StarterPak: NetSuite Items/Price Level To Dynamics CRM Products/Pricing. Version 1.0

Transcription

1 StarterPak: NetSuite Items/Price Level To Dynamics CRM Products/Pricing 8/4/2015

2 Important Notice No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, photocopying, recording, or otherwise, without prior written consent of Scribe Software Corporation. No patent liability is assumed with respect to the use of the information contained herein. While every precaution has been taken in the preparation of this book, Scribe Software Corporation assumes no responsibility for errors or omissions. This publication and features described herein are subject to change without notice. Scribe Software Corporation makes no representations or warranties, either expressed or implied, by or with respect to anything in this manual, and shall not be liable for any implied warranties of merchantability or fitness for a particular purpose or for any indirect, special or consequential damages. Disclaimer The names of companies, products, people, and/or data used in window illustrations and sample output are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. Trademarks Scribe Online is a trademark of Scribe Software Corporation. All other products or services mentioned in this document are identified by the trademarks or service marks of their respective companies or organizations. Scribe Software Corporation disclaims any responsibility for specifying which marks are owned by which companies or organizations. Publishing Information Scribe Software Corporation. All rights reserved.

3 Contents NetSuite Items/Price Levels To Dynamics CRM Products/Pricing StarterPak 1 About The StarterPak 1 StarterPak Contents 2 Requirements 2 Supported Dynamics CRM Versions 3 Preparing The StarterPak 4 Extract The Files From The Zip File 4 Configuring The Scribe Online Connections 5 Configure The Dynamics CRM Connection 5 Configure The NetSuite Connection 5 Configuring The Scribe Online Solution 6 Create Solution 6 StarterPak Map 7 General Information 7 Product 7 Pricing 7 Price Lists 7 Required Map Edits 8 StarterPak: NetSuite Items/Price Level To Dynamics CRM Products/Pricing - i -

4 NetSuite Items/Price Levels To Dynamics CRM Products/Pricing StarterPak NetSuite Items/Price Levels To Dynamics CRM Products/Pricing StarterPak Welcome to Scribe s NetSuite Items/Price Levels To Dynamics CRM Products/Pricing StarterPak. This StarterPak supports creating Products and default Price List pricing in Dynamics CRM from NetSuite Items and Price Levels. This StarterPak is part of the NetSuite and Dynamics CRM StarterPak series and can be used independently or with other StarterPaks in the series. About The StarterPak This StarterPak uses NetSuite Items to create Dynamics CRM Products, as shown: NetSuite Items/Price Levels To Dynamics CRM Products/Pricing This StarterPak is available as a downloadable ZIP file, ScribeStarterPak-NetSuiteto-DynamicsCRM-Products-and-Pricing_v1_0.zip, from the the Scribe Downloads page. StarterPak: NetSuite Items/Price Level To Dynamics CRM Products/Pricing - 1 -

5 NetSuite Items/Price Levels To Dynamics CRM Products/Pricing StarterPak StarterPak Contents The StarterPak includes: NS - CRM Products & Pricing.xml An XML file containing the Scribe Online map that defines the mappings between NetSuite and Dynamics CRM for products and pricing...\crm2015\scribesolutionforproducts_crm2015_1_0_0_managed.zip A Dynamics CRM managed solution for use with Dynamics CRM 2015 On Premise or Dynamics CRM Online that creates the ScribeExternalId field on the Product entity in Dynamics CRM...\CRM2011-CRM2013\ScribeSolutionforProducts_CRM2011-CRM2013_1_0_ 0_managed.zip A Dynamics CRM managed solution for use with Dynamics CRM 2011 or Dynamics CRM 2013 that creates the ScribeExternalId field on the Product entity in Dynamics CRM. Requirements In addition to the StarterPak, your site needs: A trial or paid subscription to Scribe Online Integration Services (IS). Access to a Dynamics CRM Organization. A Dynamics CRM user with appropriate credentials and permissions to: o o Import custom solutions. Create and update the entities into which the StarterPak integrates. Access to a NetSuite Organization. A NetSuite user with appropriate credentials and permissions to query the entities the StarterPak uses. A Scribe Online Cloud or On-Premise Agent. This StarterPak uses CSV files that require an On-Premise Agent. If you plan to use a Cloud Agent, you must convert the CSV files to Lookup Tables and modify the formulas within the map accordingly. A NetSuite configuration with Multiple Prices enabled. To configure this setting: 1. In NetSuite, click Setup > Company > Enable Features. 2. On the Enable Features page, click Transactions. 3. Under Sales, verify the Multiple Prices option is selected. Item pricing integration is only supported under this configuration. StarterPak: NetSuite Items/Price Level To Dynamics CRM Products/Pricing - 2 -

6 NetSuite Items/Price Levels To Dynamics CRM Products/Pricing StarterPak Supported Dynamics CRM Versions The following versions of Dynamics CRM are supported: Dynamics CRM Online Dynamics CRM 2015 On Premise Dynamics CRM 2013 On Premise Dynamics CRM 2011 On Premise StarterPak: NetSuite Items/Price Level To Dynamics CRM Products/Pricing - 3 -

7 Preparing The StarterPak Preparing The StarterPak This section describes the steps required to prepare NetSuite and Dynamics CRM, extract files from the.zip file, and configure the Scribe Online connections. For information on Scribe Online tasks, such as configuring source and target connections and using Scribe Online, see the Scribe Online Help Center. Extract The Files From The Zip File Unzip only the ScribeStarterPak-NetSuite-to-DynamicsCRM- Products-and-Pricing_v1_0.zip file. Do not unzip the Scribe CRM Solution zip files contained in this file. 1. Download the ScribeStarterPak-NetSuite-to-DynamicsCRM-Products-and- Pricing_v1_0.zip file. 2. Extract the files to a location that can be accessed by Scribe Online. 3. Verify which version of Dynamics CRM you are using. You must select the appropriate managed.zip file to import based on the version of Dynamics CRM. 4. Install the Dynamics CRM Custom Solution by logging into your Dynamics CRM Organization and importing one of the following managed.zip files: For Dynamics CRM 2015 On Premise or Dynamics CRM Online browse to the..\crm2015\ directory and select ScribeSolutionforProducts_CRM2015_1_ 0_0_managed.zip For Dynamics CRM 2011 or 2013 browse to the..\crm2011-crm2013\ directory and select ScribeSolutionforProducts_CRM2011-CRM2013_1_0_0_ managed.zip. 5. Copy the NS CRM Products & Pricing.xml file to a directory under your Scribe Online installation, such as..\scribe Software\Scribe Online Agent\Maps\. StarterPak: NetSuite Items/Price Level To Dynamics CRM Products/Pricing - 4 -

8 Configuring The Scribe Online Connections Configuring The Scribe Online Connections Connections are used in multiple maps, therefore, Scribe recommends creating Connections from the Connections page and adding them to the maps as needed. For information, see Adding Connections. Configure The Dynamics CRM Connection Configure the Dynamics CRM Connection, as described in Scribe Online Connector For Microsoft Dynamics CRM. Verify that you have the credentials and permissions to: Create and update Products Create Price List Entries Query Unit Groups (schedules) and units of measure If you are using an existing Dynamics CRM Connection, refresh the metadata as described in Managing Connections. Configure The NetSuite Connection Configure the NetSuite Connection as described in Scribe Online Connector For NetSuite. Verify that you have the credentials and permissions to: Query Items Query Item Price Lists If you are using an existing NetSuite Connection, be sure to refresh the metadata as described in Managing Connections. StarterPak: NetSuite Items/Price Level To Dynamics CRM Products/Pricing - 5 -

9 Configuring The Scribe Online Solution Configuring The Scribe Online Solution After you create Scribe Online Connections, configure the Solution. Create Solution 1. Configure Step 1 and Step 2 of the Solution. See Managing Solutions. 2. On Step 3, Defining a Map, click Import, browse to the NS CRM Products & Pricing.xml file, and import that file. The map shows as Incomplete. 3. Open the map and configure the source and target connections. You must modify the map for your NetSuite Organization, your Dynamics CRM Organization, and your business requirements. For more information, see the StarterPak Map section. StarterPak: NetSuite Items/Price Level To Dynamics CRM Products/Pricing - 6 -

10 StarterPak Map StarterPak Map This section provides details about the map included in this StarterPak. For more information on the specific field mappings, review the map in Scribe Online. NS-> CRM: Inventory Item Upsert Retrieves all active items of type Inventory Item from NetSuite. By default, the map processes all records created or updated since the last run/date time, which is based on the NetSuite lastmodifieddate field. It also retrieves all related Inventory Item Price Lists or Price Levels, and creates or updates Products and Price Lists in Dynamics CRM from NetSuite Inventory Item and Price Level information. This map contains hard-coded values that must be replaced with the values from your Organizations or with an appropriate formula. More information is provided in the sections that follow. General Information This section provides additional information about the Product and Pricing information in the map in this StarterPak. Product The internalid of the Item from NetSuite is written to the ScribeExternalId field on the Product in Dynamics CRM. If an existing Product in Dynamics CRM has a matching internalid/scribeexternalid, it is updated. Otherwise, a new Product is created. NetSuite has many types of items. Each supported type is exposed as its own entity. To integrate a type other than Inventory Item, duplicate the provided map and modify as needed. See Scribe Online Connector For NetSuite for more information on the supported types. Pricing Although NetSuite supports quantity-based pricing and multiple price levels, this StarterPak only supports a single price level, which is the Base Price, and quantity 0 pricing. Price Lists The Base Price from NetSuite is used to create pricing for a single Price List for the base unit of measure. If the Price List entry already exists, it is updated. Otherwise, a new Price List entry is created. StarterPak: NetSuite Items/Price Level To Dynamics CRM Products/Pricing - 7 -

11 StarterPak Map Required Map Edits You must change the following: Lookup CRM UOM Schedule Change the value for the name field in the Lookup Criteria tab to the name of the desired Unit Group from your Dynamics CRM Organization. Lookup CRM UOM Change the value for the name in the Lookup Criteria tab to the name of the desired Unit of Measure from your Dynamics CRM Organization. Lookup CRM Price Level Change the value for the name in the Lookup Criteria tab to the name of the desired Price Level from your Dynamics CRM Organization. StarterPak: NetSuite Items/Price Level To Dynamics CRM Products/Pricing - 8 -