Name: Generate Netsuite Template
Author: clenisa

Purpose

Creates a blank upload template (XLSX or CSV) pre-populated with valid account codes, account names, and program mappings from ReturnPro's dimension tables. This saves time when preparing NetSuite data for staging upload — instead of manually looking up codes, Carlos gets a ready-to-fill template with all valid FK references.

Inputs

month (required): Target month as YYYY-MM for the template header/period column.
format (optional): Output format — xlsx (default) or csv.
output (optional): File path to save the template. Default: ~/Downloads/returnpro-data/netsuite-template-{YYYY-MM}.{ext}
programs (optional): Comma-separated program name substrings to include. Default: all active programs.

Steps

Call lib/returnpro/templates.ts::generateNetsuiteTemplate(month, options?) to build the template
Fetch all active accounts from (account_code, account_name)

Purpose

Inputs

month (required): Target month as YYYY-MM for the template header/period column.
format (optional): Output format — xlsx (default) or csv.
output (optional): File path to save the template. Default: ~/Downloads/returnpro-data/netsuite-template-{YYYY-MM}.{ext}
programs (optional): Comma-separated program name substrings to include. Default: all active programs.

Steps

Call lib/returnpro/templates.ts::generateNetsuiteTemplate(month, options?) to build the template
Fetch all active accounts from (account_code, account_name)

Generate Netsuite Template

Purpose

Inputs

Steps

Generate Netsuite Template

Purpose

Inputs

Steps

Output

CLI Usage

Environment

Tables Touched

Status

Notion

Prose

Coding Agent (bash-first)

Continuous Learning

Security Review

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