Fetching a record pulls in the information from one record or a list of specific records from NetSuite into the SmartClient for quick editing or reference. You must know a record’s NetSuite internal ID in order to retrieve it using the Fetch function. It’s a good idea to turn on the Show Internal IDs preference in your NetSuite account to help you locate these numbers. You can do this in NetSuite at Home > Set Preferences on the General subtab.
To fetch records from NetSuite:
- In the SmartClient Toolbar, click the Get Records button.
- In the Get Records popup, enter the internal IDs you want to open in the SmartClient, separated by commas.
- In the template box, either check the box next to an existing template to determine which information from the record(s) should show, or click Create New to build a new template.For more information on creating and editing templates, see Adding or Editing a Template. For more information on importing templates, see Importing a Template.
- Click Ok.
When you click the Ok button, the SmartClient connects with your NetSuite account and brings your requested data into the table. If any records were not found, a status window in the SmartClient informs you how many records were not retreived and provides an error message. To avoid losing this popup, do not click away from the SmartClient.