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 synchronize items and products.

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.

In addition, you must create a NetSuite saved search. The search criterion specified in the saved search will be used to fetch the sales orders that are to be imported to Oracle ADW.

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	Currency	Full
   List	Customers	Full
   List	Subsidiaries	Full
   List	Contacts	Full
   Setup	User Access Tokens	Full
   Setup	Log in using Access Tokens	Full
   Setup	SOAP Web Services	Full

3. Configure saved search to get the inventory items that satisfy the search criterion. The items that are the output of the search result will be created as products in QuickBooks.
   1. Navigate to the New Saved Search window using any one of the following navigation options:
      • On the NetSuite home page, select Reports, then choose Saved Searches, then All Saved Searches, and then New.
      • On the NetSuite home page, select Transactions, then choose Management, then Saved Searches, and then New.
   2. On the New Saved Search window, select the object type to perform the search operation. For example, select Item.
   3. Add a title and ID for the saved search in the SEARCH TITLE and ID fields respectively.
      The title and ID for the saved search will help you in keeping track of the saved search when you want to reuse it to re-query latest data that matches the search criteria.
   4. Set the search criteria conditions. Select the Criteria tab and specify the conditions. For example, you can specify a condition to filter items with the custom field Quickbook ProductItem Id as empty.If the USE EXPRESSIONS check box is selected, you can also use additional options such as AND, OR, NOT. Also, specify the type to be Inventory.
   5. Configure the search results that are to be displayed. Select the Results tab, and in the Columns tab of the page, select the fields that you want to be displayed in the search result.
   Similarly, create another saved search for sales service items. Specify a condition to filter items with the custom field Quickbook ProductItem Id as empty, type as Service Item, and the subtype as Sales.

Configure QuickBooks

To access the QuickBooks instance from Oracle Integration and synchronize items and products, 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.