Tag Archives: Netsuite

Wedid: Inventory Reconciliation Report (CSV format)

Challenges

Client requested for a report to outline the discrepancies between the inventory items between the warehouse management system (SCALE) and the ERP system (Netsuite). Both stock list will be uploaded to FTP server based on the schedule set. And in return, a report in CSV format is require to outline the items’ quantity from both system as well as the variance between the quantity on hand.

Solution:

ftp_ftp

Purpose To produce a daily Inventory Reconciliation Report that outline the variance between 2 systems’ item quantity on hand.
Applications FTP
Versions FTP
Tool Dell Boomi Atomsphere
Information SCALE Stock List File (FTP) + Netsuite Stock List File (FTP) > Inventory Reconciliation Report (FTP)
Data Formats Flat File
Volumes ~20000/day
Process Both stock list files are retrieved from the FTP server daily which then they will be processed to generate a csv format reconciliation report.
Schedule Daily
Complexity Low

 

Wedid: Netsuite & Warehouse Management System (Scale) Integration

Challenges:

The client uses Netsuite to manage the transaction orders and Manhattan SCALE, a warehouse system to manage the distribution of the products, they would like to sync data between both the systems to keep track of the orders and the inventory system

Solution:

ns_SCALE

Purpose The inventory records between two systems need to be consistently synced to track orders (from sales, purchase and return activities) and inventory (from warehouse).
Applications Netsuite
SCALE
Tool Dell Boomi Atomsphere
Information Netsuite Inventory Item > SCALE Item
Netsuite Transaction Order > SCALE Receipt
Netsuite Transaction Order > SCALE Shipment
Data Formats XML
Volumes ~100/day
Process Netsuite Inventory Item create/update SCALE Item
Netsuite Transaction Order create/update SCALE Receipt
Netsuite Transaction Order create SCALE Shipment
Schedule Every 5 minutes
Complexity Medium

Netsuite: Retrieving Picklist Value Internal IDs

In Netsuite Web Services, list fields require internal IDs to specify the list values.

First, you will need to enable the ‘Show Internal IDs’ in the system preference.

1. Go to Home > Set Preferences.

2. Under the General tab, under Defaults, check ‘Show Internal IDs.

After that, you can go to the list field configuration page, under the Values tab, you will see list of the values and their IDs.

List_Field

WhippleHill uses cloud integration to automate the sync of information between Netsuite and JIRA

Challenges

Running NetSuite for support and JIRA for development meant there was no connection between Issues in both systems. Product Owners,
Developers, QA Testers, and managers had to check the two separate systems to see the whole picture, often hourly. JIRA users could not see the NetSuite issues on their project boards so they never had a clear picture of everything on their plate. Agile product owners could not size their sprints well because the time-boxed NetSuite work was not accounted for in the sprints. An integrated solution was needed so that the support sta could see this information in Netsuite and development could continue working with JIRA.

Solutions:

A solution was built on the Dell Boomi integration platform. All development and management of the Atom is performed in the cloud and no additional software is required to be installed on-premise. Utilizing Boomi’s NetSuite and JIRA Connectors, WhippleHill’s Netsuite and JIRA issues are able to synchronize seamlessly

Read more on the PDF linked below.

 WhippleHill_CStudy

Mindjet Standardizes Back-Office Application Integrations with Minimal IT Support

Challenges

Mindjet was using NetSuite for financials and billing, and planned to implement salesforce.com for CRM and Support. While the immediate integration need was to connect salesforce.com and NetSuite, Mindjet wanted an integration platform that could integrate all their back and front office systems.

Solutions:

Mindjet evaluated several Integration as a Service (IaaS) providers. Boomi was the clear choice due to their “pure cloud” approach which does not require coding or appliances.

They decided to include Boomi AtomSphere in their implementation of Salesforce CRM & Support in order to integrate it with NetSuite. This integration project included a bi-directional integration of their price book, opportunities and customer data/orders between Salesforce and NetSuite. Mindjet selected one of Boomi’s System Integration partners, WDCi, to support them in their implementation of the integration of NetSuite and Salesforce.

Read more in the PDF linked below.

Mindjet Integrates CRM & Financials Eliminate Manual Data Entry

Challenges

Mindjet’s Director of Business Applications, was tasked with integrating the company’s back-office applications, without adding headcount. The immediate integration need was to connect Salesforce and NetSuite, with a view to integrating of all their back and front office systems over time.

Solutions:

  • Dell Boomi was the clear choice due to their “pure cloud” approach, requiring no coding or appliances.
  • Mindjet selected WDCi, to migrate their data, implement the integration and to manage after go-live.

Wedid: Netsuite to CSV

ns-csv

Purpose Migrate data from Netsuite to CSV file format
Applications Netsuite
Versions Netsuite
Tool XML and CSV Export
Information Customer
Contact
Services
Case
Opportunities
Items
Leads
Prospects
General Ledger
Data Formats XML and CSV
Volumes < 1,000,000 records
Error Handling Nil, data was exported to required format only
Complexity Simple

 

Wedid: Netsuite to Salesforce

ns-sf-migrate

Purpose Migrate data from Netsuite to Salesforce
Applications Netsuite
Salesforce
Versions Hosted Version
Tool XML and CSV Export
Information Customer
Contact
Product
Lead
Case
Notes
Opportunity
Invoice
Asset
Data Formats XML and CSV
Volumes < 1,000,000 records
Error Handling Write failed data to external file for further cleansing, fix and reload.
Complexity Complex

 

Wedid: XML EDI, Salesforce and Netsuite

Challenges

The customer has a distributor that sell their product to reseller or end user throughout Europe countries.
When an order is placed, the distributor will send an email with Purchase Order information and this information was being keyed into Netsuite manually.
Once the order was confirmed, a separate email with Invoice information was sent back to the distributor.
Sometimes, the Purchase Order will have to match to an opportunity that is created in Salesforce before the order is placed. And, the matched Salesforce opportunity needs to be synced to Netsuite.
This is inefficient and prone to errors due to the large volume of Purchase Orders to be processed daily.

Solution:

sfnsandftp

Purpose To capture purchase orders placed by distributors automatically and acknowledge them once the purchase order is processed.
Match the existing Salesforce Opportunity with the information contains in the XML PO EDI and sync it to Netsuite.
To send a confirmed invoice to distributors together with the associated product license key.
Applications Netsuite (ERP)
Salesforce (CRM)
XML EDI (FTP)
Versions Netsuite ERP
Salesforce v28.0
XML
Tool Dell Boomi Atomsphere
Information XML PO > Match Salesforce Opportunity > Netsuite Opportunity
XML PO > Netsuite Sales Order
Purchase Order Acknowledgement > XML PO Ack
Netsuite Invoice > XML Invoice
Data Formats Web service XML envelop (Netsuite and Salesforce), XML EDI
Volumes ~100/day
Process Retrieves XML PO EDI file via FTP and create into Netsuite Sales Order.Matches customer and reseller information found in the XML PO EDI with existing customer in Netsuite by using advanced customer matching logic.

Matches the opportunity information found in the XML PO EDI with existing opportunity in Salesforce and sync to Netsuite.

Retrieves Netsuite Invoice for the sales order and create XML Invoice EDI and place to FTP.

Schedule Hourly
Complexity Moderate

 

Wedid: X12 EDI and Netsuite

Challenges

The customer has many distributors that sell their product to reseller or end user.

When an order is placed, the distributor will send an email with Purchase Order information and this information was being keyed into Netsuite manually.
Once the order was confirmed, a separate email with Invoice information was sent back to the distributor.
This is inefficient and prone to errors due to the large volume of Purchase Orders to be processed daily.

Solution:

ns_edi

Purpose To capture purchase orders placed by distributors automatically and acknowledge them once the purchase order is processed.
To send a confirmed invoice to distributors together with the associated product license key.
Applications Netsuite (ERP)
EDI (FTP)
Versions Netsuite ERP
EDI
Tool Dell Boomi Atomsphere
Information EDI 850 > Netsuite Sales Order
Purchase Order Acknowledgement > EDI 855
Netsuite Invoice > EDI 810
Data Formats X12, XML (Netsuite)
Volumes 100/day
Process Retrieves EDI 850 via FTP and create into Netsuite Sales Order.Matches customer and reseller information found in the EDI 850 with existing customer in Netsuite by using advanced customer matching logic.

Retrieves Netsuite Invoice for the sales order and create EDI 810 and place to FTP.

Schedule Hourly
Complexity Moderate