Excel Add-In for NetSuite

Build 25.0.9434

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

CData Excel Add-In for NetSuite Views

Name Description
BudgetExchangeRate Provides exchange rates applied to budget forecasts, allowing for currency conversion in financial planning in NetSuite.
ConsolidatedExchangeRate Provides consolidated exchange rates for financial reporting, supporting period-based currency conversion in NetSuite.
CustomFields Lists NetSuite custom fields with details. Supports filtering by CustomFieldType or InternalId for targeted searches.
CustomRecords Provides metadata and definitions of custom records in NetSuite, aiding in custom data management.
EnumerationValues Displays enumeration values for native NetSuite tables. Requires TableName for results. Not applicable to custom tables.
itemLocationConfiguration Contains item location settings, including inventory rules, locations, and configurations for item management in NetSuite.
MyRoles Provides a detailed list of roles assigned to the authenticated user, including cross-account access roles where applicable. Useful for auditing user permissions and role-based access control analysis in NetSuite.
PostingTransactionSummary Presents a detailed summary of posting transactions, essential for financial reporting and reconciliation tasks in NetSuite. Supports filtering by record references with '=' or 'IN' operators. NetSuite OneWorld users can convert results to a specified subsidiary using ConvertToSubsidiary.
SavedSearches Lists all saved searches within NetSuite, categorized by SearchType. Useful for understanding available search templates and their configurations.
SavedSearchRawXML Outputs the raw eXtensible Markup Language (XML) structure for a specified saved search, aiding in search customization and API integration in NetSuite.
Transactions Provides a comprehensive view of all transactions recorded in NetSuite, useful for auditing, reporting, and data analysis.

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Build 25.0.9434