CONN PH/Cloud Getting Started: NetSuite Connector

• To enable these features, navigate to Setup > Company > Enable Features > SuiteCloud
  
• Navigate to Setup > Company > Company information to locate the Account ID. Make a note of this information, you will need it to log in to Solver.
  

Authentication Types

Two authentication types are available, with the following requirements:

• LoginBased (click to access LoginBased requirements)
  • Username
  • Password
  • RoleID
  • Account ID
  • Transaction Saved search ID
  • Deployed Script URL

• TokenBased (click to access TokenBased requirements)
  • Role ID
  • Consumer Key
  • Consumer Secret
  • Token ID
  • Token Secret
  • Account ID
  • Transaction Saved Search ID
  • Deployed Script URL

Configure User Permissions for Login-Based Authentication

1. Log into system.netsuite.com as an administrator.
2. Navigate to Setup > Users/Roles > Manage Users to select a user. On the Employee page, click the Actions drop-down to select New.
   
3. Fill out the user information as needed. On the Access tab, in the Roles pane, select from an existing role or click Add.
   NOTE: Full access role (ID 18) and administrator role (ID 3) are two default setting roles
   for NetSuite that have global access).
   Keep this user’s username and password, you will need it to login to Solver.
   
4. Navigate to Setup > Users/Roles > Manage Roles. On the list of roles, select the role that the user has been added to. In the Permissions section, there is access to the user’s: Transactions, Reports, Lists, Setup, and Custom Record
5. Click Edit.
   
   1. In the dropdown of Transactions, select Accounts. Make sure the Level column says View. select Find Transaction. Make sure the Level column is Full. Repeat, setting Transactions > Perform Search to View. This will allow the user to view transactions from the Solver Cloud application
   2. Other than that, in the dropdown of Transactions, select every object type in saved search. For instance, Invoice (View), Sales order (View), Check (View) etc.
   3. Navigate to Permissions > Lists and set the following permissions to View:
      1. Vendor (View)
      2. Item (View) (shows Entity table)
      3. Department (View)
      4. Currency (View)
      5. Locations (View)
      6. Employee (View)
6. Navigate to Setup > Users/Roles > Manage Roles. Find the Internal ID for the role you
   just created. Keep this Internal ID, you will need it to login to Solver.
   

NOTE: If this user account should not be given access to the NetSuite website, a security question can be set up.

Configure User Permissions for Token-Based Authentication

NetSuite’s OAuth is different from the standard OAuth flow. When setting up a user for token-based authentication, it may be a challenge to navigate within the NetSuite GUI, creating roles, and copy/pasting various keys.

So why use token-based authentication? The alternative is an email + password-based authentication. This email method works, but passwords expire every six months and resetting passwords with a SAAS product that integrates with NetSuite is quite involved. Plus, email + password authentication is less secure because an attacker can login to the GUI with that information.

The following steps are required to set up token-based authentication.

1. Create an Integration Record. The integration record identifies the application in NetSuite’s system
   • Visit the integrations page or global search for page: integrations.
   • If none exist, create an integration record. After you create the record you will need to copy/paste the consumer key and consumer secret to your secrets file.
     • Name: Your-Application-Name
     • Authentication: Token-Based Authentication
     • State: Enabled
   • If the integration record already exists but you don’t have the consumer key and
     consumer secret, edit the record, then press Reset Credentials.
2. Enable Token-Based Authentication
   • Navigate to Setup > Company > Setup Tasks > Enable Features > SuiteCloud > Manage Authentication.
   • Verify Token-Based Authentication is enabled. Save any changes.
   • NOTE: If this feature is not enabled, you will not see the permissions required in the
     next step.
3. Create a Token Role. By default, the administrator does not have token permissions. If you do not create a token role and assign it to your administrator, you will get a “Login access has been disabled for this role” error when creating a token.
   • Do a global search for page: role, then choose New Role.
   • Navigate to Permissions > Setup and set the following permissions to Full:
     • User Access Token (Full)
     • Access Token Management (Full)
     • Web Services (Full)
     • Manage Accounting Period (Full)
   • Navigate to Permissions > Transactions and set the following permissions to View:
     • Accounts (View)
     • Perform Search (Full)
     • Other than that, in the dropdown of Transactions, select every object type that in saved search. For instance, Invoice, Sales order, Check etc.
   • Navigate to Permissions > Lists and set the following permissions to View:
     • Vendor (View)
     • Item (shows Entity table)
     • Department (View)
     • Currency (View)
     • Locations (View)
     • Companies (View)
     • Geographies (View) (For NetSuite one world account only)
     • Subsidiaries (View) (For NetSuite one world account only)
     • Drugs (View) (For NetSuite one world account only)
4. Add Token Management Permissions.
   • Do a global search for page: employees.
   • Edit your employee record.
   • Navigate to Access > Roles to add the token authentication role you just created.
5. Create Access Tokens.
   1. Do a global search for page: tokens.
   2. Create a New Access Token.
   3. Select the application and role created earlier, then save.
   4. Copy/paste the Token ID and token secret to your secrets file.

Token-Based Credentials for Customers With More Than One Sandbox

The following information should not be shared across all sandbox and production environments. You will need to follow the above instructions to obtain the correct credential. 

• Token ID
• Token Secret
• Account ID
• Transaction Saved Search ID
• Deployed Script URL

Role ID, Consumer Key, and Consumer Secret remain the same as production.

Install BI360 Bundle

The Solver/BI360 Bundle contains RESTlet and a bundle of preconfigured NetSuite Saved Searches (GL, GL Detail, OBA, AP, AP Detail, AR, AR Detail, and Inventory).

To install the BI360 Bundle, complete the following steps:

1. Navigate to Customization > SuiteBundler > Search & Install Bundles.
2. In Keywords, type BI360.
   
3. Click the BI360 Saved Search & RESlet Script and install it.

Configure RESTlet

To connect to Solver, RESTLET must be deployed as detailed in the following steps:

1. Upload RESTlet SuiteScript file in the user’s account. This file is provided by the Solver Support team.
   • Go to Customization > Scripting > Scripts > New.
   • Click the drop-down button, then search for BI360.
     Click BI360_NetSuite_xx.JS (from the bundle).
     
   • Click Create Script Record. The following will display.
     
   • Complete all the details for new Script record and click Save.
2. Click Deploy Script.
   
3. Verify that Status reads Released and Log Level reads Error.
   NOTE: In Audience, you can manage the user’s access for a deployed script.
   
4. Click Save and the external URL of the script will display.
   
5. Under Audience, assign user or role (which user to login to Solver) associate to this script.
   

The RESTlet Suite Script is now deployed in NetSuite. Keep this external url, you will need it to login to Solver.

Deleting a Deployed Script

To delete a deployed script, perform the following steps:

1. Delete the Script Deployment.
2. Delete the Script Record.
3. Delete the Script file.

This completes the configuration of NetSuite. Users are now ready to create an integration to NetSuite via the Solver NetSuite Connector.

Edit a Saved Search from Bundle

Users can either use saved searches that installed from the Solver/BI360 bundle or create their own Saved Searches to meet their financial purpose.

Solver provides nine custom Saved Searches: GL, GL Detail, OBA, AP, AP Detail, AR, AR Detail and Inventory. It is recommended that you review and modify these saved searches as needed.

The following steps show that how to edit a saved search.

1. Navigate to Reports > Saved Searches > All Saved Searches.
2. Search for BI360_OBA and click Edit.
3. Navigate to the Results tab.
   
4. Click on each of these formulas and modify 8/1/2011 to starting date of your company, modify 8/31/2011 to ending date of that month of your company
5. Click Preview and verify that the report meets company’s goals. Click Save.
6. Return to the overall Saved Search overall page see the Saved Search ID. Keep this ID, you will need it to login to Solver.
   

Create a New Saved Search

The following are basic instructions to create a Saved Search. Please follow NetSuite documentation or consult your NetSuite Consultant for detailed instructions.

Saved searches must have unique column names.

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
   
2. On the New Saved Search page, scroll down and select Transaction.
   
3. Type in a descriptive Search Title and ID. The ID is what is visible in Solver. It is recommended to preface the ID as desired for easy searching later on.
   
4. Click Save.
5. Define the security, making it public or Available as list view.
   • Public: make this saved search available to all users with sufficient permissions.
   • Available as a view: make this search's results available to audience members as a view for lists of this kind of record.
     
6. The bottom half the screen allows users to select the type of data to bring in. There are best practices to ensure accurate data. Please discuss with your NetSuite consultant for more information related to your organization’s specific data
   • Criteria > Standard:
     • Set a filter for Memorized to No.
       
     • Apply an account filter to get the specific data desired. For example: To fetch General Ledger data, users may want to choose all accounts. For organizations with a Chart of Account (CoA) that has been configured with Account Types, it is recommended to use this attribute. Using attributes will allow the Saved Search to be dynamic as the organization’s CoA expands. When using Account codes, users must manually select all account codes.
       
     • To retrieve Accounts Payable data, apply a filter for Account. In the popup that appears, select the organization’s Accounts Payable account.
       
     • The Saved Search settings grid should now look like this:
       
     • Results: Click Results to see the columns that will be returned in the Saved Search.
       For summary data, you should choose the Summary Type > Group for the Date attribut.e
       For detail data, leave Summary Type blank
       • Available Filters: Use Available filters to filter down the data set. As an example, you may choose to not bring in all of the General Ledger data and can apply a date filter to retrieve only the last three years of General Ledger data.
       • Audience: If the Saved Search is not Public, use Audience to define which user(s)
         and/or role(s) can see this saved search.
       • All other menus are left blank in this example.
7. Click Save.
8. Click Preview to view the results of the Saved Search. The preview will show users the format that Solver will receive data.

Connecting Solver to NetSuite

In order to create an integration for NetSuite, the following credentials are needed:

• Username and Password
  • These credentials are the ones used to log into NetSuite for the user. This user will have the permissions configured in the instructions above.
    
• Account ID
  • Go to Setup > Company > Company Information to view.
    
• Role ID
  • Setup > Users/Roles > Manage Roles
    NOTE: In order to view the Internal ID column within NetSuite, the user will need to be logged in as an Administrator.
    
• Transaction Saved Search ID
  • Reports > Saved Searches > All Saved Searches
    
• Deployed Script URL
  • Customization > Scripting > Script Deployments. Select the Solver script that was uploaded in the previous steps of this document by clicking the View button.
    
  • The URL needed is listed under External URL.
    
• NetSuite Server – When connecting to a test environment, select Sandbox from the
  dropdown, if connecting to a production environment then select the Production
  option

Verifying the Version of Your BI360 RESTLet Script