Create a new role in NetSuite using the following values.
Field
Value
Name
Work 365
ID
Work365
Center Type
Enter a value of your choice
Employee restrictions
None – no default
Accessible Subsidiaries
ALL
Two Factor Authentication required
Not required
Duration of trusted device
Per Session
Apply the following permissions to the 'Work 365' role.
Record Type
Permission
Level
Transactions
Find Transaction
View
Invoice
Full
Invoice Sales Orders
Full
Sales Order
Edit
Item Fulfillment
Create
Fulfill Orders
Edit
Lists
Accounts
View
Classes
View
Currency
View
Customers
Full
Departments
View
Employee Records
View
Employees
View
Items
Full
Locations
View
Tax Records
View
Tax Schedules
View
Vendors
View
Setup
Accounting Lists
View
CRM Lists
View
Customer Status
Full
SOAP Web Services
Ful
Save the role record & reopen it.
Note the ID of the record from the URL.
Assign the role to the integration user.
Create a custom field for Transaction Lines
Work 365 tracks the changes in NetSuite by storing the CRM record IDs of linked records. In order to achieve this, a new filed should be created on the Transaction Line record.
Navigate to Customization -> List, Records & Fields -> Transaction Line Fields -> New
Enter values for the following fields:
Field
Value
Label
Work 365 Reference
ID
_work365_txnline_reference
Type
Free-Form Text
Store Value
Yes
Applies To
Choose Sale Item
Under Access -> Role, add the Work 365 Role created in Step #1.
Access Level = Edit
Level for Searching/Reporting Edit
Save the record
Configuring the NetSuite Connector
Open the Work 365 Integrations area by navigating to Administration → Admin Hub → Integrations → Add new
Find the NetSuite connector under the Accounting Systems area and click the Create button.
General Section
Field
Description
Name
A name by which to identify this connector
Environment
The target NetSuite environment type. When connecting to a production NetSuite endpoint, choose Production; for non-production endpoints use Sandbox
Username
The user id / login name of the integration user
Password
The password of the integration user
Properties Section
Field
Description
Account ID
The account id associated with your NetSuite tenant. This is usually found in the URL when you login to NetSuite.
Role ID
The ID of the 'Work 365' role created as part of the pre-requisite stage.
Upon entering these fields, click on the Save button. This will redirect back to the connector page. Find and reopen the NetSuite connector that was just created.
Field
Description
Default Income Account
Income account to be used when creating new products in NetSuite.
Default Tax Schedule
Tax Schedule to be used when creating products in NetSuite.
Default Department
NetSuite department used when creating invoice and invoice lines.
Default Class
The default NetSuite classification when creating invoice and invoice lines.
Map Products using
Determines which field in NetSuite should be used to map Products to Work 365. The Product ID field is used in Work 365 and maps to the field in NetSuite that is chosen in this selection.
Write In Product
The default NetSuite product to which Work 365 invoice lines without Products are synced.
Enable BiDirectional Snc
Keeps the Work 365 invoice in sync with the NetSuite invoice. If true, pulls the invoice data back from NetSuite after sync. This allows any plugins in NetSuite (such as taxation) to perform their computations and the invoice in Work 365 is then updated with the net result of these computations. Note that this pull occurs only once, immediately after the sync. Changes made to NetSuite invoice at a later stage will not be synced.
Create Sales Order Linked Invoices
When true, links the NetSuite invoices to Sales Orders in NetSuite. For this option to work, the NetSuite Sales Order reference must be specified on the Billing Contract.
Set Invoice Line Description from
Provides options on how the invoice line description in NetSuite is set.
Payment Terms Mapping
This section provides a mechanism to map payment terms between Work 365 & the NetSuite environment being configured.
Product Class Mapping
This section provides a mechanism to map product classes between Work 365 & the NetSuite environment being configured.
