Make sure all options under SuiteBuilder are enabled.Hover over Setup > Company > select Enable features.Make sure the following settings are made within the Oracle NetSuite account:.Write this value down (it'll be used several times during setup).Account ID is displayed on the top left, under Primary Information. To find this in Oracle NetSuite, hover over Setup > Integration and select SOAP Web Services Preferences.Contact Cashflow360 Customer Support and provide the Oracle NetSuite Account ID to get access. Access to the bundle in Oracle NetSuite.Administrator or Accountant access to the Cashflow360 account.Administrator access to the Oracle NetSuite account.A brand new Cashflow360 account with a verified bank account (bank account not mandatory).To get started, please note the following requirements: While we recommend completing the setup in one sitting, it's okay to take a break at the end of a given section. There will be periods of downtime while waiting for the bundle to install, or for records to sync into Cashflow360, which happens at the end of each section. The setup process will take at least 90-120 minutes, more if syncing multiple subsidiaries. See Oracle NetSuite Accounts Receivables sync: Frequently asked questions (FAQ), listed in Resources below for more information. The purchase order can not be viewed in Cashflow360 - The Purchase Order number will appear on bills and vendor credits that originated from POs in Oracle NetSuite - Bills created from POs from Oracle NetSuite shouldn't be edited in Cashflow360 or the corresponding Oracle NetSuite bill will be unlinked from the PO Payments synced from to Oracle NetSuite will always use the same Department, Class, and/or Location per subsidiary, based on selection in Cashflow360 sync preferences The option to only sync bills/vendor credits that have been approved is available in Preferences within Oracle NetSuite Partially and fully applied vendor credits only sync from Cashflow360 to Oracle NetSuite - Vendor Credit applications (applying, un-applying, and reapplying) only sync from Cashflow360 to Oracle NetSuite - To configure the sync to apply vendor credits in Oracle NetSuite when a period is closed, enable Non-GL Changes - Syncing vendor credits from Oracle NetSuite to Cashflow360 can be disabled in Preferences within Oracle NetSuite - To configure the sync to apply vendor credits in Oracle NetSuite when a period is closed, enable Non-GL Changes - Syncing vendor credits from Oracle NetSuite to Cashflow360 can be disabled in Preferences within Oracle NetSuite Partially and fully paid bills don't sync from Oracle NetSuite to Cashflow360 - Syncing bills from Oracle NetSuite to Cashflow360 can be disabled in Preferences within Oracle NetSuite Cashflow360 doesn't support the setup for International Oracle Netsuite Accounts Custom fields will be preserved in Oracle NetSuite but won't be visible in Cashflow360 They won't prevent the bills from syncing to Cashflow360. When creating custom fields in Oracle NetSuite, assign a default value to avoid any conflicts - Custom fields are ignored by the sync. Items created in Cashflow360 and synced to Oracle NetSuite use the subtype: For Resale Cashflow360 supports only one subsidiary per customer - Customers with Access enabled in Oracle NetSuite need to be updated in Oracle NetSuite Vendors with Access enabled in Oracle NetSuite need to be updated in Oracle NetSuite Record types and known limitations Record Type The following image shows what objects sync and in which direction.
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