Map NetSuite customer subsidiary to customer hierarchy

Check this box to map the customer Subsidiary in NetSuite to a customer hierarchy in OpenAir.

• NetSuite subsidiary — If you use NetSuite OneWorld, subsidiaries are the primary classification used to organize your NetSuite records, and additional classification records are associated to a subsidiary. Each subsidiary represents a separate company within your global organization. Subsidiaries can be international or domestic. For more information about subsidiaries, see Subsidiaries in OneWorld (external link to NetSuite SuiteAnswers | Answer ID: 9872).

• OpenAir hierarchy — You can use hierarchies are used to create multilevel classification trees and categorize records in your OpenAir account. Each hierarchy is associated to one of the following record types: employees, customers, or projects. Multiple hierarchies can apply to the same record type. For more information about hierarchies, see Hierarchy.

After you check this box and you save the integration configuration, OpenAir NetSuite Connector creates the following records in OpenAir:

• The Customer Subsidiary hierarchy. The Customer demographic form in OpenAir will show dropdown fields for the Customer Subsidiary hierarchy if it contains any active nodes — Edit the hierarchy record or use form permissions to hide the Customer Subsidiary hierarchy dropdown field on Customer demographic form, if required. You can also set the Customer Subsidiary as required, and choose to display it as a column on list views.

  Note:

  You can map the NetSuite subsidiary to an existing OpenAir hierarchy instead of using the hierarchy created by OpenAir NetSuite Connector. To do so, you need to delete the Customer Subsidiary hierarchy created by OpenAir NetSuite Connector and edit the existing hierarchy, hierarchy levels, and nodes in OpenAir. This lets you retain the existing hierarchy you are already using in OpenAir.

• Custom fields for hierarchy and hierarchy nodes records. These check box custom fields are hidden by default — Edit the custom field records to show them on the hierarchy form, if required.

  • NetSuite subsidiary hierarchy [netsuite_hierarchy_subsidiary] — Check box used to identify if the hierarchy maps to the NetSuite subsidiary .

  • NetSuite ID [netsuite_hierarchy_node_id] — Text custom field used to map each level or node in the OpenAir hierarchy to the corresponding NetSuite subsidiary record.

  • NetSuite subsidiary level or hierarchy node [netsuite_hierarchy_node_subsidiary] — Check box used to identify if the OpenAir hierarchy level or node maps to a NetSuite subsidiary depth level or record.

For more information about importing or mapping NetSuite classifications to OpenAir hierarchies, see Importing or Mapping NetSuite Classifications to OpenAir Hierarchies.

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.