How to Copy Default Vendor Bill Lines from Sandbox to Production

To copy Default Vendor Bill Lines (DVB) from Sandbox to Production, you must use the standard NetSuite CSV Import utility. Unlike "Transaction Line Defaults" which are used for keyword-based matching, DVB records are typically used to define a static set of lines that should always be added to a bill for a specific vendor.

1. Identify the Records to Export

ZoneCapture uses a parent-child relationship for these records. You must export both to capture the line details and any custom segments:

• Parent Record: Default Vendor Bill Lines (Script ID: customrecord_ff_sc_default_vb_lines)

  • Key fields: Name, Vendor, Subsidiary.

• Child Record: S&C Default VB Lines Additional Value (Script ID: customrecord_ff_sc_def_vb_lines_add_val)

  • Key fields: Parent (the DVB record), Field (e.g., Item, Account, Custom Segment), and Value.

2. Export Process (Sandbox)

1. Create a Saved Search on the Default Vendor Bill Lines record.

2. Join the Child Record: In the Results tab, add fields from the S&C Default VB Lines Additional Value sublist.

3. Export to CSV: Use Names or External IDs for all related records (Vendors, Items, Accounts, Subsidiaries) to ensure they map correctly in Production.

3. Upload Process (Production)

You must perform the import in two steps to maintain the relationship.

Step A: Import Parent Records

1. Navigate to Setup > Import/Export > Import CSV Records.

2. Import Type: Custom Records | Record Type: Default Vendor Bill Lines.

3. Upload your parent CSV and map the fields.

Step B: Import Child Records (Line Details & Segments)

1. Import Type: Custom Records | Record Type: S&C Default VB Lines Additional Value.

2. Known Issue (SC-1962): The "Value" field on this record is often restricted from CSV mapping because it is dynamically controlled in the UI.

   • Workaround: If the "Value" field is greyed out during mapping, you will need to use a Mass Update or a SuiteScript to populate these values in bulk after the records are created in Production.

Summary of Records