The Target system configuration dialog: NetSuite settings

Use these settings to configure the NetSuite target system.

To access this dialog: Select a Services node in the administration tree-view, click Target system, select Netsuite and click Configuration.

The settings that appear here vary depending on the target system, version and current account level. Settings that are used for invoices (vendor bills) are also used for credit notes (vendor credits).

The System URL setting has been removed because the system URL is now detected automatically. No user action is required.

Use these settings to specify settings for the target service:

Output image format Determines the format of the output invoices.
  • PDF - If the original PDF is color, the output PDF is also color. Original text layers are preserved. If the original PDF does not contain text layers, ReadSoft Online adds text layers from the interpreted data.
  • PDF (black and white) - A black and white PDF. Original text layers are discarded and recreated using ReadSoft Online's own interpretation results. Choose this setting for the smallest file size.

    When ReadSoft Online receives XML invoices, it creates invoice images that may contain color; however, the file size is still small.

  • No image - This setting is only available for the NetSuite integration. When selected, no invoice image is sent to NetSuite.

If you change the output format, the change only applies to invoices that you upload after the change was made. Invoices that are already in the system at the time of the change are not affected.

Connection
Account The NetSuite account ID (required). To locate the account ID in NetSuite, navigate to Setup > Company > Company Information.

The account ID is case sensitive.

Email The email you use for standard authentication in NetSuite.

You cannot use an email that belongs to a user with the NetSuite Admin role when using Email/Password authentication.

Password The Email password.

For security purposes, the number of hidden characters do not necessarily match the number of characters in the password.

Token ID Specifies the token ID when using the token-based authentication method. If this setting is empty, Email/Password authentication is used instead.

See NetSuite documentation for more information about token-based authentication.

For security purposes, the number of hidden characters do not necessarily match the number of characters in the token ID.

Token secret Specifies the token secret that corresponds to the Token ID.
Account concurrency The number of simultaneous web API service calls that can be made to NetSuite.
Changing this setting to anything greater than zero requires additional licensing from NetSuite.
Disable mandatory custom field validation Determines whether custom fields are validated.
  • Selected - Custom fields are not validated.
  • Deselected - Custom fields are validated.
Application ID The application ID of the ReadSoft Online connector in NetSuite. This setting is required when using password-based authentication.
Consumer Key The consumer key of the ReadSoft Online connector in NetSuite. This setting is required when using token-based authentication.

See NetSuite documentation for more information about token-based authentication.

Consumer secret The consumer secret of the ReadSoft Online connector in NetSuite. This setting is required when using token-based authentication.
Integration
Custom form ID Leave blank to use the default vendor bill form in NetSuite.

Optionally, specify the ID of a customized vendor bill form to use.

Default expense account The default expense account number to use if no expense account is defined for the vendor.
GE dummy item code If you want to register all non-PO based invoices as item lines in NetSuite (instead of expense lines), specify the item code to use for such lines. Otherwise, leave this setting blank.

Learn how to create dummy codes.

PO dummy item code The item code to use in the following scenarios:
  • When you use line-pairing and process invoices that have additional lines that are not specified on the PO.

  • When you do not use line-pairing and process invoices where the invoice total amount differs from the PO total amount.

Learn how to create dummy codes.

Custom field mapping The custom field pattern (data template) you use to map ReadSoft Online data to NetSuite vendor bill and vendor credit fields.
Custom expense field mapping The custom field pattern (data template) you use to map ReadSoft Online data to NetSuite expense fields.
Custom item field mapping The custom field pattern (data template) you use to map ReadSoft Online data to NetSuite item fields.
PO receipt check Determines whether the integration checks if purchase orders have been received in NetSuite.
  • True (default) - POs must have the Pending bill state, or a variant of that state, in NetSuite in order to create and bill PO invoices in NetSuite.
  • False - The integration does not check the PO status. Choose False if you need to bill POs before they are received. In order to use this setting, ADVANCED RECEIVING and BILL IN ADVANCE OF RECEIPT must be enabled in NetSuite.
Target image folder The NetSuite archive image folder name (required). To locate Folders in NetSuite, navigate to Documents > Files > File Cabinets.
The folder must be at root level in NetSuite.
Use tax code from supplier Select this setting to get the tax code from the supplier data in NetSuite, if the tax code field is undefined or left blank during verification.
Use Supplier Entity ID as supplier number

When selected, the NetSuite supplier entity ID is mapped to the supplier number in ReadSoft Online and the NetSuite supplier company name is mapped to the ReadSoft Online supplier name.

When this setting is not selected, NetSuite supplier internal ID is mapped to the supplier number in ReadSoft Online and the NetSuite supplier entity ID is mapped to the ReadSoft Online supplier name.

Suppliers
Saved search ID The ID of the supplier saved search in NetSuite. Set to customsearchrsovendors when using the ReadSoft Online NetSuite bundle.

Use the Buyer-specific settings to specify saved search IDs for individual buyers.

When testing the integration settings, by clicking TEST, if any errors are detected in the Buyer-specific settings, this setting is highlighted in this view, but you must click Buyer-specific settings to correct any highlighted settings in the buyer-specific settings view.

Custom field lists
List field IDs Specifies the field IDs of NetSuite list fields (Transaction Body Field of type List/Record) that you want to import as master data. Separate multiple fields with semicolons (;).
The Client Suite Script and Server Suite Script features must be enabled in NetSuite (Setup > Company > Enable Features > SuiteCloud > SuiteScript group).
Expense list field IDs Specifies the field IDs of NetSuite list fields (Transaction Column Fields expenses of type List/Record) that you want to import as master data. Separate multiple fields with semicolons (;).
Item list field IDs Specifies the field IDs of NetSuite list fields (Transaction Column Fields items of type List/Record) that you want to import as master data. Separate multiple fields with semicolons (;).
Locations
Exclude inactives Determines whether inactive locations are included when importing master data from NetSuite.
Include parent in name

Determines whether the parent structure is included in the Name field when importing location master data from NetSuite.

When ReadSoft Online imports master data from NetSuite, address information is added to the Description field of the location master data, regardless of what your selection here.

Classifications
Include parent in name

Determines whether the parent structure is included in the Name field when importing classification master data from NetSuite.

Saved search ID The ID of the classifications saved search in NetSuite. Set to customsearchrsoclassifications when using the ReadSoft Online NetSuite bundle.

Use the Buyer-specific settings to specify saved search IDs for individual buyers.

When testing the integration settings, by clicking TEST, if any errors are detected in the Buyer-specific settings, this setting is highlighted in this view, but you must click Buyer-specific settings to correct any highlighted settings in the buyer-specific settings view.

Departments
Exclude inactives Determines whether inactive departments are included when importing master data from NetSuite.
Include parent in name

Determines whether the parent structure is included in the Name field when importing department master data from NetSuite.

Items
Saved search ID The ID of the item saved search in NetSuite. Set to customsearchrsoitems when using the ReadSoft Online NetSuite bundle.

Use the Buyer-specific settings to specify saved search IDs for individual buyers.

When testing the integration settings, by clicking TEST, if any errors are detected in the Buyer-specific settings, this setting is highlighted in this view, but you must click Buyer-specific settings to correct any highlighted settings in the buyer-specific settings view.

Purchase orders
Saved search ID The ID of the PO saved search in NetSuite. Set to customsearchrsopurchaseorders when using the ReadSoft Online NetSuite bundle.

Use the Buyer-specific settings to specify saved search IDs for individual buyers.

When testing the integration settings, by clicking TEST, if any errors are detected in the Buyer-specific settings, this setting is highlighted in this view, but you must click Buyer-specific settings to correct any highlighted settings in the buyer-specific settings view.

Accounts
Saved search ID The ID of the accounts saved search in NetSuite. Set to customsearchrsoglaccounts when using the ReadSoft Online NetSuite bundle.

Use the Buyer-specific settings to specify saved search IDs for individual buyers.

When testing the integration settings, by clicking TEST, if any errors are detected in the Buyer-specific settings, this setting is highlighted in this view, but you must click Buyer-specific settings to correct any highlighted settings in the buyer-specific settings view.

Projects
Saved search ID The ID of the projects saved search in NetSuite. Set to customsearchrsoprojects when using the ReadSoft Online NetSuite bundle.

Use the Buyer-specific settings to specify saved search IDs for individual buyers.

When testing the integration settings, by clicking TEST, if any errors are detected in the Buyer-specific settings, this setting is highlighted in this view, but you must click Buyer-specific settings to correct any highlighted settings in the buyer-specific settings view.

Customers
Saved search ID The ID of the customers saved search in NetSuite. Set to customsearchrsocustomers when using the ReadSoft Online NetSuite bundle.

Use the Buyer-specific settings to specify saved search IDs for individual buyers.

When testing the integration settings, by clicking TEST, if any errors are detected in the Buyer-specific settings, this setting is highlighted in this view, but you must click Buyer-specific settings to correct any highlighted settings in the buyer-specific settings view.

If you have network restrictions on IP addresses, ReadSoft Online uses these IP addresses to connect to NetSuite:

Europe
  • 40.112.91.53
  • 40.112.94.248
  • 40.112.94.169
  • 40.112.92.166
  • 191.235.217.28
  • 191.235.220.16
  • 191.235.220.26
  • 191.235.209.127
US
  • 23.101.181.124
  • 23.101.185.142
  • 23.101.181.66
  • 23.101.185.75
Australia
  • 104.210.88.111
  • 104.210.93.195
  • 104.210.92.223
  • 104.210.88.61