Loaded Cost (Custom Record) Export Workflow

The Loaded Cost (Custom Record) export workflow lets you:

• Add loaded cost information for users in SuiteProjects Pro, and then export it to NetSuite as a custom record type.

• Update loaded cost information for users in SuiteProjects Pro and use the NetSuite <> SuiteProjects Pro integration to update the corresponding loaded cost custom records in NetSuite.

Supported Features

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

Run the integration manually, use a scheduled integration run to update the NetSuite records after you update the project records in SuiteProjects Pro. See Running the Bulk Import and Export Integration on Demand and Scheduling the Integration to Run Automatically.

Setting up the Loaded Cost (Custom Record) Export Workflow

Use the following steps to set up the Loaded Cost (Custom Record) export workflow.

To set up the Loaded Cost (Custom Record) export workflow in NetSuite

1. Create a custom record type to export SuiteProjects Pro loaded cost information to.

2. Create the custom fields for the custom record type to export SuiteProjects Pro loaded cost information to.

To set up the Loaded Cost (Custom Record) export workflow in SuiteProjects Pro

1. In SuiteProjects Pro, go to Administration > NetSuite Connector, click the Tips menu button, then NetSuite Connector administration form.

2. Check the Loaded Cost (Custom Record:) box under the Exports form section, and enter the internal ID of the NetSuite custom record type you want to export the loaded cost information to in the text box.

3. Click Save.

4. Click Close.

5. Go to Administration > NetSuite Connector > Mapping.

6. Click the Tips utility button, then click Synchronize NetSuite custom fields from the contextual tips menu.

7. Click New workflow then Customers (Customers).

8. Click Loaded Cost (Custom Record: <CustomRecordTypeID>) in the list of integration workflows.

9. Modify the field mapping definition table for the Loaded Cost (Custom Record: <CustomRecordTypeID>) export workflow as required. See Mapping SuiteProjects Pro Fields and NetSuite Fields and Customers (Customers) Export Field Mapping Definition.

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

11. Click Save.

12. (Optional) Add the Loaded Cost (Custom Record: <CustomRecordTypeID>) export workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.

13. (Optional) Enable the autorecovery feature for customer records exported to NetSuite as part of an interrupted export process. See Verify customer export.