2 Before You Install the Recipe

You must perform the following configuration tasks on your Oracle NetSuite and QuickBooks instances in order to successfully connect to these external systems using Oracle Integration and create sales receipts for invoices.

Configure Oracle NetSuite

To successfully connect to Oracle NetSuite using Oracle Integration, you must perform certain general configurations on your Oracle NetSuite instance and some configurations specific to the security policy you’ll use to access. In this recipe, you’ll use the token-based authentication (TBA) security policy.

Log in to your Oracle NetSuite instance as an Administrator and execute the following tasks.

1. Perform the general configurations necessary to connect to Oracle NetSuite. See Enable Features on Oracle NetSuite and Assemble the Oracle NetSuite WSDL URL.
2. Perform the TBA-related configuration tasks. See Prerequisites for the Token-Based Authentication Security Policy.

   Grant the following permissions to the role you'll create in this step.

   Tab Name	Permission	Level
   List	Inventory	Full
   List	Customers	Full
   List	Subsidiaries	Full
   List	Items	Full
   List	Invoice	Full
   Setup	User Access Tokens	Full
   Setup	Log in using Access Tokens	Full
   Setup	SOAP Web Services	Full

3. Create a custom field for invoice in your Oracle NetSuite instance. See Creating Custom Transaction Body Fields.
   • Specify the value for Label as QuickBookSyncStatus.
   • Check the SALE box in the Applies To section.
   • Check the Main box in the Display section.
   • From the Save drop-down list, select Save & Apply to Forms.
4. Create a custom field for customer in your Oracle NetSuite instance. See Creating Custom Entity Fields.
   • Specify the value for Label as QBCustomerId.
   • Check the SALE box in the Applies To section.
   • Check the Main box in the Display section.
   • From the Save drop-down list, select Save & Apply to Forms.
   Similarly, create custom fields for item named QuickBookItemId, QuickBookItemName.
5. Configure saved search.
   1. Go to List, click Search and select Saved Searches.
   2. Create a new search or use an existing saved search based on your business use case. See Defining Saved Search.
   3. In the new saved search, select Invoice as record type.
   4. Specify the search title and configure a search criteria that matches the following conditions: QuickBookSyncStatus is empty, Type is Invoice, and Main Line is True.
      See Advanced Search Criteria Filters.
   5. Click Submit.

Configure QuickBooks

To access the QuickBooks instance from Oracle Integration, you’ll need to create a user account for Oracle Integration on QuickBooks and make a few other configurations. See Prerequisites for Creating a Connection.