Services (Service Items) Import Field Mapping Definition

The Services (Service Items) import workflow includes one mapping group:

Service [Integration point: ITEM_TO_CATEGORY] — See Service Mapping Group.

Service Mapping Group

Use the Service mapping group to map information about service records in OpenAir with information on service item records in NetSuite.

For reference information and best practice guidelines, review the following topics:

References — Overview of record types in OpenAir and NetSuite with links to the relevant reference material for information about fields available for mapping.
Default and Custom Filters — Overview of default filters and how to modify the default behavior, and custom filters. Custom filters are supported for this mapping group.
Default Field Mappings — Overview of default field mapping definitions including notes and best practice guidelines where relevant. Information imported by default includes service name, rate, and income and deferred revenue account. Filters are supported.
Additional Field Mappings — There are no specific guidelines for custom field mapping definitions in this mapping group.

References

The following table gives reference information about the records and fields available for custom field mapping definition with links to the relevant reference material. See also Schema Reference Documentation.

NetSuite Record type [`SOAP object`]	OpenAir Record Type [`table`]	Mapping Group [`Integration point`]
Item [`Item`] Schema: <Type><Subtype>Item (2020.1)\|<Type><Subtype>Item (2023.1) XSD: `ItemSearchRowBasic` — platformCommon (2020.1)\|platformCommon (2023.1)	Service [`category`] Data Dictionary: category	Service [`ITEM_TO_CATEGORY`]

NetSuite Record type [SOAP object]

OpenAir Record Type [table]

Mapping Group [Integration point]

Item [Item]

Schema: <Type><Subtype>Item (2020.1)|<Type><Subtype>Item (2023.1)

XSD: ItemSearchRowBasic — platformCommon (2020.1)|platformCommon (2023.1)

Service [category]

Data Dictionary: category

Service [ITEM_TO_CATEGORY]

Note:

The relevant SOAP objects as described in the NetSuite Schema Browser include:

ServiceSaleItem or ServiceResaleItem (always)
DiscountItem, and MarkupItem, and other <Type><Subtype>Item objects, where <Type> is the item Type and <Subtype> is the item Subtype (such as Sale, Resale, or Purchase) depending on the your integration configuration. See Default and Custom Filters

Default and Custom Filters

By default, Item records are imported from NetSuite into OpenAir if the following conditions are all met:

The Inactive box is NOT checked on the item record in NetSuite.
The Export to OpenAir [custitem_oa_export_to_openair] box is checked on the item record in NetSuite. You can modify this behavior — See Disable Export to OpenAir filtering for services in NetSuite integration.
Note:
Item for purchase and for resale records may also include the Export to OpenAir Product [custitem_oa_export_to_openair_product] box if the Products (Purchase Items) import workflow is also enabled. See Products (Purchase Items) Import Workflow.
- Check the Export to OpenAir [custitem_oa_export_to_openair] to import the item into OpenAir as a service using the Services (Service Items) import workflow.
- Check the Export to OpenAir Product [custitem_oa_export_to_openair_product] to import the item into OpenAir as a product using the Products (Purchase Items) import workflow.
- Check both boxes to import the item into OpenAir as both a service and a product using the Services (Service Items) and Products (Purchase Items) import workflows.
The item Type and Subtype is “Service For Sale” or “Service For Resale” in NetSuite, or the item Type . You can modify this behavior to:
- Import items of type “Discount” or “Markup” if the Create billing rules for NetSuite discount and markup lines on sales orders box is checked on the Invoices (Invoices) export workflow settings. See Create billing rules for NetSuite discount and markup lines on sales orders.
- Import items of other types and subtypes— See Disable NetSuite service type filtering for services in NetSuite integration and Disable NetSuite item subtype filtering for services in NetSuite integration (for NetSuite CRM+ accounts only).

Custom filters are supported for this mapping group. For more information about adding filter conditions, see Using Filters and Filter Definition.

Default Field Mappings

The following table describes the default field mapping definitions for the Service mapping group tab.

NetSuite Field	OpenAir Field	Notes
`Item.internalId`	`Category.netsuite_category_id__c`	When you import a new service item record from NetSuite into OpenAir, OpenAir stores the internal ID of the NetSuite service item in the NetSuite Service Item ID [`netsuite_category_id`] custom field. This custom field is used to link the OpenAir and NetSuite records for future updates and matching record associations.
`="1"`	`Category.active`	[Initial Only] By default, the Active box is checked when the Services (Service Items) import workflow creates a new service record in OpenAir. If the Inactive box is checked on the item record in NetSuite, OpenAir NetSuite Connector does not import the item into OpenAir — the record is excluded from the integration. If you clear the Inactive box on the NetSuite service item record, OpenAir NetSuite Connector will import the service item record in the next integration run, and create or update the corresponding service record in OpenAir according to the field mapping definitions set for the workflow. Checking the Inactive box on the NetSuite service item record does not clear the Active box automatically on the OpenAir service record. If you check the Inactive box on the NetSuite service item record, clear the Active box manually on the service entity form in OpenAir.
`Item.itemId`	`Category.name`	—
`Item.basePrice`	`Category.rate`	The service Rate is set to the Base Price value for the NetSuite item if the item subtype is “For Sale”, “For Resale”, or if the Disable NetSuite item subtype filtering for services box is checked on the Services (Service Items) import workflow settings from. Pricing information is required on sales transaction line items in NetSuite. You should check this box enter a Base Price for the NetSuite items you import into OpenAir to avoid errors downstream. In case the Base Price is not available on the item record, you can use a custom field mapping to set the Rate on the imported service record in OpenAir. The NetSuite <> OpenAir integration respects pricing information entered on transaction line items to override the item Base Price value. Multiple Currency — If the Multiple Currency feature is enabled for your NetSuite account, the Base Price value on the NetSuite account or subsidiary base currency subtab is used. If the Multicurrency feature is enabled for your OpenAir account, the service Currency in OpenAir is the base currency for your OpenAir account by default.
`Item.incomeAccount`	`Category.netsuite_inc_acct_id`	Not visible on mapping definition table Income Account — If the Revenue Transactions (Revenue Recognition Transactions) export workflow is enabled, the Services (Service Items) workflow imports income account information into the NetSuite Income Account ID [`netsuite_inc_acct_id`] custom field on the service or product record in OpenAir by default. Required when you use revenue recognition or advanced revenue management in NetSuite. You cannot add the item to sales transaction otherwise. If you use the Invoices (Invoices ) export workflow to export invoices from OpenAir to NetSuite, each service or product associated to a charge on exported invoices must include income account information.
`Item.deferredRevenueAccount`	`Category.netsuite_def_rev_acct_id`	Not visible on mapping definition table Deferred Revenue Account — If the Revenue Transactions (Revenue Recognition Transactions) export workflow is enabled, the Services (Service Items) workflow imports deferred revenue account information into the NetSuite Deferred Revenue Account ID [`netsuite_def_rev_acct_id`] custom field on the service or product record in OpenAir by default. Required when you use revenue recognition or advanced revenue management in NetSuite, unless you use Direct Revenue Posting. In NetSuite, when a deferred revenue account is selected on the item record Accounting subtab and you use revenue recognition or advanced revenue management, the revenue from the sale of this item is deferred.

NetSuite Field

Direction

OpenAir Field

Notes

Item.internalId

Category.netsuite_category_id__c

When you import a new service item record from NetSuite into OpenAir, OpenAir stores the internal ID of the NetSuite service item in the NetSuite Service Item ID [netsuite_category_id] custom field. This custom field is used to link the OpenAir and NetSuite records for future updates and matching record associations.

="1"

Category.active

[Initial Only] By default, the Active box is checked when the Services (Service Items) import workflow creates a new service record in OpenAir. If the Inactive box is checked on the item record in NetSuite, OpenAir NetSuite Connector does not import the item into OpenAir — the record is excluded from the integration.

If you clear the Inactive box on the NetSuite service item record, OpenAir NetSuite Connector will import the service item record in the next integration run, and create or update the corresponding service record in OpenAir according to the field mapping definitions set for the workflow.
Checking the Inactive box on the NetSuite service item record does not clear the Active box automatically on the OpenAir service record. If you check the Inactive box on the NetSuite service item record, clear the Active box manually on the service entity form in OpenAir.

Item.itemId

Category.name

—

Item.basePrice

Category.rate

The service Rate is set to the Base Price value for the NetSuite item if the item subtype is “For Sale”, “For Resale”, or if the Disable NetSuite item subtype filtering for services box is checked on the Services (Service Items) import workflow settings from.

Pricing information is required on sales transaction line items in NetSuite. You should check this box enter a Base Price for the NetSuite items you import into OpenAir to avoid errors downstream. In case the Base Price is not available on the item record, you can use a custom field mapping to set the Rate on the imported service record in OpenAir. The NetSuite <> OpenAir integration respects pricing information entered on transaction line items to override the item Base Price value.

Multiple Currency — If the Multiple Currency feature is enabled for your NetSuite account, the Base Price value on the NetSuite account or subsidiary base currency subtab is used. If the Multicurrency feature is enabled for your OpenAir account, the service Currency in OpenAir is the base currency for your OpenAir account by default.

Item.incomeAccount

Category.netsuite_inc_acct_id

Not visible on mapping definition table

Income Account — If the Revenue Transactions (Revenue Recognition Transactions) export workflow is enabled, the Services (Service Items) workflow imports income account information into the NetSuite Income Account ID [netsuite_inc_acct_id] custom field on the service or product record in OpenAir by default.

Required when you use revenue recognition or advanced revenue management in NetSuite. You cannot add the item to sales transaction otherwise. If you use the Invoices (Invoices ) export workflow to export invoices from OpenAir to NetSuite, each service or product associated to a charge on exported invoices must include income account information.

Item.deferredRevenueAccount

Category.netsuite_def_rev_acct_id

Not visible on mapping definition table

Deferred Revenue Account — If the Revenue Transactions (Revenue Recognition Transactions) export workflow is enabled, the Services (Service Items) workflow imports deferred revenue account information into the NetSuite Deferred Revenue Account ID [netsuite_def_rev_acct_id] custom field on the service or product record in OpenAir by default.

Required when you use revenue recognition or advanced revenue management in NetSuite, unless you use Direct Revenue Posting. In NetSuite, when a deferred revenue account is selected on the item record Accounting subtab and you use revenue recognition or advanced revenue management, the revenue from the sale of this item is deferred.

Additional Field Mappings

Important:

Review the following guidelines

You should contact your OpenAir Professional Services representative if you need to make changes to your integration configuration and field mapping definitions.
For advanced mapping usage and best practice guidelines, see Advanced Field Mapping Definition.
Familiarize yourself with the NetSuite and OpenAir technical documentation before attempting to set field mapping definitions using the advanced notation — See Schema Reference Documentation.

The following table describes additional field mapping definitions for the Service mapping group tab that may be required or useful in some cases.

NetSuite Field	Direction	OpenAir Field	Notes
`Item.directRevenuePosting`		`Category.netsuite_direct_revenue posting`	Direct Revenue Posting — In NetSuite, checking this box on the item record Revenue Recognition / Amortization subtab disables advanced revenue management for this item. When checked, posting transactions that include this item post directly to the item revenue account. Required when you use revenue recognition or advanced revenue management in NetSuite and no Deferred Revenue Account is selected on the item record Accounting subtab. If the box is checked on the item record in NetSuite, the NetSuite Direct Revenue Posting box must be checked on the service or product record in OpenAir to use direct revenue posting when exporting invoices to NetSuite using the Invoices (Invoices) export workflow.

NetSuite Field

Direction

OpenAir Field

Notes

Item.directRevenuePosting

Category.netsuite_direct_revenue posting

Direct Revenue Posting — In NetSuite, checking this box on the item record Revenue Recognition / Amortization subtab disables advanced revenue management for this item. When checked, posting transactions that include this item post directly to the item revenue account.

Required when you use revenue recognition or advanced revenue management in NetSuite and no Deferred Revenue Account is selected on the item record Accounting subtab. If the box is checked on the item record in NetSuite, the NetSuite Direct Revenue Posting box must be checked on the service or product record in OpenAir to use direct revenue posting when exporting invoices to NetSuite using the Invoices (Invoices) export workflow.