1. NetSuite Integration
  2. Configuring OpenAir for the Integration
  3. NetSuite Connector Administration Settings
  4. Additional integrations
  5. Enable OpenAir project to NetSuite opportunity integration

Enable OpenAir project to NetSuite opportunity integration

An opportunity is associated with a project in NetSuite. That association is made either manually or by a custom workflow and scripting per the customer's business process. The opportunity should be populated in the list custom field created by the integration bundle; in the custentity_oa_opportunity_id custom field.

When this integration point is enabled in OpenAir, the integration will pull the project into OpenAir.

If the NetSuite project is associated with a NetSuite opportunity, the OpenAir project custom field netsuite_project_opportunity_id will have the internal ID of the NetSuite opportunity.

Any user with the proper permissions can create/update the OpenAir project's work breakdown structure.

When ready, a user with the user-level permission “The user can update a NetSuite opportunity from a project work breakdown structure” will see a new link in the tips of the project task list or outline view. The link is not available on the Gantt chart view. The link is called “Update the NetSuite opportunity line items”. When the link in the tips is clicked, the NetSuite opportunity will be updated at the line-level.

Note:

The link can be moved and renamed with “Enable NetSuite opportunity export link in project navigation bar.

The update will roll up the default category/activity/service used on timesheets and sum the user planned hours from the task. The default category/activity/service maps to a NetSuite service item and the quantity on the NetSuite opportunity is the sum of the user planned hours for that service across the entire OpenAir project's work breakdown structure.

The opportunity may be updated as many times as needed.

Important:

This workflow is mutually exclusive with WBS (Opportunity). See WBS (Opportunity).

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.