This article will help you understand how the integration of Purchase Orders works:



How to set up the Purchase Order integration


To set up the integration based on Purchase Orders, you need to:


  • Press the Save button to confirm changes.


You can also integrate the Approved Purchase Orders and Receipts. To do that, select this type of form in the Documents to Send field. More information on this type of integration you can find here.



In NetSuite, the Purchase Order will be integrated into the Transactions  Purchases → Enter Purchase Orders → List.



Which fields and data are integrated


In Purchase Order, the synchronization of all the fields works in one-way. Thus, the documents created in Precoro will be transferred into NetSuite. 


Primary information mapping


Fields in PrecoroFields in NetSuite
Purchase Order #PO #
SupplierVendor
Creation DateDate
Net TotalTotal
UserEmployee
NoteMemo




Notes from Precoro are integrated into NetSuite into the Memo field with the text and the direct link to the Purchase Order.



Classification mapping


Fields in PrecoroFields in NetSuite
Location/Shipping AddressLocation
Order currencyCurrency
Document Custom Field — NetSuite DepartmentsDepartment
Document Custom Field — NetSuite ClassesClass



Attachments integration

In NetSuite, the Attachments are transferred to the Files tab:




The information on whether the attachment is internal or external does not transfer to NetSuite.


Items integration


General information on the item's integration can be found here


When integrating Purchase Order's items, you should consider the way of adding them:


  • If the items were added from the Item Management using Add Item button, and the items were previously integrated, they would be displayed in NetSuite in the Items tab.


Only previously integrated items will be transferred into the Items block in NetSuite. 
In case you have added not integrated items from the Item Management list, they would still be integrated into the Expenses block.


  • If the items were added manually, using the Add empty row button, they would be displayed in NetSuite in the Expenses tab.



Mapping of the manually added items


Fields in PrecoroFields in NetSuite
NameMemo
PriceAmount
Items Custom Field — NetSuite Chart of AccountsAccount
Items Custom Field — NetSuite Departments

Department

Items Custom Field — NetSuite ClassesClass
Items Custom Field — NetSuite CustomersCustomer:Project
Items Custom Field — NetSuite LocationsLocation



Mapping of the items added from the Item Management list


Fields in PrecoroFields in NetSuite
NameItem
Ordered/UnitQuantity
PriceAmount
Items Custom Field — NetSuite DepartmentsDepartment
Items Custom Field — NetSuite ClassesClass
Items Custom Field — NetSuite CustomersCustomer:Project
Items Custom Field — NetSuite LocationsLocation



Document and Items Custom Fields Integration

General information on the integration of Classes, Customers and Projects, Locations, Charts of Accounts, and Departments can be found according to the relevant links.


  • Chart of Accounts is integrated as the Item Custom Fields only.
  • Classes can be integrated both as Document and Item Custom Fields.
  • Customers and Projects are integrated as the Item Custom Fields only.


Character limits for Purchase Orders' fields in NetSuite

In NetSuite, you cannot enter more symbols than the system allows. The limits are as follows:

  • Memo = 999 symbols
  • Item quantity = 10 symbols
  • Item description = 4000 symbols


Other peculiarities of Purchase Orders Integration


How to integrate the document's Purchase Order number

  • If you have the custom numbering for Purchase Orders in Precoro — the custom Purchase Order # will be sent to NetSuite.
  • If you do not have the custom numbering — the usual (auto-generated) document number will be sent.


Document cancellation in Precoro

If you cancel the document in Precoro, it will be automatically removed from NetSuite.


Can the document be sent to NetSuite if the integration is off

If you turn the integration off, then documents will not be sent to NetSuite. 

In case you wish to send the documents, which were created during the time the integration was off, to NetSuite. You will be able to do that manually by pressing the Send to NetSuite button.