StarterPak: Salesforce To NetSuite Opportunity To Sales Order

Transcription

1 StarterPak: Salesfrce T NetSuite Opprtunity T Sales Order 1.0 6/9/2015

2 Imprtant Ntice N part f this publicatin may be reprduced, stred in a retrieval system, r transmitted in any frm r by any means, phtcpying, recrding, r therwise, withut prir written cnsent f Scribe Sftware Crpratin. N patent liability is assumed with respect t the use f the infrmatin cntained herein. While every precautin has been taken in the preparatin f this bk, Scribe Sftware Crpratin assumes n respnsibility fr errrs r missins. This publicatin and features described herein are subject t change withut ntice. Scribe Sftware Crpratin makes n representatins r warranties, either expressed r implied, by r with respect t anything in this manual, and shall nt be liable fr any implied warranties f merchantability r fitness fr a particular purpse r fr any indirect, special r cnsequential damages. Disclaimer The names f cmpanies, prducts, peple, and/r data used in windw illustratins and sample utput are fictitius and are in n way intended t represent any real individual, cmpany, prduct, r event, unless therwise nted. Trademarks Scribe Online is a trademark f Scribe Sftware Crpratin. All ther prducts r services mentined in this dcument are identified by the trademarks r service marks f their respective cmpanies r rganizatins. Scribe Sftware Crpratin disclaims any respnsibility fr specifying which marks are wned by which cmpanies r rganizatins. Publishing Infrmatin Scribe Sftware Crpratin. All rights reserved.

3 Cntents Salesfrce T NetSuite Opprtunity T Sales Order StarterPak 1 Abut The StarterPak 1 StarterPak Cntents 1 Requirements 2 Preparing The StarterPak 3 Extract The Files Frm The Zip File 3 Cnfiguring The Scribe Online Cnnectins 4 Cnfigure The Salesfrce Cnnectin 4 Cnfigure The NetSuite Cnnectin 4 Cnfiguring The Scribe Online Slutin 5 Create The Slutin 5 StarterPak Maps 6 Custmers And Addresses 6 Identifier Keys 6 Billing And Shipping Addresses 7 Sales Order 7 State And Cuntry Values 7 Sales Order Lines 7 Upsert, Update, And Update/Insert In NetSuite 8 Sales Tax StarterPak: Salesfrce t NetSuite Opprtunity t Sales Order - i -

4 Salesfrce T NetSuite Opprtunity T Sales Order StarterPak Salesfrce T NetSuite Opprtunity T Sales Order StarterPak Welcme t Scribe s Salesfrce T NetSuite Opprtunity T Sales Order StarterPak, which supprts creating a Sales Order in NetSuite frm a Clsed/Wn Opprtunity and the synced Qute frm Salesfrce. Designed fr a single Price Bk/Price Level, it als supprts Custm pricing. This StarterPak is part f the NetSuite and Salesfrce StarterPak series and can be used independently r with ther StarterPaks in the series. Abut The StarterPak This StarterPak supprts creating Sales Orders in NetSuite frm Clsed/Wn Opprtunties in Salesfrce: Salesfrce T NetSuite Opprtunity T Sales Order This StarterPak is available as a dwnladable zip file, ScribeStarterPak-Salesfrcet-NetSuite-Opprtunity-t-SalesOrder_v1_0.zip. Yu can dwnlad this file frm the Scribe Dwnlads page. StarterPak Cntents The StarterPak includes: SF-NS Opprtunity t Sales Order.xml An XML file cntaining the Scribe Online map that defines the mappings between Salesfrce and NetSuite fr Sales Orders...\Samples A flder cntaining sample csv files: Cuntry.csv MX.csv 1.0 StarterPak: Salesfrce t NetSuite Opprtunity t Sales Order - 1 -

5 Salesfrce T NetSuite Opprtunity T Sales Order StarterPak Requirements In additin t the StarterPak, yur site needs: A trial r paid subscriptin t Scribe Online Integratin Services (IS). Access t a Salesfrce Organizatin with: State and Cuntry Picklists enabled Qute functinality enabled A Salesfrce user with apprpriate credentials and permissins t query the entities int which the StarterPak integrates. Access t a NetSuite Organizatin. A NetSuite user with apprpriate credentials and permissins t create the entities the StarterPak uses. A Scribe Online Clud Agent r On-Premise Agent The StarterPak uses CSV files that require an On-Premise Agent. If yu plan t use a Clud Agent, yu must cnvert the CSV files t Lk Up Tables and mdify the frmulas within the maps accrdingly. StarterPak: Salesfrce t NetSuite Opprtunity t Sales Order

6 Preparing The StarterPak Preparing The StarterPak This sectin describes the steps required t prepare NetSuite and Salesfrce, extract files frm the zip file, and cnfigure Scribe Insight cnnectins. Fr infrmatin n Scribe Online tasks, such as cnfiguring surce and target cnnectins and using Scribe Online, see the Scribe Online Help Center. Extract The Files Frm The Zip File 1. Dwnlad the ScribeStarterPak-Salesfrce-t-NetSuite-Opprtuntiy-t- SalesOrder_v1_0.zip file 2. Extract the files t a lcatin that can be accessed by Scribe Online. 3. Cpy the fllwing XML file t a directry under yur Scribe Online installatin, such as..\scribe Sftware\Scribe Online Agent\Maps\: SF - NS Opprtunity t Sales Order.xml 4. Cpy all files frm the Samples flder, created when the zip file was extracted, t the Scribe Sftware\Scribe Online Agent\Data Exchange flder. 1.0 StarterPak: Salesfrce t NetSuite Opprtunity t Sales Order - 3 -

7 Cnfiguring The Scribe Online Cnnectins Cnfiguring The Scribe Online Cnnectins Fr this StarterPak, Scribe recmmends creating yur cnnectins frm the Cnnectins page, because yu must assign these glbal cnnectins t each map. Fr infrmatin, see Adding Cnnectins. Cnfigure The Salesfrce Cnnectin Cnfigure the Salesfrce Cnnectin as described in Scribe Online Cnnectr Fr Salesfrce. Verify that yu have the credentials and permissins t query Accunts, Opprtunities and Qutes. If yu are using an existing Salesfrce Cnnectin, refresh the metadata as described in Managing Cnnectins. Cnfigure The NetSuite Cnnectin Cnfigure the NetSuite Cnnectin as described in Scribe Online Cnnectr Fr NetSuite. Verify that yu have the credentials and permissins t Create: Custmer Custmer Address Sales Order Sales Order Lines If yu are using an existing NetSuite Cnnectin, refresh the metadata as described in Managing Cnnectins. StarterPak: Salesfrce t NetSuite Opprtunity t Sales Order

8 Cnfiguring The Scribe Online Slutin Cnfiguring The Scribe Online Slutin After yu create Scribe Online Cnnectins, cnfigure the Slutin. Create The Slutin 1. Cnfigure Step 1 and Step 2 f the Slutin. See Managing Slutins. 2. On Step 3, Defining a Map, click Imprt and brwse t and imprt the fllwing XML file: SF - NS Opprtunity t Sales Order.xml The map yu imprt shw as Incmplete. 3. Open the map and cnfigure the surce and target cnnectins. The map requires mdificatins specific t yur NetSuite and Salesfrce Organizatins and yur business requirements. Fr mre infrmatin, see the StartPak Maps sectin, belw. 1.0 StarterPak: Salesfrce t NetSuite Opprtunity t Sales Order - 5 -

9 StarterPak Maps StarterPak Maps This sectin prvides details abut the map included in this StarterPak. Fr mre infrmatin n the specific field mappings, review the maps in Scribe Online. The StarterPak includes the fllwing map: SF-> NS: Create Sales Order frm Clsed/Wn Opprtunity Retrieves all Clsed Wn Opprtunities, related Accunts, synced Qutes, and line items frm Salesfrce, and creates Sales Orders in NetSuite. The map prcesses all recrds created since the last run/date time, which is based n the Salesfrce CreateDate field. If the related Custmer des nt exist in NetSuite, the Custmer, default Billing Address, and default Shipping Address are created in NetSuite. This map creates the Sales Order in NetSuite frm a Salesfrce Opprtunity that has a synched Qute. If yu d nt use Salesfrce Qutes, mdify the Create NS Sales Order blck t create a Sales Order in NetSuite frm a stand-alne Opprtunity in Salesfrce: externalid Change this link t use the Salesfrce Opprtunity Id, instead f the Salesfrce Qute Id. shippingcst D ne f the fllwing: If yu have Shipping and Handling charges, change this link t use the Salesfrce field where yur Organizatin stres Shipping and Handling charges. If yu d nt have Shipping and Handling charges, set this field t TODOUBLE ("0"), which results in a $0.00 shipping cst in NetSuite. Custmers And Addresses When wrking with Cntact and Address infrmatin, cnsider the fllwing. Identifier Keys When yu define yur integratin apprach and best practices, yu can chse whether r nt t stre the unique identifiers, r keys. Yu can d ne f: Stre keys frm the surce system in the target system Stre keys frm the target system back int the surce system D nt stre keys The StarterPak stres the key frm the surce system in the target. The ID n the Accunt in Salesfrce is written t the externalid field f the Custmer NetSuite. Lkup NS Custmer uses the Cmpany Name as the Lkup Criteria, t prevent making assumptins abut key sharing. Scribe recmmends mdifying the match criteria and basing it n the key fields. StarterPak: Salesfrce t NetSuite Opprtunity t Sales Order

10 StarterPak Maps Billing And Shipping Addresses The Billing Address and Shipping Address fr the Accunt in Salesfrce are used t ppulate the default Billing Address and default Shipping Address in NetSuite. Sales Order By default, the Sales Order is created using the default Billing Address and the default Shipping Address frm the Custmer and the default State in NetSuite. The Create NS Sales Order blck cntains a hard-cded internalid value fr the Inventry Lcatin. Yu must replace the InternalID value fr the Inventry Lcatin with the apprpriate value fr yur NetSuite Organizatin. State And Cuntry Values The State and Cuntry values differ between NetSuite and Salesfrce. The StarterPak cntains tw sample CSV files t transfrm these values frm NetSuite t Salesfrce that frmulas in the maps reference. Because these CSV files d nt cver all cuntry and state scenaris, yu must review the CSV files and frmulas, and update them t suit yur business needs. Yur implementatin may require ther CSV files in additin t the samples prvided. Cuntry values NetSuite Cuntry values differ frm Salesfrce Cuntry Cdes. Fr example, the NetSuite Cuntry value is _unitedstates, while the Salesfrce Cuntry Cde is US. The Cuntry.csv file prvides a list f NetSuite cuntry values and crrespnding Salesfrce Cuntry Cdes. State values The State values in NetSuite and Salesfrce may differ and require transfrmatin. Fr example, by default, the States fr United States, Australia, and Canada match and require n transfrmatin. Hwever, the values fr Mexic differ and d require transfrmatin. Use the MX.csv file, which prvides NetSuite State values and crrespnding Salesfrce values, as an example fr ther cuntries that require transfrmatins. Sales Order Lines When creating transactin lines in NetSuite, yu must prvide the internalid fr the Item as well as the Price Level. The Lkup NS Inventry Item blck is cnfigured t use the ItemId/Prduct Cde as the Lkup Criteria, s as t nt make any assumptins abut key sharing. Scribe recmmends mdifying the match criteria and basing it n the key field. The Fetch NS Inventry Item Price List retrieves and lps thrugh all NetSuite Price Levels assciated with the Prduct. The map assumes the Base Price in NetSuite and the Standard Price in Salesfrce are the same, and is the nly Price Level/Price Bk in use. 1.0 StarterPak: Salesfrce t NetSuite Opprtunity t Sales Order - 7 -

11 StarterPak Maps The If SF Unit Price matches NS Base Price blck determines if the Salesfrce price matches the NetSuite price fr the Base Price Level. The Base Price internalid is hardcded in the first Create NS Sales Order Items blck. If yu either use a Price Level ther than the Base Price, r the Salesfrce price differs frm the value n the NetSuite Price Level, yu may need t mdify the line t use a Price Level f Custm. The internalid fr this is hard-cded in the secnd Create NS Sales Order Items blck, and shuld nt have t be changed fr any reasn. Upsert, Update, And Update/Insert In NetSuite Yu can extend the maps t supprt Upsert r Update fr the Custmer by changing the blck peratin type f the Create NS Custmer blck: Upsert Uses the externalid fr recrd matching. The externalid is already linked. Update Use either the externalid r internalid fr recrd matching. The map can als be extended t supprt Updates fr Custmer Addresses by changing the blck peratin type f the Create Address blcks in the map: Use the parentinternalid and the addressinternalid fr recrd matching. parentinternalid The internalid f the Custmer assciated with the address. addressinternalid The internalid fr the specific address. The Address Entity des nt supprt Upsert. Sales Tax The StarterPak was designed against a NetSuite Organizatin withut Advanced Taxes enabled and with the fllwing Sales Tax cnfiguratin: StarterPak: Salesfrce t NetSuite Opprtunity t Sales Order

12 StarterPak Maps If the Custmer and Item are taxable and yu use this cnfiguratin with the State Tax tables prvided by NetSuite, the Sales Tax is calculated n the pstal cde f the Shipping Address n the Sales Order. The pstal cde is cntained within a Tax Grup. 1.0 StarterPak: Salesfrce t NetSuite Opprtunity t Sales Order - 9 -