This article will help you to understand how the integration of Departments works in Precoro.

  • How to import Departments from NetSuite;
  • Which fields are integrated and the way of their synchronization;
  • Character limits for Departments' fields in NetSuite;
  • Other peculiarities of Departments Integration.


How to import Departments from NetSuite


You can find the list of your Departments by going to Setup —> Company —> Classifications —> Departments:



In Precoro, you can integrate Departments as:

  • Documents Custom Field — mandatory if you have departments on the document level in NetSuite;
  • Items Custom Field — mandatory if you have departments on the item level in NetSuite;


To import Departments from your NetSuite account to your company in Precoro, you should follow these steps:


1. Firstly, ensure that your Departments are associated with the integrated Subsidiary.

2. Then go to your NetSuite integration page and click the Import Departments button.

3. Select those Departments that should be imported or click "Select all" (if you need to integrate all of them).

4. Click the Import button.

5. Congratulations — the list of Departments has been imported. 


Please note: only Departments that are associated with the integrated Subsidiary will be imported to Precoro.  



Which fields are integrated and the method of their synchronization


Department's information from NetSuite, which Precoro currently syncs


Department's information from NetSuite, which Precoro currently syncs 


Please note: the Department's integration uses *one-way synchronization method


Department's field in NetSuiteDepartment's field in PrecoroNotes
NameName


Please note: Precoro does not import/integrate Departments’ codes (internal IDs). Contact your CSM manager if you need to display the Departments’ codes in Precoro. 


*one-way synchronization — changes made in Precoro will not be displayed in NetSuite. Changes made in NetSuite will be displayed in Precoro after the data update.

*two-way synchronization — changes made in Precoro affect the integrated data in NetSuite. Changes made in NetSuite will be displayed in Precoro after the data update.


Character limits for Departments' fields in NetSuite

In NetSuite, you cannot enter more symbols than allowed by the system. Here are the limits:

  • Name = 31 symbols


Other peculiarities of Departments Integration


1. What if a department has several subsidiaries?

If one of those subsidiaries is integrated with Precoro — the department can be integrated.


2. Updating the name of the integrated Department

    a. in Precoro - the name of the Department can not be updated;

    b. in NetSuite - you should click on the Update button on the integration page in Precoro to sync changes.


3. Adding a new Department 

    a. in Precoro - you can not edit integrated Documents / Items Custom Field; 

    b. in NetSuite - you should click the Import Departments button on the integration page in Precoro to sync the new Department.


4. Removing a Department

    a. in Precoro - Department will remain active in NetSuite. To make the Department inactive in NetSuite, you should do this manually via the Edit button;

    b. in NetSuite - you should click the Update button on the integration page in Precoro to sync the inactive status of the Department.


5. Making a Department inactive

    a. in Precoro — an integrated Department can not be made inactive. To make the Department inactive in NetSuite, you should do this manually via the Edit button;

    b. in NetSuite - you should click the Update button on the integration page in Precoro to sync the inactive status of the Department. 


6. Auto-Updating Integrated Departments in Precoro

The integrated departments in Precoro can be automatically updated once per week, on Monday. As a result, all Departments you have imported from Netsuite to Precoro will automatically be updated based on the changes you make in Netsuite. 

Please contact your Client Success Manager so we can assist you in this matter.