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Updating Custom Segments using SmartClient

With Aug’2017 release, SmartClient Enterprise/Personal Editions now support update and creation of records with Custom Segments.

Follow the instructions below and reference this short video for detailed process:

 

The first step to updating NetSuite records with Custom Segments from SmartClient is to include the corresponding fields in your Templates. Typically fields can be added into your template by using the SmartClient task pane template builder however, due to a NetSuite limitation the Custom Segment fields will not appear in the template builder and need to be added directly to your table following the process below 

  1. Manually edit the SmartClient table in the excel sheet, and insert a column that will contain the Custom Segment values.
  2. The field names in Row 2 can be changed to anything user friendly. Be creative, there is no relation between this name and the NetSuite mapping.
  3. Edit the cell in Row 1 of the new Column to associate it with the desired Custom Segment’s Field ID* as shown below. Get a head start by copying the value from another field in Row 1 and then edit it to map to the Custom Segment’s internalID.
    Note: Please keep the structure of the field mapping formula intact and replace only the field names as indicated below. Any incorrect change in the formula structure will remove the mapping between NetSuite field and Excel Column and will break the upload/download actions.
    • To determine the proper format for the Field ID above first determine if your Custom Segment is at the header level or the line level (if you reference your custom segment as a custom column, ie one for every row of a transaction, it is line level).
      • If at the line level then use this format in Row 1
        • (=T(N("JournalEntry.lineList.line.custcol.yoursgmentname)
        • To indicate it is a custom column field you must add the text custcol after line and before your custom segment field name.
        • Example: if you custom segment name was democustomsegm then the correct format would be
          =T(N("JournalEntry.lineList.line.custcol_cseg_democustomsegm"))
      • If at the header level then use this format in Row 1
        • =T(N("JournalEntry.custbody_yoursegmentname"))
        • To indicate it is a custom body field you must add the text custbody after the record name and before your custom segment field name.
        • Example: If you custom segment name was democustomsegm then the correct format would be=T(N("JournalEntry.custbody_cseg_democustomsegm"))

Example of Custom Column Segment Field Definition

column_cust_seg.jpg

 

Example of Custom Body Segment Field Definition

body_cust_seg.jpg

* TIP - to locate the Field ID of a header level field in NetSuite navigate to the record you are working with in NetSuite (Sales Order, Journal Entry, etc.) and click on the field name. The Field ID will be displayed at the bottom right.

field_id.jpg

If you don’t see Field ID’s  you must enable ‘Show internaID’s in your NetSuite account. 

 

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