POs (Purchase Orders) Import Workflow
The POs (Purchase Orders) import workflow lets you:
-
Create new purchase order records in NetSuite first and then import them into OpenAir.
-
Update purchase order records in NetSuite and use the NetSuite <> OpenAir integration to update the corresponding purchase order record in OpenAir.
When importing a purchase order into OpenAir, the following records are created in OpenAir:
-
Purchase order — A single purchase order is created or updated in OpenAir to match the NetSuite purchase order.
-
Purchase items — Each purchase order line item marked for export on the NetSuite purchase order imports into a purchase item.
-
Purchase requests —A purchase request record is created for each purchase order line item marked for export on the NetSuite purchase order. This is because in OpenAir, purchase request and request item in OpenAir must be associated to a single project, whereas in NetSuite, purchase orders can reference multiple projects.
-
Request items — Each purchase request includes one request item.
-
Fulfillments — A fulfillment record is created for each purchase item.
You can also create purchase requests in OpenAir and export them to NetSuite as purchase requisitions, create purchase orders in NetSuite and import them into OpenAir to create purchase orders associated with the purchase requests previously exported to NetSuite. See Purchase Requests (Purchase Requisitions) Export Workflow.
You can also import vendor credits from NetSuite into OpenAir as purchase orders with negative purchase items. See POs (Vendor Credits) Import Workflow.
You can import vendor bills instead of purchase orders from NetSuite into OpenAir as purchase orders using the POs (Vendor Bills) import workflows. The POs (Vendor Bills) and POs (Purchase Orders) import workflows are mutually exclusive. See POs (Vendor Bills) Import Workflow.
NetSuite is the primary application for purchase order records. Changes made to purchase order records in OpenAir after the initial import are not exported back to NetSuite.
For information about purchase orders in NetSuite, see Purchase Order Management (External link to NetSuite SuiteAnswers | Answer ID 11133.
For information about field mapping definitions for this workflow, see POs (Purchase Orders) Import Field Mapping Definition.
Requirements and Downstream Dependencies
This workflow is mutually exclusive with the POs (Vendor Bills) import workflow.
The following workflows must also be enabled:
Matching project records must exist in both NetSuite and OpenAir before you can import purchase orders from NetSuite into OpenAir.
Matching vendor records must exist in both NetSuite and OpenAir before you can import purchase orders from NetSuite into OpenAir.
You can use the POs (Purchase Orders) import workflow and Expense Reports (Expense Reports) export workflow in conjunction to import purchase orders from NetSuite into OpenAir as purchase orders and to export expense reports from OpenAir to NetSuite as vendor bills. See Expense Reports (Expense Reports) Export Workflow.
Exporting expense reports from OpenAir to NetSuite as vendor bills requires the associated user record in OpenAir being matched with a vendor record in NetSuite. To use both workflows in conjunction, enable the Employees (Vendors) import workflow and use the OpenAir: User or Vendor [custentity_oa_user_or_vendor
] field on the vendor record in NetSuite to determine whether the vendor should be imported into OpenAir as a vendor or as a user. See Employees (Vendors) Import Workflow.
After you import purchase orders from NetSuite into OpenAir, you can use project billing rules to create product charges based on purchase items and fulfillments, add these charges to your invoices in OpenAir, and export the invoices to NetSuite.
Items with a subtype “For Purchase” cannot be billed to customers in NetSuite — they should not be included in purchase billing rules.
When exporting invoices with product charges for purchase items imported into OpenAir using the POs (Purchase Orders) import workflow, these charges export as invoice line items on the NetSuite invoice Items subtab, and not as billable line items on the Billable Items subtab.
The following Invoices (Invoices) import workflow mapping groups are used to export billable purchase items imported from a NetSuite vendor bill:
-
Use the Invoice Line mapping group to export information on the product charges created from purchase items. See Invoice Line Mapping Group.
-
Use the Purchase Line mapping group to export information on the purchase items. See Purchase Line Mapping Group.
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 purchase order record after you create or update the purchase order 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 purchase order record when the purchase order form is saved in NetSuite. See Configuring Real-Time Record Import from NetSuite into OpenAir.
-
View and edit the OpenAir purchase order 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 POs (Purchase Orders) Import Workflow
Use the following steps to set up the workflow.
To set up the POs (Purchase Orders) import workflow in NetSuite
-
In NetSuite, do one of the following:
-
Go to Setup > Company > General Preferences (Custom Preferences), if you are using the SuiteScript 1 versions of NetSuite OpenAir SRP Integration (Bundle ID 369637) bundle scripts.
-
Go to Customization > Lists, Records and Fields > Records > [View list for
OpenAir: SRP Integration Settings
] > [ViewOpenAir SRP Integration Settings Record
] , if you are using the SuiteScript 2 versions of NetSuite OpenAir SRP Integration (Bundle ID 369637) bundle scripts.
-
-
Check the Enable OpenAir Purchase Integration box.
-
Click Save.
-
In NetSuite, go to Setup > Company > Enable Features, and click the Transactions subtab.
-
Check the Advanced Receiving box under the Shipping & Receiving section. The Advanced Receiving feature is required to create purchase item receipts in NetSuite.
-
Click Save.
-
To let employees view projects and items and check the Billable and Export to OpenAir boxes for purchase order line items and purchase order records, go to Home > Set Preferences and check the Validate OpenAir PO/Vendor Bill box on the Custom Preferences tab.
To set up the POs (Purchase Orders) import workflow in OpenAir
-
In OpenAir, go to Administration > NetSuite Connector.
-
Click the Tips button then NetSuite Connector Administration.
The OpenAir NetSuite Connector administration form appears.
-
Check the POs (Purchase Orders) box under the Imports section.
-
Click Save then Close.
-
If the purchaser integration is not enabled, designate a purchaser to use when importing purchase orders into OpenAir. To do so:
-
Go to Administration > Application Settings > Purchases > Purchasers > [ Select a purchaser].
-
Check the NetSuite Purchase Order Integration purchaser [
netsuite_purchaser
] box. -
Click Save.
Note:To create a purchaser, you must create at least one record for each of the following record types in Administration > Application Settings > Purchases > Accounts payable locations, Receiving locations, Carriers, Shipping terms, and F.O.B. locations.
If the purchaser integration is enabled, matching employee records must exist in OpenAir and NetSuite for employees creating purchase orders in NetSuite, and purchaser records marked as NetSuite purchaser must exist for these employees in OpenAir. For more information about the purchaser integration, see Enable purchaser integration
-
-
Go to Administration > NetSuite Connector > Mapping.
-
Click New workflow then POs (Purchase Orders).
-
Click POs (Purchase Orders) in the list of integration workflows.
-
Modify the field mapping definition table for the Tasks (Project Tasks) import workflow as required. See Mapping OpenAir Fields and NetSuite Fields and POs (Purchase Orders) Import Field Mapping Definition.
-
Click the switch next to the workflow name to activate
or to deactivate
the workflow.
-
Click Save.
-
(Optional) Add the POs (Purchase Orders) import workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.