sell but don't buy, like a restaurant entree.

115 Items NonInventory Sales Items 108 Record Fields Field Length itemid string / 60 Item Name/ Number nameisupc boolean N Name/ Number is UPC displayname string / 60 N Display Name/ Code Defines whether this is a unv part code. Bar codes for items are generated in Code 128 by default. If you prefer to use the UPC code format, set this field to True on each item record. parent RecordRef Y/N Subitem of References an existing item record. Only required if the item is a child of another item. salesdescription string / 4000 N Basic / Sales Description incomeaccount RecordRef N Basic / Income Account Sets the description displayed when an item's store display name is clicked. References an existing income account at Lists > Accounting > Accounts. deferredrevenueacco unt RecordRef N revrecschedule RecordRef N Rev. Rec. Schedule Sets the revenue recognition template that will be applied to this item. In order to set this field, the item record referenced in the item field must have a deferred revenue account associated with it. This field then defaults to the rev. rec. template associated to the item on the item record. isonline boolean N istaxable boolean N offersupport boolean N Offer Support When enabled, items can be referenced on case records either through the UI or via web services using the item field. See Chapter 10 "Cases". countryofmanufacture Enum N Basic / Country of Manufacture shippingcost double N Basic / Shipping Cost handlingcost double N Basic / Handling Cost References a value in a system list. Values are listed at platformcommontyp:country.

116 Items NonInventory Sales Items 109 Field Length weight double N Basic / Item Weight weightunit Enum N Basic / Item Weight unitstype RecordRef N Basic / Units Type References a value in a system list. Values include: _lb, _oz, _kg, _g. saleunit RecordRef N Basic / Sale Unit availabletopartners boolean N Available to Adv. Partners isinactive boolean N Item is Inactive storedisplayname string / 99 N Store / Display Name storedescription string / 999 N Store / Description storedisplaythumbnai l storedetaileddescripti on RecordRef N Store / Item Display Thumbnail string / 4000 N Store / Detailed Description storedisplayimage RecordRef N Store / Item Display Image If true, this item is available in the Advanced Partner Center. Sets the item description. This field can contain plain text as well as basic html code. References an existing image file in the file cabinet. Sets the detailed item description. This field can contain plain text as well as basic html code. References an existing image file in the file cabinet. storeitemtemplate RecordRef N Store / Item Drilldown Template pagetitle string / 999 N Store / Page Title metataghtml string / 4000 N Store / Meta Tag HTML isdonationitem boolean N Store / Donation Item showdefaultdonationa mount boolean N Store / Show Default Amount onspecial boolean N Specials / On Special References an existing item template at Setup > Web Site > Item Templates. Sets the display title in the upper-left corner of an Internet browser when customers view this item in your Web store. Sets the metatag information for the item page in web store. If true, the item is set as a variable-priced donation item. This enables customers to enter their own prices for this item, such as for donations. Can only be set when isdonation is set to True. If true, the item's online price is displayed as a suggested price. If ture, the item is displayed in the Specials category in your store or site.

117 Items NonInventory Sales Items 110 Field Length specialsdescription string / 4000 N Specials / Specials Description isfeatured boolean N Specials / Featured Item featureddescription string / 4000 N Specials / Featured Description Settable only if onspecial is set to True. You can provide letters, numbers and basic HTML code. Settable only if isfeatured is set to True. You can provide letters, numbers and basic HTML code. customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. billingschedule RecordRef N Allows users to reference default Billing Schedules for items. itemoptionslist List N Custom / Item Options Provides a list of custom options available for this item. Transaction item options must first be defined at Setup > Customization > Transaction Item Options. See Item Options List on page 92. pricingmatrix PricingMatrix N Pricing Tab Sets the pricing matrix for this item. Refer to Pricing Matrix List on page 90. purchasetaxcode RecordRef Y/N This field is required for customers subscribing to International versions of NetSuite. Sets the default tax code to be used on purchase transactions. rate double N salestaxcode RecordRef Y/N This field is required for customers subscribing to International versions on NetSuite. Sets the default tax code to be used on sales transactions. sitecategorylist List N customfieldlist List N See CustomFieldList on page 4.

118 Items NonInventory Resale Items 111 NonInventory Resale Items NonInventory Resale item records are used to track something you buy and then sell for a profit, such as a case of soda. Record Fields Field Length itemid string / 60 Y Item Name/ Number nameisupc boolean N Name/ Number is UPC displayname string / 60 N Display Name/ Code vendorname string / 60 N Vendor Name/ Code Defines whether this is a unv part code. Bar codes for items are generated in Code 128 by default. If you prefer to use the UPC code format, set this field to True on each item record. Sets the preferred vendor for this item. If the Multiple Vendors feature is enabled, this field is unavailable and you must set the preferred vendor in the itemvendorslist. See Vendors List on page 92. parent RecordRef Y/N Subitem of References an existing item record. Only required if the item is a child of another item. purchasedescription string / 999 N Basic / Purchase Description copydescription boolean N Basic / Copy from Sales Order cost double N currency string / 15 N Basic / Currency expenseaccount RecordRef N Sets the description of this item that is displayed on vendor orders. You should include the unit of measure in this description. Sets the description from a sales order. This is a read-only field. If a preferred vendor has been specified in vendorname, the field returns the currency set on that vendor record. Otherwise, the base currency for the company is returned. salesdescription string / 4000 N Basic / Sales Description incomeaccount RecordRef N Basic / Income Account Sets the description displayed when an item's store display name is clicked. References an existing income account at Lists > Accounting > Accounts.

119 Items NonInventory Resale Items 112 deferredrevenueacco unt Field Length RecordRef N revrecschedule RecordRef N Rev. Rec. Schedule Sets the revenue recognition template that will be applied to this item. In order to set this field, the item record referenced in the item field must have a deferred revenue account associated with it. This field then defaults to the rev. rec. template associated to the item on the item record. isonline boolean N Display in Web Site istaxable boolean N Basic / Taxable offersupport boolean N Offer Support When enabled, items can be referenced on case records either through the UI or via web services using the item field. See Chapter 10 "Cases". countryofmanufacture Enum N Basic / Country of Manufacture isspecialorderitem boolean N Basic / Special Order Item isdropshipitem boolean N Basic / Drop Ship Item shippingcost double N Basic / Shipping Cost handlingcost double N Basic / Handling Cost weight double N Basic / Item Weight weightunit Enum N Basic / Item Weight unitstype RecordRef N Basic / Units Type References a value in a system list. Values are listed at platformcommontyp:country. If isspecialorderitem is set to true, isdropshipitem can NOT be true. If isdropshipitem is set to true, isspecialorderitem can NOT be true. References a value in a system list. Values include: _lb, _oz, _kg, _g. purchaseunit RecordRef N Basic / Purchase Units saleunit RecordRef N Basic / Sale Units availabletopartners boolean N Available to Adv. Partners isinactive boolean N Item is Inactive If true, this item is available in the Advanced Partner Center.

120 Items NonInventory Resale Items 113 storedisplayname string / 99 N Store / Display Name storedescription string / 999 N Store / Description storedisplaythumbnai l Field Length RecordRef N Store / Item Display Thumbnail Sets the item name for your Web site. Sets the item description. This field can contain plain text as well as basic html code. References an existing image file in the file cabinet. storedetaileddescripti on string / 4000 N Store / Detailed Description storedisplayimage RecordRef N Store / Item Display Image References an existing image file in the file cabinet. storeitemtemplate RecordRef N Store / Item Drilldown Template pagetitle string / 999 N Store / Page Title metataghtml string / 4000 N Store / Meta Tag HTML isdonationitem boolean N Store / Donation Item showdefaultdonationa mount boolean N Store / Show Default Amount onspecial boolean N Specials / On Special specialsdescription string / 4000 N Specials / Specials Description isfeatured boolean N Specials / Featured Item featureddescription string / 4000 N Specials / Featured Description References an existing item template at Setup > Web Site > Item Templates. Sets the display title in the upper-left corner of an Internet browser when customers view this item in your Web store. Sets the metatag information for the item page in web store. If true, the item is set as a variable-priced donation item. This enables customers to enter their own prices for this item, such as for donations. Can only be set when isdonation is set to True. If true, the item's online price is displayed as a suggested price. If ture, the item is displayed in the Specials category in your store or site. Settable only if onspecial is set to True. You can provide letters, numbers and basic HTML code. If true, the item is displayed on the Welcome page of your store or site. Settable only if isfeatured is set to True. You can provide letters, numbers and basic HTML code.

121 Items NonInventory Resale Items 114 Field Length customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. billingschedule RecordRef N Allows users to reference default Billing Schedules for items. itemoptionslist List N Custom / Item Options itemvendorlist List N Basic / Vendor List Provides a list of custom options available for this item. Transaction item options must first be defined at Setup > Customization > Transaction Item Options. See Item Options List on page 92. Sets a list of vendors that can be used for this item. This is only settable if the Multiple Vendors feature is enabled. See Vendors List on page 92. pricingmatrix PricingMatrix N Pricing Tab Sets the pricing matrix for this item. Refer to Pricing Matrix List on page 90. purchasetaxcode RecordRef Y/N This field is required for customers subscribing to International versions of NetSuite. Sets the default tax code to be used on purchase transactions. rate double N salestaxcode RecordRef Y/N This field is required for customers subscribing to International versions on NetSuite. Sets the default tax code to be used on sales transactions. sitecategorylist List N Store / Site Category vendor RecordRef N References an existing Vendor record. customfieldlist List N See CustomFieldList on page 4.

122 Items Other Charge Resale Items 115 Other Charge Resale Items Other Charge Resale item records are used to track charges that your business pays for initially and then bills to a customer, like freight charges. Record Fields itemid string / 60 Item Name/ Number nameisupc boolean N Name/ Number is UPC displayname string / 60 N Display Name/ Code vendorname string / 60 N Vendor Name/ Code Defines whether this is a unv part code. Bar codes for items are generated in Code 128 by default. If you prefer to use the UPC code format, set this field to True on each item record. Sets the preferred vendor for this item. If the Multiple Vendors feature is enabled, this field is unavailable and you must set the preferred vendor in the itemvendorslist. See Vendors List on page 92. parent RecordRef Y/N Subitem of References an existing item record. Only required if the item is a child of another item. purchasedescription string / 999 N Basic / Purchase Description cost double N currency string / 15 N Basic / Currency expenseaccount RecordRef N This is a read-only field. If a preferred vendor has been specified in vendorname, the field returns the currency set on that vendor record. Otherwise, the base currency for the company is returned. salesdescription string / 4000 N Basic / Sales Description incomeaccount RecordRef N Basic / Income Account Sets the description displayed when an item's store display name is clicked. References an existing income account at Lists > Accounting > Accounts. deferredrevenueacco unt RecordRef N

123 Items Other Charge Resale Items 116 revrecschedule RecordRef N Rev. Rec. Schedule Sets the revenue recognition template that will be applied to this item. In order to set this field, the item record referenced in the item field must have a deferred revenue account associated with it. This field then defaults to the rev. rec. template associated to the item on the item record. isonline boolean N Display in Web Site istaxable boolean N Basic / Taxable offersupport boolean N Offer Support unitstype RecordRef N Basic / Units Type purchaseunit RecordRef N Basic / Purchase Units saleunit RecordRef N Basic / Sale Units availabletopartners boolean N Available to Adv. Partners isinactive boolean N Item is Inactive If true, this item is available in the Advanced Partner Center. customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. billingschedule RecordRef Allows users to reference default Billing Schedules for items. itemoptionslist slist N Custom / Item Options itemvendorlist List N Basic / Vendor List Provides a list of custom options available for this item. Transaction item options must first be defined at Setup > Customization > Transaction Item Options. See Item Options List on page 92. Sets a list of vendors that can be used for this item. This is only settable if the Multiple Vendors feature is enabled. See Vendors List on page 92. pricingmatrix PricingMatrix N Pricing Tab Sets the pricing matrix for this item. Refer to Pricing Matrix List on page 90.

124 Items Other Charge Purchase Items 117 purchasetaxcode RecordRef Y/N This field is required for customers subscribing to International versions of NetSuite. Sets the default tax code to be used on purchase transactions. rate double N salestaxcode RecordRef Y/N This field is required for customers subscribing to International versions on NetSuite. Sets the default tax code to be used on sales transactions. vendor RecordRef N References an existing Vendor record. customfieldlist List N See CustomFieldList on page 4. Other Charge Purchase Items Other Charge Purchase item records are used to track charges that your business pays for that is not billed to a customer. Record Fields Field Length itemid string / 60 Item Name/ Number nameisupc boolean N Name/ Number is UPC displayname string / 60 N Display Name/ Code vendorname string / 60 N Vendor Name/ Code Defines whether this is a unv part code. Bar codes for items are generated in Code 128 by default. If you prefer to use the UPC code format, set this field to True on each item record. Sets the preferred vendor for this item. If the Multiple Vendors feature is enabled, this field is unavailable and you must set the preferred vendor in the itemvendorslist. See Vendors List on page 92. parent RecordRef Y/N Subitem of References an existing item record. Only required if the item is a child of another item. purchasedescription string / 999 N Basic / Purchase Description Sets the description of this item that is displayed on vendor orders. You should include the unit of measure in this description.

125 Items Other Charge Purchase Items 118 Field Length cost double N istaxable boolean N Basic / Taxable currency string / 15 N Basic / Currency expenseaccount RecordRef N This is a read-only field. If a preferred vendor has been specified in vendorname, the field returns the currency set on that vendor record. Otherwise, the base currency for the company is returned. unitstype RecordRef N Basic / Units Type purchaseunit RecordRef N Basic / Purchase Units availabletopartners boolean N Available to Adv. Partners isinactive boolean N If true, this item is available in the Advanced Partner Center. customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. itemoptionslist List N Custom / Item Options itemvendorlist List N Basic / Vendor List Provides a list of custom options available for this item. Transaction item options must first be defined at Setup > Customization > Transaction Item Options. See Item Options List on page 92. Sets a list of vendors that can be used for this item. This is only settable if the Multiple Vendors feature is enabled. See Vendors List on page 92. purchasetaxcode RecordRef Y/N This field is required for customers subscribing to International versions of NetSuite. Sets the default tax code to be used on purchase transactions. salestaxcode RecordRef Y/N This field is required for customers subscribing to International versions on NetSuite. Sets the default tax code to be used on sales transactions.

126 Items Service Resale Items 119 vendor Field Length RecordRef customfieldlist List N See CustomFieldList on page 4. Service Resale Items Service Resale item records are used to track charges for a service your business pays for initially and then bills to a customer. Record Fields Field Length itemid string / 60 Item Name/ Number nameisupc boolean N Name/ Number is UPC displayname string / 60 N Display Name/ Code vendorname string / 60 N Vendor Name/ Code Defines whether this is a unv part code. Bar codes for items are generated in Code 128 by default. If you prefer to use the UPC code format, set this field to True on each item record. Sets the preferred vendor for this item. If the Multiple Vendors feature is enabled, this field is unavailable and you must set the preferred vendor in the itemvendorslist. See Vendors List on page 92. parent RecordRef Y/N Subitem of References an existing item record. Only required if the item is a child of another item. purchasedescription string / 999 N Basic / Purchase Description cost double N currency string / 15 N Basic / Currency expenseaccount RecordRef N Sets the description of this item that is displayed on vendor orders. You should include the unit of measure in this description. This is a read-only field. If a preferred vendor has been specified in vendorname, the field returns the currency set on that vendor record. Otherwise, the base currency for the company is returned. salesdescription string / 4000 N Basic / Sales Description Sets the description displayed when an item's store display name is clicked.

127 Items Service Resale Items 120 Field Length incomeaccount RecordRef N Basic / Income Account References an existing income account at Lists > Accounting > Accounts. deferredrevenueacco unt RecordRef N revrecschedule RecordRef N Rev. Rec. Schedule Sets the revenue recognition template that will be applied to this item. In order to set this field, the item record referenced in the item field must have a deferred revenue account associated with it. This field then defaults to the rev. rec. template associated to the item on the item record. isonline boolean N Display in Web Site istaxable boolean N Basic / Taxable offersupport boolean N Offer Support unitstype RecordRef N Basic / Units Type purchaseunit RecordRef N Basic / Purchase Units saleunit RecordRef N Basic / Sale Units availabletopartners boolean N Available to Adv. Partners isinactive boolean N Item is Inactive If true, this item is available in the Advanced Partner Center. storedisplayname string / 99 N Sets the item name for your Web site. storedescription string / 999 N Store / Display Name storedisplaythumbnai l RecordRef N Store / Description Sets the item description. This field can contain plain text as well as basic html code. References an existing image file in the file cabinet. storedetaileddescripti on string / 4000 N Store / Item Display Thumbnail storedisplayimage RecordRef N Store / Detailed Description storeitemtemplate RecordRef N Store / Item Display Image Sets the detailed item description. This field can contain plain text as well as basic html code. References an existing image file in the file cabinet. References an existing item template at Setup > Web Site > Item Templates.

128 Items Service Resale Items 121 pagetitle string / 999 N Store / Page Title metataghtml string / 4000 N Store / Meta Tag HTML isdonationitem boolean N Store / Donation Item showdefaultdonationa mount Field Length boolean N Store / Show Default Amount onspecial boolean N Specials / On Special specialsdescription string / 4000 N Specials / Specials Description isfeatured boolean N Specials / Featured Item featureddescription string / 4000 N Specials / Featured Description Sets the display title in the upper-left corner of an Internet browser when customers view this item in your Web store. Sets the metatag information for the item page in web store. If true, the item is set as a variable-priced donation item. This enables customers to enter their own prices for this item, such as for donations. Can only be set when isdonation is set to True. If true, the item's online price is displayed as a suggested price. If ture, the item is displayed in the Specials category in your store or site. Settable only if onspecial is set to True. You can provide letters, numbers and basic HTML code. If true, the item is displayed on the Welcome page of your store or site. customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. billingratesmatrix BillingRatesM atrix N Billing Rates Tab Sets pricing for each billing class on service item records. See Billing Rates on page 91. billingschedule RecordRef Allows users to reference default Billing Schedules for items. itemoptionslist List N Custom / Item Options itemvendorlist List N Basic / Vendor List Provides a list of custom options available for this item. Transaction item options must first be defined at Setup > Customization > Transaction Item Options. See Item Options List on page 92. Sets a list of vendors that can be used for this item. This is only settable if the Multiple Vendors feature is enabled. See Vendors List on page 92.

129 Items Service Purchase Items 122 Field Length pricingmatrix PricingMatrix N Sets the pricing matrix for this item. Refer to Pricing Matrix List on page 90. purchasetaxcode RecordRef Y/N This field is required for customers subscribing to International versions of NetSuite. Sets the default tax code to be used on purchase transactions. rate double N salestaxcode RecordRef Y/N This field is required for customers subscribing to International versions on NetSuite. Sets the default tax code to be used on sales transactions. sitecategorylist List N Store / Site Category vendor RecordRef N customfieldlist List N See CustomFieldList on page 4. Service Purchase Items Service Purchase item records are used to track charges for a service your business pays for that is not billed to a customer. Record Fields Field Length itemid string / 60 Item Name/ Number nameisupc boolean N Name/ Number is UPC displayname string / 60 N Display Name/ Code vendorname string / 60 N Vendor Name/ Code Defines whether this is a unv part code. Bar codes for items are generated in Code 128 by default. If you prefer to use the UPC code format, set this field to True on each item record. Sets the preferred vendor for this item. If the Multiple Vendors feature is enabled, this field is unavailable and you must set the preferred vendor in the itemvendorslist. See Vendors List on page 92.

130 Items Service Purchase Items 123 Field Length parent RecordRef Y/N Subitem of References an existing item record. Only required if the item is a child of another item. purchasedescription string / 999 N Basic / Purchase Description cost double N istaxable boolean N currency string / 15 N Basic / Currency expenseaccount RecordRef N This is a read-only field. If a preferred vendor has been specified in vendorname, the field returns the currency set on that vendor record. Otherwise, the base currency for the company is returned. unitstype RecordRef N Basic / Units Type purchaseunit RecordRef N Basic / Purchase Units availabletopartners boolean N Available to Adv. Partners isinactive boolean N Item is Inactive If true, this item is available in the Advanced Partner Center. customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. itemoptionslist List N Custom / Item Options itemvendorlist List N Basic / Vendor List Provides a list of custom options available for this item. Transaction item options must first be defined at Setup > Customization > Transaction Item Options. See Item Options List on page 92. Sets a list of vendors that can be used for this item. This is only settable if the Multiple Vendors feature is enabled. See Vendors List on page 92.

131 Items Service Sale Items 124 Field Length purchasetaxcode RecordRef Y/N This field is required for customers subscribing to International versions of NetSuite. Sets the default tax code to be used on purchase transactions. salestaxcode RecordRef Y/N This field is required for customers subscribing to International versions on NetSuite. Sets the default tax code to be used on sales transactions. vendor RecordRef customfieldlist List N See CustomFieldList on page 4. Service Sale Items Service Sale item records are used to track charges for a service your business performs that is billed to a customer. Record Fields Field Length itemid string / 60 Item Name/ Number nameisupc boolean N Name/ Number is UPC displayname string / 60 N Display Name/ Code Defines whether this is a unv part code. Bar codes for items are generated in Code 128 by default. If you prefer to use the UPC code format, set this field to True on each item record. parent RecordRef Y/N Subitem of References an existing item record. Only required if the item is a child of another item. salesdescription string / 4000 N Basic / Sales Description incomeaccount RecordRef N Basic / Income Account Sets the description displayed when an item's store display name is clicked. References an existing income account at Lists > Accounting > Accounts.

132 Items Service Sale Items 125 deferredrevenueacco unt Field Length RecordRef N revrecschedule RecordRef N Rev. Rec. Schedule Sets the revenue recognition template that will be applied to this item. In order to set this field, the item record referenced in the item field must have a deferred revenue account associated with it. This field then defaults to the rev. rec. template associated to the item on the item record. isonline boolean N Display in Web Site istaxable boolean N Basic / Taxable offersupport boolean N Offer Support unitstype RecordRef N Basic / Units Type saleunit RecordRef N Basic / Sale Units availabletopartners boolean N Available to Adv. Partners isinactive boolean N Item is Inactive storedisplayname string / 99 N Store / Display Name storedescription string / 999 N Store / Description storedisplaythumbnai l storedetaileddescripti on RecordRef N Store / Item Display Thumbnail string / 4000 N Store / Detailed Description storedisplayimage RecordRef N Store / Item Display Image If true, this item is available in the Advanced Partner Center. Sets the item name for your Web site. Sets the item description. This field can contain plain text as well as basic html code. References an existing image file in the file cabinet. Sets the detailed item description. This field can contain plain text as well as basic html code. References an existing image file in the file cabinet. storeitemtemplate RecordRef N Store / Item Drilldown Template pagetitle string / 999 N Store / Page Title References an existing item template at Setup > Web Site > Item Templates. Sets the display title in the upper-left corner of an Internet browser when customers view this item in your Web store.

133 Items Service Sale Items 126 metataghtml string / 4000 N Store / Meta Tag HTML isdonationitem boolean N Store / Donation Item showdefaultdonationa mount Field Length boolean N Store / Show Default Amount onspecial boolean N Specials / On Special specialsdescription string / 4000 N Specials / Specials Description isfeatured boolean N Specials / Featured Item featureddescription string / 4000 N Specials / Featured Description Sets the metatag information for the item page in web store. If true, the item is set as a variable-priced donation item. This enables customers to enter their own prices for this item, such as for donations. Can only be set when isdonation is set to True. If true, the item's online price is displayed as a suggested price. Settable only if onspecial is set to True. You can provide letters, numbers and basic HTML code. If true, the item is displayed on the Welcome page of your store or site. Settable only if isfeatured is set to True. You can provide letters, numbers and basic HTML code. customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. billingratesmatrix BillingRatesM atrix N Billing Rates Tab Sets pricing for each billing class on service item records. See Billing Rates on page 91. billingschedule RecordRef Allows users to reference default Billing Schedules for items. itemoptionslist List N Custom / Item Options pricingmatrix PricingMatrix N Pricing Tab Sets the pricing matrix for this item. Refer to Pricing Matrix List on page 90. purchasetaxcode RecordRef Y/N This field is required for customers subscribing to International versions of NetSuite. Sets the default tax code to be used on purchase transactions. rate double N

134 Items Other Charge Sale Items 127 Field Length salestaxcode RecordRef Y/N This field is required for customers subscribing to International versions on NetSuite. Sets the default tax code to be used on sales transactions. sitecategorylist List N Store / Site Category vendor RecordRef N References an existing Vendor record. customfieldlist List N See CustomFieldList on page 4. Other Charge Sale Items Other Charge Sale item records are used to track charges for something a business creates or performs and charges a customer for, like a charge for gift-wrapping. Record Fields Field Length itemid string / 60 Item Name/ Number nameisupc boolean N Name/ Number is UPC displayname string / 60 N Display Name/ Code parent RecordRef Y/N Vendor Name/ Code Defines whether this is a unv part code. Bar codes for items are generated in Code 128 by default. If you prefer to use the UPC code format, set this field to True on each item record. References an existing item record. Only required if the item is a child of another item. salesdescription string / 4000 N Basic / Sales Description incomeaccount RecordRef N Basic / Income Account References an existing income account at Lists > Accounting > Accounts. deferredrevenueacco unt RecordRef N

135 Items Other Charge Sale Items 128 Field Length revrecschedule RecordRef N Rev. Rec. Schedule Sets the revenue recognition template that will be applied to this item. In order to set this field, the item record referenced in the item field must have a deferred revenue account associated with it. This field then defaults to the rev. rec. template associated to the item on the item record. isonline boolean N Display in Web Site istaxable boolean N Basic / Taxable offersupport boolean N Offer Support unitstype RecordRef N Basic / Units Type saleunit RecordRef N Basic / Sale Units availabletopartners boolean N Available to Adv. Partners isinactive boolean N Item is Inactive If true, this item is available in the Advanced Partner Center. customform RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. billingschedule RecordRef Allows users to reference default Billing Schedules for items. itemoptionslist List N Custom / Item Options Provides a list of custom options available for this item. Transaction item options must first be defined at Setup > Customization > Transaction Item Options. See Item Options List on page 92. pricingmatrix PricingMatrix N Pricing Tab Sets the pricing matrix for this item. Refer to Pricing Matrix List on page 90.

136 Items Other Charge Sale Items 129 Field Length purchasetaxcode RecordRef Y/N This field is required for customers subscribing to International versions of NetSuite. Sets the default tax code to be used on purchase transactions. rate double N salestaxcode RecordRef Y/N This field is required for customers subscribing to International versions on NetSuite. Sets the default tax code to be used on sales transactions. vendor RecordRef N customfieldlist List N See CustomFieldList on page 4.

137 Chapter 14 Other Lists Usage Notes Other list records represent user defined lists that define items that can be selected for a specific field. Use Other Lists to add items to these user defined lists. For example, in the contact record, you can set the type of contact in the category field. The category field references the ContactCategory record that contains a predefined list of different contact types. The following other list types are supported in Web services: ContactCategory CustomerCategory PriceLevel WinLossReason NoteType PaymentMethod LeadSource These types are defined in the listacct (accounting) XSD. Supported Operations The following operations can be used to manipulate other list records. add addlist update updatelist delete deletelist getlist getall

138 Other Lists 131 Note: The getall operation should be used to retrieve values of a list since the search operation does NOT exist for these records. Associated Records Although Other List records are standalone, they are only relevant in the context of other records. In the following sections, any records supported by the current version of the NetSuite Web Services Platform that use the Other List record are listed. Permissions In cases where the logged in user s role does NOT have permissions for the specified Other List record, the NetSuite Web services get operation returns only the key/name information instead of the whole record. This is to ensure that these lists can be manipulated when they are included as select or multiselect fields within another record. The following field definitions are available for working with other list records. Record Fields The fields defined below are used to add, update and get information in an other list record. ContactCategory ContactCategory defines a list of values that are used by the Contact record to set the type of contact (see CategoryList on page 24). In the UI, this is a user defined list at Lists > Accounting > Other Lists. Length internalid string No This is a required field for update, delete and get operations. name String / 25 Yes Contact Category Sets the name that is displayed for selecting this category in the UI. private Boolean No Private If set to true the category is available only for the currently logged in user as defined in the login operation. sync Boolean No Sync If set to true, the contacts mapped to this category can be synchronized with Outlook, Palm or Blackberry devices as defined in the user s calendar setup. inactive Boolean No Contact Category is Inactive Sets whether the current category is active. Defaults to False. An inactive category cannot be used as a selection.

139 Other Lists 132 CustomerCategory CustomerCategory defines a list of values that are used by the Customer record to set the type of customer (see Customer on page 10). In the UI, this is a user defined list at Lists > Accounting > Other Lists. Length internalid string No This is a required field for update, delete and get operations. name String / 31 Yes Customer Sets the name that is displayed for selecting this category in the UI. inactive Boolean No Customer Category is Inactive PriceLevel PriceLevel defines a list of values that are used by the Opportunity and Item records to set the price level for a given item. Items can be assigned different price levels such as Employee Price or Corporate Discount Price (see ItemList on page 72). In the UI, this is a user defined list at Lists > Accounting > Other Lists. WinLossReason Sets whether the current category is active. Defaults to False. An inactive category cannot be used as a selection. Length internalid string No This is a required field for update, delete and get operations. Note that the internal ID value for a Custom Price Level is -1. name String / 15 Yes Price Level Sets the name that is displayed for selecting this category in the UI. discountpct Double No Markup/ Discount % updateexistingprices Boolean No Update Existing Prices inactive Boolean No Price Level is Inactive Sets the percentage to mark up or discount prices for this price level. A negative value applies a discount whereas a positive value applies a mark up. Default value is false. If set to true, all items assigned to this price level category are updated to reflect the settings in the discountpct field. Sets whether the current category is active. Defaults to False. An inactive category cannot be used as a selection. WinLossReason defines a list of values that are used by the Opportunity record to set the reason for a win or loss (see Opportunity on page 68). In the UI, this is a user defined list at Lists > Accounting > Other Lists

140 Other Lists 133 Length internalid string No This is a required field for update, delete and get operations. name String / 25 Yes Reason Sets the name that is displayed for selecting this category in the UI. inactive Boolean No Win-Loss Reason is Inactive NoteType This type defines a list of values that are used by the Note record to set the type of note (see Note on page 43). In the UI, this is a user defined list at Lists > Accounting > Other Lists PaymentMethod Sets whether the current category is active. Defaults to False. An inactive category cannot be used as a selection. Length internalid string No This is a required field for update, delete and get operations. name String / 25 Yes Note Type Sets the name that is displayed for selecting this category in the UI. description String / 75 No Description inactive Boolean No Inactive Sets whether the current category is active. Defaults to False. An inactive category cannot be used as a selection. Length internalid string No This is a required field for update, delete and get operations. name String / 31 Yes Payment Method creditcard Boolean No Credit Card This field allows a true or false value only. isdebitcard paypal address string Can only be set for one payment method the method associated with PayPal. testmode Boolean undepfunds Boolean No Group with Undeposited Funds account RecordRef No Account This field allows a true or false value only.

141 Other Lists 134 inactive Boolean No Inactive Sets whether the current category is active. Defaults to False. An inactive category cannot be used as a selection. isonline Boolean If set to True, this payment method can be used in web store checkouts. LeadSource Length LeadSource defines a list of values that are used by the Customer record to set the source of the lead for this customer such as and Ad or website referral (see Customer on page 10). In the UI, this is a user defined list at Lists > Accounting > Other Lists Length internalid string No This is a required field for update, delete and get operations. name String / 40 Yes Name Sets the name that is displayed for selecting this category in the UI. description String / 75 No Description inactive Boolean No Inactive Sets whether the current category is active. Defaults to False. An inactive category cannot be used as a selection.

142 Chapter 15 Custom Records Usage Notes Custom Records are entry forms based on existing record types but customized to include fields for gathering information specific to the needs of your business. Use the Custom Record to define records to emulate existing custom records. The Custom record is defined in the setupcustom (Customization) XSD. Supported Operations The following operations can be used to manipulate custom records. add addlist update updatelist delete deletelist get getlist searchnext search searchmore Note: Currently we do NOT support the store values option on custom records. Working with References When referencing custom records, you may need a separate CustomRecordRef type and a RecordRef type. RecordRef and CustomRecordRef both descend from BaseRef. They are most prominently used in get(), and that is why they have a type attribute. CustomRecordRef has a typeid to indicate which kind of CustomRecord it is. Therefore, you can NOT get a CustomRecord by setting the RecordRef.type to customrecord on add you must use CustomRecordRef to specify the kind of CustomRecord.

143 Custom Records 136 Note: For a list of the possible typeids (or record internalids), refer to Record Internal IDs on page 4. CustomRecord descends from Record, just like Customer or Opportunity. This is what you submit to add() and it is what is returned through search(). CustomRecord uses a RecordRef() to store it's type information. Java Example To add a CustomRecord CustomRecord mycr = new CustomRecord(); RecordRef rt = new RecordRef(); rt.setname("authors"); rt.setid("3"); // This indicates a typeid of 3 and corresponds to the Authors CustomRecord type mycr.setrectype(rt); mycr.setname("ernest Hemmingway"); // This is what will show up in List-> CustomRecords->Authors under Name mycr.setcustomfieldlist(mycfl); // An already filled out CustomField List WriteResponse wr = port.add(mycr); Note that settypeid is not submitted since this is the internal ID returned by the response, just like for normal records. To get a CustomRecord: CustomRecordRef mycrr = new CustomRecordRef(); mycrr.setkey("1200"); // The key we got back mycrr.settypeid("3"); // For Authors mycrr.settype(recordtype.customrecord); ReadResponse rr = port.get(mycrr);.net Example To add a CustomRecord CustomRecord mycr = new CustomRecord(); RecordRef rt = new RecordRef(); rt.name = "Authors"; // This indicates a typeid of 3 and corresponds to the Authors CustomRecord type rt.internalid = "3"; customrecord.rectype = rt; // This is what will show up in List->CustomRecords->Authors under Name customrecord.name = "Ernest Hemingway"; customrecord.customfieldlist = mycfl; // An already filled out CustomField List WriteResponse wr = port.add(customrecord); To get a CustomRecord: CustomRecordRef mycrr = new CustomRecordRef(); mycrr.internalid = "1200"; // The key we got back mycrr.typeid = "3"; // For Authors ReadResponse rr = _service.get(mycrr); The following field definitions are available for working with custom records.

144 Custom Records 137 Record Fields The fields defined below are used to add, update and get information in an custom record. CustomRecord Length internalid string N This is a required field for update, delete and get operations. References the specific instance of the custom record type. To find the internal ID for a given instance of a custom record type, go to Setup > Customization > Record Types and select the desired custom record type in the List column. Mouse over the View link next to the desired instance of the record. The internal ID value is displayed in the URL. For example, custrecordentry.nl?rectype=35&id=1 rectype RecordRef Y/N References a custom record type already defined in your account. Required for all operations except a delete. To find the rectype for a given custom record type in the UI, go to Setup > Customization > Record Types and mouse over the desired record type in the List column. The rectype value is displayed in the URL. For example, custrecordentry.nl?rectype=35&id=1 customform RecordRef Y/N None References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customform value. Also, if defaults are off, then customform is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms. name String / 30 N Name owner RecordRef N Owner References an entity record that already exists in your account. created DateTime Y None: Hidden lastmodified DateTime N None: Hidden When adding a record, this field defaults to the current system date and time. This field can be overwritten but, if not, the default value is set regardless of any use default settings. This is a read only field. When updating a record, this field defaults to the current system date and time.

145 Custom Records 138 Length isinactive Boolean N Record is Inactive Search Record Fields The fields defined below are used to search information in custom records. CustomRecordSearch This field allows a true or false value only. customfieldlist List N See CustomFieldList on page 4. Search XSD Type Mapping ID SearchIntField ID rectype RecordRef availableoffline SearchBooleanField isinactive SearchBooleanField Inactive created SearchDateField Date Created lastmodified SearchDateField Last Modified lastmodifiedby SearchMultiSelectField name SearchString owner SearchMultiSelectField Owner customfieldlist SearchCustomFieldList Sample Code The following code retrieves the entire custom list for list with internal ID of 1. CustomRecordSearch customrecordsearch = new CustomRecordSearch(); RecordRef recordref = new RecordRef(); recordref.setinternalid("1"); customrecordsearch.setrectype(recordref); SearchResult result = port.search(customrecordsearch);

146 Country and State Enumerations The following Country Enumerations and State Enumerations tables list Countries and States as defined in NetSuite drop-down lists and the corresponding enumeration to be used when populating these fields in Web services requests. Note: As a general rule, enumerations are simply camel-cased concatenations of the Country name as defined in the NetSuite UI. Country Enumerations The Country Codes listed here are the ISO compliant country code string values returned when performing a search operation on entity records whereas the Schema Enumeration is the cooresponding value used during a request. Country Schema Enumeration Country Code Afghanistan _afghanistan AF Albania _albania AL Algeria _algeria DZ American Samoa _americansamoa AS Andorra _andorra AD Angola _angola AO Anguilla _anguilla AI Antarctica _antarctica AQ Antigua and Barbuda _antiguaandbarbuda AG Argentina _argentina AR Armenia _armenia AM Aruba _aruba AW Austrailia _australia AU Austria _austria AT Azerbaijan _azerbaijan AZ Bahamas _bahamas BS Bahrain _bahrain BH Bangladesh _bangladesh BD Barbados _barbados BB Belarus _belarus BY Belgium _belgium BE

147 Country Enumerations 140 Country Schema Enumeration Country Code Belize _belize BZ Benin _benin BJ Bermuda _bermuda BM Bhutan _bhutan BT Bolivia _bolivia BO Bosnia and Herzegobina _bosniaandherzegovina BA Botswana _botswana BW Bouvet Island _bouvetisland BV Brazil _brazil BR British Indian Ocean Territory _britishindianoceanterritory IO Brunei Darussalam _bruneidarussalam BN Bulgaria _bulgaria BG Burkina Faso _burkinafaso BF Burundi _burundi BI Cambodia _cambodia KH Cameroon _cameroon CM Canada _canada CA Cap Verde _capverde CV Cayman Islands _caymanislands KY Central African Republic _centralafricanrepublic CF Chad _chad TD Chile _chile CL China _china CN Christmas Island _christmasisland CX Cocos (Keeling) Islands _cocoskeelingislands CC Colombia _colombia CO Comoros _comoros KM Congo, Democratic People s Republic _congodemocraticpeoplesrepublic CD Congo, Republic of _congorepublicof CG Cook Islands _cookislands CK Costa Rica _costarica CR Cote d Ivoire _cotedivoire CI Croatia/Hrvatska _croatiahrvatska HR Cuba _cuba CU Cyprus _cyprus CY Czech Republic _czechrepublic CZ

148 Country Enumerations 141 Country Schema Enumeration Country Code Denmark _denmark DK Djibouti _djibouti DJ Domenica _dominica DM Dominican Republic _dominicanrepublic DO East Timor _easttimor TP Ecuador _ecuador EC Egypt _egypt EG El Salvador _elsalvador SV Equatorial Guinea _equatorialguinea GQ Eritrea _eritrea ER Estonia _estonia EE Ethiopia _ethiopia ET Falkland Islands (Malvina) _falklandislandsmalvina FK Faroe Islands _faroeislands FO Fiji _fiji FJ Finland _finland FI France _france FR French Guiana _frenchguiana GF French Polynesia _frenchpolynesia PF French Southern Territories _frenchsouthernterritories TF Gabon _gabon GA Gambia _gambia GM Georgia _georgia GE Germany _germany DE Ghana _ghana GH Gibraltar _gibraltar GI Greece _greece GR Greenland _greenland GL Grenada _grenada GD Guadeloupe _guadeloupe GP Guam _guam GU Guatemala _guatemala GT Guernsey _guernsey GG Guinea _guinea GN Guinea-Bissau _guineabissau GW Guyana _guyana GY

149 Country Enumerations 142 Country Schema Enumeration Country Code Haiti _haiti HT Heard and McDonald Is. _heardandmcdonaldislands HM Holy See (City Vatican State) _holyseecityvaticanstate VA Honduras _honduras HN Hong Kong _hongkong HK Hungary _hungary HU Iceland _iceland IS India _india IN Indonesia _indonesia ID Iran, Islamic Republic of _iranislamicrepublicof IR Iraq _iraq IQ Ireland _ireland IE Isle of Man _isleofman IM Israel _israel IL Italy _italy IT Jamaica _jamaica JM Japan _japan JP Jersey _jersey JE Jordan _jordan JO Kazakhstan _kazakhstan KZ Kenya _kenya KE Kiribati _kiribati KI Korea, Democratic People s Republic _koreademocraticpeoplesrepublic KP Korea, Republic of _korearepublicof KR Kuwait _kuwait KW Krgyzstan _kyrgyzstan KG Lao, People s Democratic Republic _laopeoplesdemocraticrepublic LA Latvia _latvia LV Lebanon _lebanon LB Lesotho _lesotho LS Liberia _liberia LR Libyan Arab Jamahiriya _libyanarabjamahiriya LY Liechtenstein _liechtenstein LI Lithuania _lithuania LT Luxembourg _luxembourg LU Macau _macau MO

150 Country Enumerations 143 Country Schema Enumeration Country Code Macedonia _macedonia MK Madagascar _madagascar MG Malawi _malawi MW Malaysia _malaysia MY Maldives _maldives MV Mali _mali ML Malta _malta MT Marshall Islands _marshallislands MH Martinique _martinique MQ Mauritania _mauritania MR Mauritius _mauritius MU Mayotte _mayotte YT Mexico _mexico MX Micronesia, Federal State of _micronesiafederalstateof FM Moldova, Republic of _moldovarepublicof MD Monaco _monaco MC Mongolia _mongolia MN Montserrat _montserrat MS Morocco _morocco MA Mozambique _mozambique MZ Myanmar _myanmar MM Namibia _namibia NA Nauru _nauru NR Nepal _nepal NP Netherlands _netherlands NL Netherlands Antilles _netherlandsantilles AN New Caledonia _newcaledonia NC New Zealand _newzealand NZ Nicaragua _nicaragua NI Niger _niger NE Nigeria _nigeria NG Niue _niue NU Norfolk Island _norfolkisland NF Northern Mariana Islands _northernmarianaislands MP Norway _norway NO Oman _oman OM

151 Country Enumerations 144 Country Schema Enumeration Country Code Pakistan _pakistan PK Palau _palau PW Palestinian Territories _palestinianterritories PS Panama _panama PA Papua New Guinea _papuanewguinea PG Paraguay _paraguay PY Peru _peru PE Philppines _philippines PH Pitcairn Island _pitcairnisland PN Poland _poland PL Portugal _portugal PT Puerto Rico _puertorico PR Qatar _qatar QA Reunion Island _reunionisland RE Romania _romania RO Russian Federation _russianfederation RU Rwanda _rwanda RW Saint Kitts and Nevis _saintkittsandnevis KN Saint Lucia _saintlucia LC Saint Vincent and the Grenadines _saintvincentandthegrenadines VC San Marino _sanmarino SM Sao Tome and Principe _saotomeandprincipe ST Saudi Arabia _saudiarabia SA Senegal _senegal SN Serbia And Montenegro _serbiaandmontenegro CS Seychelles _seychelles SC Sierra Leone _sierraleone SL Singapore _singapore SG Slovak Republic _slovakrepublic SK Slovenia _slovenia SI Solomon Islands _solomonislands SB Somalia _somalia SO South Africa _southafrica ZA South Georgia _southgeorgia GS Spain _spain ES Sri Lanka _srilanka LK

152 Country Enumerations 145 Country Schema Enumeration Country Code St. Helena _sthelena SH St. Pierre and Miquelon _stpierreandmiquelon PM Sudan _sudan SD Suriname _suriname SR Svalbard and Jan Mayen Islands _svalbardandjanmayenislands SJ Swaziland _swaziland SZ Sweden _sweden SE Switzerland _switzerland CH Syrian Arab Republic _syrianarabrepublic SY Taiwan _taiwan TW Tajikistan _tajikistan TJ Tanzania _tanzania TZ Thailand _thailand TH Togo _togo TG Tokelau _tokelau TK Tonga _tonga TO Trinidad and Tobago _trinidadandtobago TT Tunisia _tunisia TN Turkey _turkey TR Turkmenistan _turkmenistan TM Turks and Ciacos Islands _turksandciacosislands TC Tuvalu _tuvalu TV Uganda _uganda UG Ukraine _ukraine UA United Arab Emirates _unitedarabemirates AE United Kingdom _unitedkingdom UK United Kingdom (GB) _unitedkingdomgb GB United States _unitedstates US Uruguay _uruguay UY US Minor Outlying Islands _usminoroutlyingislands UM Uzbekistan _uzbekistan UZ Vanuatu _vanuatu VU Venezuela _venezuela VE Vietnam _vietnam VN Virgin Islands, British _virginislandsbritish VG Virgin Islands, USA _virginislandsusa VI

153 State Enumerations 146 Country Schema Enumeration Country Code Wallis and Futuna Islands _wallisandfutunaislands WF Western Sahara _westernsahara EH Western Samoa _westernsamoa WS Yemen _yemen YE Yugoslavia _yugoslavia YU Zambia _zambia ZM Zimbabwe _zimbabwe ZW State Enumerations State Schema Enumeration State Abbreviation Enumeration Alabama _alabama _al Alaska _alaska _ak Alberta _alberta _ab Arizona _arizona _ar Arkansas _arkansas _az British Columbia _britishcolumbia _bc California _california _ca Colorado _colorado _co Connecticut _connecticut _ct Delaware _delaware _de District of Columbia _districtofcolumbia _dc Florida _florida _fl Georgia _georgia _ga Hawaii _hawaii _hi Idaho _idaho _id Illinois _illinois _il Indiana _indiana _in Iowa _iowa _ia Kansas _kansas _ks Kentucky _kentucky _ky Louisiana _louisiana _la Maine _maine _me Manitoba _manitoba _mb Maryland _maryland _md Massachusetts _massachusetts _ma

154 State Enumerations 147 State Schema Enumeration State Abbreviation Enumeration Michigan _michigan _mi Minnesota _minnesota _mn Mississippi _mississippi _ms Missouri _missouri _mo Montana _montana _mt Nebraska _nebraska _ne Nevada _nevada _nv New Brunswick _newbrunswick _nb New Hampshire _newhampshire _nh New Jersey _newjersey _nj New Mexico _newmexico _nm New York _newyork _ny Newfoundland _newfoundland _nf North Carolina _northcarolina _nc North Dakota _northdakota _nd North West Territories _northwestterritories _nt Nova Scotia _novascotia _ns Nunavut _nunavut _nu Ohio _ohio _oh Oklahoma _oklahoma _ok Ontario _ontario _on Oregon _oregon _or Pennsylvania _pennsylvania _pa Prince Edward Island _princeedwardisland _pe Puertorico _puertorico _pr Quebec _quebec _qc Rhode Island _rhodeisland _ri Saskatchewan _saskatchewan _sk South Carolina _southcarolina _sc South Dakota _southdakota _sd Tennessee _tennessee _tn Texas _texas _tx Utah _utah _ut Vermont _vermont _vt Virginia _virginia _va Washington _washington _wa

155 State Enumerations 148 State Schema Enumeration State Abbreviation Enumeration West Virginia _westvirginia _wv Wisconsin _wisconsin _wi Wyoming _wyoming _wy Yukon _yukon _yt

156 Index A Activities associating messages 37 Attachments 36 B bcc, messages 37 Business Records 2 C Case Record 58 cc, messages 37 Contact Category List 131 Contact Record 20 addressbooklist 24 categorylist 24 companylist 25 Custom Fields mandatory 4 Custom Forms 6 Custom Record 135 Customer Category List 132 Customer Record 8 addressbooklist 15 and stages 9 creditcardslist 15 status IDs 18 CustomFieldList 4 D datecreated Field 6 Default Values 6 E and bcc/cc for messages 37 attachments 36 Event Record 48 recurrence 49 F Field Lengths 5 File Cabinet uploading images 6 Forecasting, and opportunities 66 H Hidden Fields 6 I IDs and record types 4 and shared 5 for customer status 18 Images 6 Item Lists and opportunities 67 L Lead 9 Lead Source List 134 Lists 130 contactcategory 131 customercategory 132 leadsource 134 notetype 133 pricelevel 132 user defined 7 winlossreason 132 Logical types 2 M Message Record 36 N Note Record 42 Note Type List 133 O Opportunity Record 65 and item lists 67 associating messages 37

157 projected totals 66 rangehigh/rangelow 66 Ordering, and tasks 55 Other Lists Record 130 P Price Level List 132 Prospect 9 R Range High 66 Range Low 66 Record Type IDs 4 Recurrence 49 Required Fields 6 and custom fields 4 and errors 5 S Search Records 3 Series, in events 49 Stages 9 String Limitations 5 Supported Records customer 8 System IDs 5 T Task Record 54 ordering 55 Tasks associating messages 37 W Win Loss Reason List 132