Products (Purchase Items) Import Workflow

The Products (Purchase Items) import workflow lets you:

• Create new inventory , non-inventory, service, kit/package, and other charge purchase item records in NetSuite first and then import them into OpenAir as product records.

• Update inventory , non-inventory, service, kit/package, and other charge purchase item records in NetSuite and use the NetSuite <> OpenAir integration to update the corresponding service record in OpenAir.

Note:

You can also import items of all types (both service items and other types of items) from NetSuite into OpenAir as services records using the Services (Services Items) import workflow. See Services (Services Items) Import Workflow.

Important:

NetSuite is the primary application for item records. Changes made to product records in OpenAir after the initial import are not exported back to NetSuite.

For information about field mapping definitions for this workflow, see Products (Purchase Items) Import Field Mapping Definition.

Requirements and Downstream Dependencies

Matching NetSuite purchase item and OpenAir product records must exist before you can import purchase orders or vendor bills from NetSuite into OpenAir as purchase orders.

Supported Features

Workflow Settings	Filters	Advanced Mapping	Real-Time	OpenAir Within NetSuite	Monitored Fields

• Run the integration manually, use a scheduled integration run to create or update the OpenAir product record after you create or update the purchase item record in NetSuite. See Running the Bulk Import and Export Integration on Demand and Scheduling the Integration to Run Automatically.

• Setup the real-time integration to create or update the OpenAir product record when the purchase item form is saved in NetSuite. See Configuring Real-Time Record Import from NetSuite into OpenAir.

• View and edit the OpenAir product record from the NetSuite UI using the OpenAir Within NetSuite (NetSuite Single Sign-On Integration) feature. See Enabling Access to OpenAir From Within NetSuite.

Setting up the Products (Purchase Items) Import Workflow

Use the following steps to set up the workflow.

No additional setup is required in NetSuite.

To set up the Products (Purchase Items) import workflow in OpenAir

1. In OpenAir, go to Administration > NetSuite Connector.

2. Click the Tips button then NetSuite Connector Administration.

   The OpenAir NetSuite Connector administration form appears.

3. Check the Products (Purchase Items) box under the Imports section.

4. Click Save then Close.

5. Go to Administration > NetSuite Connector > Mapping.

6. Click New workflow then Products (Purchase Items).

7. Click Products (Purchase Items) in the list of integration workflows.

8. Modify the field mapping definition table for the Products (Purchase Items) import workflow as required. See Mapping OpenAir Fields and NetSuite Fields and Products (Purchase Items) Import Field Mapping Definition.

9. Click the switch next to the workflow name to activate or to deactivate the workflow.

   

10. Click Save.

11. (Optional) Add the Products (Purchase Items) import workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.