Registering Oracle NetSuite Applications

You register Oracle NetSuite as an application type of "data source" and then import Oracle NetSuite saved searches. During the import, the system loads the Oracle NetSuite saved searched results. After the import, an application record is created for each Oracle NetSuite saved search results under the user name registered in the Oracle NetSuite source system.

To define the Oracle NetSuite connection and import the Oracle NetSuite applications:

  1. From the Data Integration home page, and then Actions, select Applications.

  2. On the Applications page, click Image shows the Add button. (Add icon).

  3. From Category, select Data Source.

  4. From Type, select Netsuite.

    Image shows the Create Applications page.

  5. From Connection, select Netsuite.

    The connection step provides the connection to Oracle NetSuite and imports the Oracle NetSuite applications. Later if you want to add an application with a prefix, you can select from drop down and add it.

    For more information about setting up an Oracle NetSuite source system and connections, see Configuring a NSPB Sync SuiteApp Connector for Token-based Authorizations to NetSuite.

  6. From Application, select the name of the NSPB Sync SuiteApp saved Search.

    Metadata saved searches includes "Metadata" in the saved search name, and Data saved searches includes "Data" in the saved search name.

  7. Optional: In Prefix, specify a prefix to make the application name unique.

    The prefix is concatenated with the application name to form a unique application name. For example, if you want to name an application with the same name as an existing one, you can assign your initials as the prefix.
  8. Click Import Applications to register the application and initialize the Oracle NetSuite applications.

    Oracle NetSuite Searches results are registered with an application type of "data source." During the initialization, the system creates the data source automatically based on the available Saved Searches results under the user name registered in the Oracle NetSuite source system.

    NSPB Sync SuiteApp Saved Searches may include:

    Saved Search Name ID Type

    PBCS All Posting Transactions Last Period

     

    Summary

    PBCS All Posting Transactions Last Period

     

    Detail

    PBCS All Posting Transactions Last Period—Trial Balance

     

    Trial Balance

    PBCS - Transaction Summary

    customsearch_nspbcs_all_transactions_sum

    Transaction

    PBCS - Transaction Detail

    customsearch_nspbcs_all_transactions_det

    Transaction

    PBCS - Trial Balance

    customsearch_nspbcs_trial_balance

    Transaction

    PBCS sync (Data) Income Statement Transactions [.csv]

    customsearch_pbcs_sync_is_csv

    Transaction

    PBCS sync (Data) Balance Sheet Transactions [.csv]

    customsearch_pbcs_sync_bs_csv

    Transaction

    PBCS sync (Data) Beg Balance [.csv]

    customsearch_pbcs_sync_begbal_csv

    Transaction

    PBCS sync (Data) Income Statement Transactions

    customsearch_nspbcs_sync_is

    Transaction

    PBCS sync (Data) Balance Sheet Transactions

    customsearch_nspbcs_sync_bs

    Transaction

    PBCS sync (Data) Beg Balance

    customsearch_nspbcs_sync_begbal

    Transaction

    PBCS sync (Data) Consolidated Exchange Rates

    customsearch_nspbcs_sync_fx

    Consolidated Exchange Rates

    PBCS sync (Metadata) Income Statement Accounts

    customsearch_nspbcs_sync_acct_inc_stmt

    Account

    PBCS sync (Metadata) Balance Sheet Accounts

    customsearch_nspbcs_sync_acct_bs

    Account

    PBCS sync (Metadata) Class

    customsearch_nspbcs_sync_class

    Class

    PBCS sync (Metadata) Customer

    customsearch_nspbcs_sync_cust

    Customer

    PBCS sync (Metadata) Department

    customsearch_nspbcs_sync_dept

    Department

    PBCS sync (Metadata) Item

    customsearch_nspbcs_sync_item

    Item

    PBCS sync (Metadata) Location

    customsearch_nspbcs_sync_loc

    Location

    PBCS sync (Metadata) Project

    customsearch_nspbcs_sync_prj

    Project

    PBCS sync (Metadata) Customer Project

    customsearch_nspbcs_sync_cprj

    Project

    PBCS sync (Metadata) Subsidiary

    customsearch_nspbcs_sync_sub

    Subsidiary

    PBCS sync (Metadata) Vendor

    customsearch_nspbcs_sync_vend

    Vendor

  9. Click OK.