Products (Purchase Items) Import Field Mapping Definition
The Products (Purchase Items) import workflow includes one mapping group:
-
Product [Integration point:
ITEM_TO_PRODUCT
] — See Product Mapping Group.
Product 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.
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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.
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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.
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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 [ |
OpenAir Record Type [ |
Mapping Group [ |
---|---|---|
Item [ Schema: <Type><Subtype>Item (2020.1)|<Type><Subtype>Item (2023.1) XSD: |
Product [ Data Dictionary: product |
Service [ |
The relevant SOAP objects as described in the NetSuite Schema Browser include:
-
<Type><Subtype>Item
objects, where<Type>
is the item Type (Inventory
,NonInventory
,Service
,Kit
, orOtherCharge
) and<Subtype>
is the item Subtype (Resale
, orPurchase
).
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 Product [
custitem_oa_export_to_openair_product
] 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 include both the Export to OpenAir [
custitem_oa_export_to_openair
] and Export to OpenAir Product [custitem_oa_export_to_openair_product
] boxes.-
Check the Export to OpenAir [
custitem_oa_export_to_openair
] to import the item into OpenAir as a service. -
Check the Export to OpenAir Product [
custitem_oa_export_to_openair_product
] to import the item into OpenAir as a product. -
Check both boxes to import the item into OpenAir as both a service and a product.
-
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 Product mapping group tab.
NetSuite Field |
D |
OpenAir Field |
Notes |
---|---|---|---|
|
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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 [ |
|
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[Initial Only] By default, the Active box is checked when the Products (Purchase Items) import workflow creates a new product record in OpenAir. If the Inactive box is checked on the item record in NetSuite, OpenAir NetSuite Connector does not import the purchase item into OpenAir — the record is excluded from the integration.
|
|
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— |
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Not visible on mapping definition table The NetSuite item type is stored in the NetSuite Product Type [ |
|
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Not visible on mapping definition table If the Fulfillable box is checked on the item record in NetSuite, the NetSuite Product Is Fulfillable [ |
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Income Account — If the Revenue Transactions (Revenue Recognition Transactions) export workflow is enabled, the Products (Purchase Items) workflow imports income account information into the NetSuite Income Account ID [ 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. |
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Deferred Revenue Account — If the Revenue Transactions (Revenue Recognition Transactions) export workflow is enabled, the Products (Purchase Items) workflow imports deferred revenue account information into the NetSuite Deferred Revenue Account ID [ 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. |
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Expense Account — If the Revenue Transactions (Revenue Recognition Transactions) export workflow is enabled and the custom field exists, the Products (Purchase Items) workflow imports income account information into the NetSuite Income Account ID [ Create the NetSuite Income Account ID [ |
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Deferred Expense Account — If the Revenue Transactions (Revenue Recognition Transactions) export workflow is enabled and the custom field exists, the Products (Purchase Items) workflow imports deferred revenue account information into the NetSuite Deferred Expense Account ID [ Create the NetSuite Deferred Expense Account ID [ |
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If the Revenue Transactions (Revenue Recognition Transactions) export workflow is enabled, the Products (Purchase Items) workflow imports subtype information (“For Resale” or “For Purchase”) into the NetSuite Product [ |
Additional Field Mappings
Review the following guidelines
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You should contact your OpenAir Professional Services representative if you need to make changes to your integration configuration and field mapping definitions.
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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 Product mapping group tab that may be required or useful in some cases.
NetSuite Field |
D |
OpenAir Field |
Notes |
---|---|---|---|
|
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|
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. |