Actions979
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Estimate → Insert record
AI-generatedSummary
Create a new Estimate record in NetSuite using the REST API, feeding required data such as customer, items, dates and status, and optionally other fields and custom data.
Inputs
- isDebugMode — Whether to include full request and response info in the output.
- entity (required) — Customer or entity for the estimate, specified by internal ID or external ID.
- item (required) — List of item lines, each with internal/external ID, quantity, rate, and any optional subfields such as department, class, location.
- tranDate — Date of the estimate (defaults to today).
- status — Status of the estimate (A–Approved, B–Awaiting Approval, C–Rejected, V–Void, X–Draft).
- currency — Currency for the estimate, specified by internal or external ID.
- total — Total amount for the estimate (NetSuite calculates if omitted).
- discountAmount — Amount discounted on the estimate.
- dueDate — Expiration date of the estimate.
- email — Email address to send the estimate to.
- customForm — Custom form settings for the estimate.
- customFields — Collection of custom field names and values to attach to the estimate.
- additionalFields — Nested additional fields such as accounting book detail, billing address, shipping address, message, and various flags.
Output shape
a single record object representing the created Estimate (including the internal ID, external ID, tranId, and other returned fields).
If "isDebugMode" is enabled, the output also contains the full HTTP request and response bodies for debugging. Errors are returned as standard n8n error objects.
Examples
Example 1: Create a simple estimate for a customer with a single item and default values
entity: internal ID 123, item: [{item: {id: '456'}, quantity: 2, rate: 100}], tranDate: today, status: Draft, currency: USD, email: user@example.com, toBeEmailed: true
Example 2: Create an estimate with custom fields and debug mode
entity: customer 789, item: [{item:{id:'890'},quantity:1,rate:50}], customFields: [{fieldName:'CustomField1',fieldType:'string',value:'Test'}], isDebugMode:true
Example 3: Create an estimate using an advanced item list with pricing schedule and custom form
entity: external ID 'CUST001', item: [{item:{id:'ITEM001'}, quantity:5, rate:200, price:{id:'PRICE1'}, schedule:{id:'SCHED1'}}], customForm:{id:'102'}, status:'A'}