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FAQ: Working with Matrix Items in CloudExtend Excel Data Management for NetSuite
FAQ: Working with Matrix Items in CloudExtend Excel Data Management for NetSuite

XLNS | Learn more about working with matrix items

Updated today

This article covers creating/updating matrix items as well as referencing them in transactions.

Creating and Updating Matrix Items

  • Creating matrix items
    Creating matrix items is a unique feature of the NetSuite UI and is not possible with CloudExtend Excel for NetSuite

  • Updating matrix items
    It is possible to edit standard and custom fields for matrix items in the same way you edit them for standard inventory items. Simply create an item template (inventory or non-inventory), load the items via data filter, saved search, or refresh, and then make changes to the fields. When complete push the data back to NetSuite via update.

  • What's not possible?
    Note, at present, the below limitations are known. Our product is evolving fast so be sure to check back.
    - It is not possible to edit matrix-level fields such as color, size, etc.

Using Matrix Items on Transactions

When adding a matrix item to a transaction simply add the child item, ie if you are selling a blue sweatshirt you would add the actual child item to the transaction, ie sweatshirt-blue.
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