NetSuite Purchase Orders Integration

TABLE OF CONTENTS

• How to Set Up the Purchase Orders Integration

  • Send Pending Purchase Order to NetSuite

• Integrated Fields and Data
  • Primary information mapping
  • Classification mapping
  • Attachments integration
  • Items integration
    • Mapping of the manually added items
    • Mapping of the Catalog added items
  • Integration of the Custom Fields for Documents and Items

• Character Limits for Purchase Orders Fields in NetSuite

• Other Purchase Orders Integration Features

How to Set Up the Purchase Orders Integration

To set up the Purchase Orders integration:

• Open the NetSuite integration page.

• In the Documents to Send field, select the Approved Purchase Orders.

• Press the Save button to confirm changes.
  
  

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



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

Send Pending Purchase Order to NetSuite

You can also send the documents with Pending Status to NetSuite.

This feature will work for the chosen Purchase Order integration document type.

It will be available for users with the following Roles:

• Create and Approve Roles for Purchase Orders.

When the document acquires Approved Status, the current system logic will work out, and the document will be automatically sent to NetSuite.

Integrated Fields and Data

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

Primary information mapping

Fields in Precoro	Fields in NetSuite
Purchase Order #	PO #
Supplier	Vendor
Creation Date	Date
Net Total	Total
User	Employee
Note	Memo

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

Classification mapping

Fields in Precoro	Fields in NetSuite
Location/Shipping Address	Location
Order currency	Currency
Custom Fields for Documents — NetSuite Departments	Department
Custom Fields for Documents — NetSuite Classes	Class

Attachments integration

In NetSuite, Attachments are transferred to the Files tab:

Items integration

General information on the item’s integration can be found here.

When integrating Purchase Orders items, you should consider the way of adding them.

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

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

Mapping of the manually added items

Fields in Precoro	Fields in NetSuite
Name	Memo
Price	Amount
Custom Fields for Items — NetSuite Chart of Accounts	Account
Custom Fields for Items — NetSuite Departments	Department
Custom Fields for Items — NetSuite Classes	Class
Custom Fields for Items — NetSuite Customers	Customer/Project
Custom Fields for Items — NetSuite Locations	Location

Mapping of the items added from the Item Management list

Fields in Precoro	Fields in NetSuite
Name	Item
Ordered/Unit	Quantity
Price	Amount
Custom Fields for Items — NetSuite Departments	Department
Custom Fields for Items — NetSuite Classes	Class
Custom Fields for Items — NetSuite Customers	Customer/Project
Custom Fields for Items — NetSuite Locations	Location

Integration of the Custom Fields for Documents and Items

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

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

Character Limits for Purchase Orders Fields in NetSuite

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

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

Other Purchase Orders Integration Features

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 documents be sent to NetSuite if the integration is off?

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

If you wish to send the documents when the integration is off to NetSuite, you can do it manually by pressing the Send to NetSuite button.