Linking datasets for even more flexibility

In the latest versions of NetSuite, we can now also link any two datasets, which gives us even more options for working with disparate sets of data. For instance, say you have a custom record listing warranties and a set of sales orders that those warranties are tied to in a one warranty for many sales orders relationship. Natively, NetSuite won’t let you choose fields from the warranty list for your sales order datasets, but you can create linked datasets instead. Create one for the sales orders and one for the warranties, and then find a common field on both types that will allow NetSuite to link them for reports. When you create outputs for linked datasets, you can’t create a table-style report but you can create pivot tables or charts.

You might be wondering, what should we do when a client needs to routinely pull data out of the system, for use in a data warehouse or some other external application? In the next section...