NetSuite Features Required for the Integration

The following table lists the NetSuite features that are required for the NetSuite <> OpenAir integration and for optional integration features.

To enable any of these features, go to Setup > Company > Setup Tasks > Enable Features in NetSuite and click the relevant subtab. You must be logged in as an account administrator to access these settings.

Important:

See also Feature Compatibility Check List for other NetSuite features requiring special considerations to work with the NetSuite <> OpenAir integration.

Feature

Subtab

Subtab section

Required / Optional

Additional information

Projects

Company

Projects

Required

Project Management

Company

Projects

Optional

Strongly recommended.

With this feature:

  • You can create and manage Customers and Projects in separate lists of records. Without the Project Management feature, you must create new projects from the customer record.

  • Customer and Project show as separate fields on Sales transaction records.

  • Saved searches can be created for Projects instead of subcustomer records.

  • The Project Profitability report is available to report on transactions exported from OpenAir to NetSuite.

  • Utilization reports are available for time exported from OpenAir to NetSuite.

  • You can use advanced integration settings that are not otherwise available, including Project Revenue Rules or Project Task Integration, for example.

See Projects (external link to NetSuite SuiteAnswers | Answer ID: 61148) for a summary of functionality supported by the Projects and Project Management features.

Custom Records

SuiteCloud

SuiteBuilder

Required

Client SuiteScript

SuiteCloud

SuiteScript

Required

Server SuiteScript

SuiteCloud

SuiteScript

Required

SOAP Web Services

SuiteCloud

SuiteTalk (Web Services)

Required

Token-Based Authentication

SuiteCloud

Manage Authentication

Required

As of the October 10, 2020 OpenAir release, token-based authentication is the only supported authentication method for the integration.

OAuth2.0

SuiteCloud

Manage Authentication

Optional

Required to enable and use the NetSuite as OIDC Provider feature. See table entry below.

NetSuite as OIDC Provider

SuiteCloud

Manage Authentication

Optional

Required to give users access to OpenAir from within the NetSuite user interface. See Enabling Access to OpenAir From Within NetSuite.

Important:

Until the OpenAir 2023.2 release, OpenAir Within NetSuite relied on the NetSuite Outbound Single Sign-On (SuiteSignOn) feature as outbound single sign-on method. NetSuite plans to end support for SuiteSignOn with the NetSuite 2024.2 for production accounts. Support for SuiteSignOn has already ended on non-production accounts.

See Upgrading OpenAir NetSuite Connector Features to Remove the Dependency on SuiteSignOn.