How to bulk export all PDF’s from NetSuite

Hi

Is anyone aware of how to do a bulk full export of all PDF’s from NetSuite? 

Rookie Asked on March 1, 2023 in How To's.
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4 Answer(s)

You need to be more specific with your question.
You want to download them?

Send to an an API endpoint?

Send to an sFTP server?

All PDFs”  –
every PDF ever generated in the filecabinet?

PDFS for a certain timeframe?

PDFs  that would be generated on a transaction if you pressed print?

What about tomorrow when more PDF’s are in the filecabinet

etc etc etc

More details are required.

Beginner Answered on March 1, 2023.
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We want to export all Customer and Vendor PDF invoices from NetSuite and save down internally. 

I can do this by Transactions > Print cheques and forms however this gives it to me all in bulk.

Is anyone aware of how to do this efficiently without going in and saving down one by one.

Rookie Answered on March 1, 2023.
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The exportPDFInvoices() function defines a search to find all Customer and Vendor PDF invoices in NetSuite. It then loops through the search results and saves down each PDF file internally. You can schedule this script to run automatically on a recurring basis using the NetSuite Scheduled Script feature.

Note that you will need to replace the 123 placeholder in the script with the internal ID of the folder where you want to save the files.

 

/**
* The main function that exports and saves down PDF invoices.
*/
function exportPDFInvoices() {
// Define the search filters to find invoices
var filters = [
search.createFilter({
name: ‘mainline’,
operator: search.Operator.IS,
values: [‘T’]
}),
search.createFilter({
name: ‘type’,
operator: search.Operator.ANYOF,
values: [‘CustInvc’, ‘VendBill’]
})
];

// Define the search columns to retrieve
var columns = [
search.createColumn({
name: ‘tranid’
}),
search.createColumn({
name: ‘tranid’,
join: ‘customer’
}),
search.createColumn({
name: ‘tranid’,
join: ‘vendor’
}),
search.createColumn({
name: ‘transactionnumber’
}),
search.createColumn({
name: ‘pdftransaction’,
join: ‘file’
})
];

// Create the search object and run the search
var searchObj = search.create({
type: search.Type.TRANSACTION,
filters: filters,
columns: columns
});
var searchResult = searchObj.run().getRange({
start: 0,
end: 1000
});

// Loop through the search results and save each PDF file
for (var i = 0; i < searchResult.length; i++) {
var result = searchResult[i];

// Get the transaction ID, customer name, vendor name, and PDF file object
var transactionId = result.getValue(‘tranid’);
var customerName = result.getText(‘customer’);
var vendorName = result.getText(‘vendor’);
var pdfFile = result.getValue({
name: ‘pdftransaction’,
join: ‘file’
});

// Save down the PDF file internally
if (pdfFile) {
var fileObj = file.load({
id: pdfFile
});
fileObj.name = transactionId + ‘.pdf’;
fileObj.folder = 123; // Replace with the internal ID of the folder where you want to save the files
fileObj.save();
}
}
}

Rookie Answered on March 2, 2023.

This script just moves and renames existing attached PDFs.

on March 2, 2023.
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You need to provide more info about what you are trying to do.

for instance I just did something similar — I work with a network of clinics who use Netsuite. It’s tax time so the clinics are receiving patient requests for copies (pdfs) of all their transactions.

I wrote a Suitelet that allows clinic staff to show and filter a list of patient transactions and download or email those transactions’ pdfs

So that’s a use case.

Yours so far is to get all transactions.  If all, unfiltered transaction pdfs is really what you need then you also need to be aware that transactions can change.
How will you handle that? Would you want to download or export transactions after the period closes? Does this need to be on demand? Can you export them as they are changed? What about custom templates that pull customer or other record data? Do you need to account for those changes?

Rookie Answered on March 2, 2023.
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