WBS (Opportunity)

When enabled, a link to a NetSuite opportunity exports to an OpenAir project and displays in a custom field on project properties. OpenAir work breakdown structure information can be added and transfers to items on the NetSuite opportunity.

Important:

This workflow is mutually exclusive with NS OpenAir project to NetSuite opportunity integration. See Enable OpenAir project to NetSuite opportunity integration.

Note:

This box cannot be cleared if the WBS (Opportunity) export workflow is listed on the Mapping tab on the main NetSuite Connector page. To disable this workflow, first delete it in Administration > NetSuite Connector > Mapping.

Important:

If this option is enabled, NetSuite Connector uses software logic associated with the Project form to save changes in OpenAir when importing project records from NetSuite to OpenAir. This has the following consequences:

• Form scripts associated with the Project form and triggered by an “On submit”, “Before save”, or “After save” event in OpenAir will run for all imported project records. This will impact the performance of your integration runs and may result in errors related to scripting governance limits. You may be able to reduce the performance impact by setting a dedicated integration user and making sure the script do not run if the dedicated integration user executes the script.

• Form validation in OpenAir will be enforced for all imported project records. A required field with no value or form permission may prevent imported records to be saved in OpenAir. NetSuite Connector will log an error for each imported record that fails to save in OpenAir.