Purchase Requests (Purchase Requisitions) Export Workflow

The Purchase Requests (Purchase Requisitions) export workflow lets you create new purchase requests and follow the approval in SuiteProjects Pro, and then export approved purchase requests to NetSuite. SuiteProjects Pro purchase requests are exported to NetSuite as purchase requisition transaction records (Transactions > Purchases > Enter Requisitions > List).

Note:

You can then create purchase orders from the purchase requisitions in NetSuite, and import the purchase orders from NetSuite into SuiteProjects Pro using the POs (Purchase Orders) import workflow. See POs (Purchase Orders) Import Workflow.

Requirements and Downstream Dependencies

Matching employee and product (purchase item) records must exist in both NetSuite and SuiteProjects Pro before you can export purchase requests from SuiteProjects Pro to NetSuite as purchase requisitions.

Supported Features

Workflow Settings	Filters	Advanced Mapping	Real-Time	SuiteProjects Pro Within NetSuite	Monitored Fields
	(Purchase requisition mapping group)		(On Approval)	-	-

• Run the integration manually, use a scheduled integration run to create the NetSuite purchase requisition transaction record after the purchase request is approved in SuiteProjects Pro. See Running the Bulk Import and Export Integration on Demand and Scheduling the Integration to Run Automatically.

• Setup the real-time integration to create the purchase requisition transaction record when the purchase request is approved in NetSuite. See Configuring Real-Time Record Export from SuiteProjects Pro to NetSuite.

Setting up the Purchase Requests (Purchase Requisitions) Export Workflow

The Purchase Requests (Purchase Requisitions) workflow is available as standard.

Important:

Requisitions must be enabled in NetSuite to export purchase requests from SuiteProjects Pro to purchase requisitions in NetSuite. For more information about requisitions and enabling requisitions in NetSuite, see Requisitions Overview (External link to NetSuite SuiteAnswers | Answer ID: 100244) and Requisitions Setup (External link to NetSuite SuiteAnswers | Answer ID: 36745).

To set up the Purchase Requests (Purchase Requisitions) export workflow in SuiteProjects Pro

1. In SuiteProjects Pro, go to the NetSuite Connector administration form.

2. Check the Purchase Requests (Purchase Requisitions) box under the Exports section of the form.

3. Click Save.

4. Go to Administration > NetSuite Connector > Mapping.

5. Click New workflow and select Purchase Requests (Purchase Requisitions).

6. Click Purchase Requests (Purchase Requisitions) in the list of integration workflows.

7. Modify the field mapping definition tables for the Purchase Requests (Purchase Requisitions) export workflow as required. See Mapping SuiteProjects Pro Fields and NetSuite Fields and Purchase Requests (Purchase Requisitions) Export Field Mapping Definition.

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

9. Click Save.

10. (Optional) Add the Purchase Requests (Purchase Requisitions) export workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.

11. (Optional) Allow employees to export a purchase request on demand by role permission. To do so:

    1. Go to Administration > Global Settings > Users > Role > [Select a role].

    2. Check the Allow employee to export purchase requests to NetSuite box under the Integration section.

    3. Click Save.