Connecting to NetSuite allows Consignly users to automatically export Client Partner schedules to NetSuite as either Sales Orders or Invoices.
To establish a connection, add the app into Consignly.
Consignly requires a number of Keys and Tokens set up in NetSuite in order to connect. You can request a these keys by contacting your NetSuite Partner directly.
They will need to:
- Create a new application and retain the consumer key and secret
- Ensure the application is configured for Token Based Authentication (TBA)
- Create an Access Token linked to that application and retain the Token Id and Token Secret
- Ensure the role of the Access Token supports accessing the entities requires for the integration to function.
After you have authorised with NetSuite, you will be able to configure your connection.
Enter your NetSuite Account ID, Keys and Secrets to connect Consignly to NetSuite
Once the connection is established, you will have the opportunity to go into the Configuration tab to configure your connection.
Configure whether to send the schedule to NetSuite as a Sales Order or Invoice.
Set default NetSuite Department information, and decide whether you wish to send schedule updates to NetSuite.
Note that schedule updates can only be applied if the Sales Order or Invoice is in a state in NetSuite that supports updates.
The Schedule Settings card in the NetSuite configuration
Consignly supports mapping Charge Types in Consignly to Classifications in NetSuite.
Set default NetSuite classifications for standard Charge Types in Consignly, such as:
- Adhoc charges
- Activity charges
- Freight charges
- Storage charges
Then be more specific by mapping Charge Types to NetSuite Classifications directly.
The charge type settings card in the NetSuite integration configuration
Consignly supports mapping Cost Centres in Consignly to Locations in NetSuite.
Set a default NetSuite Location for any unmapped Cost Centres, then be more specific by mapping Cost Centres to NetSuite Classifications directly.
The cost centre settings card in the NetSuite integration configuration
Consignly supports mapping Revenue Accounts in Consignly to Items in NetSuite.
Set a default NetSuite Item for any unmapped Revenue Accounts, then be more specific by mapping Revenue Accounts to NetSuite Items directly.
The Revenue Account settings card in the NetSuite integration configuration
Custom Field Mapping
Often in NetSuite, custom fields will be created to support additional data. Consignly supports defining mappings from Consignly-exposed data fields to custom fields in NetSuite.
The custom fields must sit on the line-level in the Sales Order or Invoice in NetSuite.
To add a mapping, choose Add Field.
Next, select the data value from Consignly, and then enter the name of the custom field in NetSuite.
An example of some custom fields that have been mapped to NetSuite.
An example of some Consignly fields that can be mapped to custom fields in NetSuite.
Pushing a schedule to NetSuite
Transactions for a Client Partner will build up as activity is charged on consignment, and as storage charges are raised.
When it is time to invoice a Client Partner, head over to the Schedules menu item under Client Partner on the sidebar.
If you have created any schedules previously, they'll appear here.
To create an Invoice or Sales Order to a client in NetSuite, create a new schedule of transactions or select an existing schedule that has not yet been sent to NetSuite.
In the schedule detail view your NetSuite export will take place automatically - as soon as the schedule moves into the approved status.
The Reference Number that you have entered in the schedule will be used as the Reference Number in the NetSuite Invoice or Sales Order that is created.
An example Client Partner schedule
If the export fails, a notification will appear. Choose the bell icon to show the notifications and select the notification to view the details.
You'll be presented with a screen that shows details of the error encountered, with a button to take you back to the schedule that encountered the failure.
Correct the problem and consider re-exporting the invoice manually to get the data into NetSuite.
A failure notification
The schedule will be pushed to NetSuite as a Sales Order or Invoice with the appropriate field mappings as per the integration configuration.
An example Sales Order generated in NetSuite from Consignly
When a schedule is successfully pushed to NetSuite, the connection status will update to indicate this.
A successful export to NetSuite