Oracle NetSuite Quote-to-Cash


Process description

Quote to Cash process

The objects that are involved in the Q2C process are: quote items, sales order items, delivery items, invoice items, and payments.

A user creates a quote with a series of quote items, which are converted into a sales order with a series of sales order items that are being purchased by a customer. Once approved, these sales orders are sent to order fulfillment, where delivery of the items is planned, scheduled, and executed. These items are then invoiced to the customer, with payments then collected around pre-defined payment terms.

The below is an object relationship diagram of the objects used in the creation of the events for the Q2C process.

Available tags & due dates

The following tags are available by default.

Tag Description
Throughput time more than 30 days max(event_end) - (min event_end) > 30 per object
Quote item value differs from sales order item value quote_item."value" != sales_order_item."value"
Total invoice item values differs from sales order item value sales_order_item."value" != sum(invoice_item."Value")
Change in sales order item value Quote_item_event_log."Activity" = 'Change sales order item value'
Change in sales order item quantity Quote_item_event_log."Activity" = 'Change sales order item quantity'
Partial goods delivery sales_order_item."Quantity" > sum(delivery_item."Quantity")

The following due dates are available by default.

Due Date Description
Payment due date Difference between invoice item due date and create payment date

Extraction

This app template uses Netsuite version 2021.2 or higher as source system. NetSuite has two data model configurations: SuiteTalk and SuiteQL. Both SuiteTalk and SuiteQL schemas are used in this app template.

Extraction for the system is done using CData Sync. To set-up the extraction, make sure you have a valid license for CData Sync and have installed CData Sync.

System configuration

To be able to connect to Netsuite, certain features need to be enabled in Netsuite and a role should be created with the correct access. Furthermore a custom saved search needs to be created in Netsuite.

Features and user role

In NetSuite, go to Setup -> Company -> Enable Features and enable the following in the SuiteCloud tab:

A role should be created for connecting to NetSuite to extract the data. This role must have the permissions that are listed in CData's documentation for their NetSuite connector. Use a naming convention for the role that would be memorable, like CData Extractor. Create a token for this role to use in the extraction and note down the details.

Custom Saved Search Creation

One of the tables that the app template requires must be created in NetSuite as a custom saved search. The custom saved search titled transaction item change log utilizes the Line System Notes Fields... in order to bring in line item level changes into the app template. Follow these steps in order to create the necessary saved search in NetSuite:

Go to Lists -> Search -> Saved Searches -> New. Choose Transaction for the Search Type. Under Search Title type in transaction item change log.

Under the Results tab, add the following fields:

Field
Line Unique Key
Transaction Number
Line System Notes: Context
Line System Notes: Date
Line System Notes: Field
Line System Notes: New Value
Line System Notes: Old Value
Line System Notes: Record
Line System Notes: Record ID
Line System Notes: Record Type
Line System Notes: Role
Line System Notes: Set by
Line System Notes: Type
Department
Status
Vendor: Country
Vendor: Company Name
User: Internal ID
Save & Run

Click Save & Run to save the search and look at the results.

Search_script for RESTlets

A JavaScript file, called search_script.js, must be added to NetSuite in order for RESTlet Saved Search Queries to work. Follow the steps from the CData documentation to set this up to be able to query the transaction item change log Saved Search. After following the steps, note down the SearchId, ScriptId, and DeploymentNum. These are necessary to set up the extraction connection for SuiteTalk.

NetSuite and CData Sync Date Matching

In order for filtering on dates to work, the date format in NetSuite should be used in the extraction configuration. Go to NetSuite -> SetUp -> Company -> General Preferences and make note of the date format (MM/DD/YYYY for instance). When configuring the data extraction job in CData, the dates in the date extraction range need to be specified in the same format.

Setting up the source connection in CData Sync

To be able to extract data from NetSuite, two source connections need to be created in CData Sync, one for SuiteTalk and one for SuiteQL.

SuiteQL

SuiteTalk

Setting up the destination connection in CData Sync

To set up the destination connection, follow the steps as defined in Create a destination connection (Automation Cloud). Note: If you are using Automation Suite, make sure to select AUTOMATION SUITE as the DELIVERY option and select the correct version of Automation Suite you are using.

Creating the extraction job in CData Sync

To be able to extract the data from NetSuite, two jobs need to be set up in CData Sync, one using SuiteTalk as source and one using SuiteQL. Both will use the same destination connection.

SuiteQL

Advanced job settings

In the Advanced tab in the Job Settings panel, define the following settings:

Setting up environment variables in the extraction job

Important: Make sure you edit the Pre-job Event.

CData Sync allows the use of environment variables in order to drive specific extraction logic in each query.

Variable Description Comment
start_extraction_date Defines first date for which data will be extracted. Mandatory
end_extraction_date Last date for which data will be extracted.

Be mindful of choosing a start_extraction_date that encompasses the data that you want to capture, as orders are the starting point of the quote to cash process.

In order to setup the environment variables:

Step Action
1 Go to the Events tab in the Job Settings panel of the job you are creating
2 Edit the Pre-Job Event section to add the code displayed below after <!-- Code goes here -- >. Do not modify the api:info details that are shown by default.
3 Make sure the date format matches the date format of NetSuite as noted down in the system configuration.
4 Click on Save Changes.
<!-- Modify environment variables here. --> <!-- Variable start_extraction_date must be populated.--> <api:set attr="out.env:start_extraction_date" value="01/01/2022" /> <!-- In case a specific end date is needed, replace the value string with the required date in the Date format listed in NetSuite. --> <!-- i.e api:set attr="out.env:end_extraction_date" value="01/01/2022" --> <api:set attr="out.env:end_extraction_date" value= '12/31/3000' /> <api:push item="out" />

By default, end_extraction_date will default to today's date. start_extraction_date must always be populated.

Table replication

Once the job is correctly setup, click on Add Custom Query under the Tasks tab and paste the following queries (each query needs to maintain the semicolon at the end). Make sure you save all changes.

Use the following custom query for SuiteQL when creating the job:

REPLICATE [Employee] WITH TruncateTableData = 'True' SELECT [id], [department], [employeetype], [entityid], [title] FROM [employee]; REPLICATE [Entity] WITH TruncateTableData = 'True' SELECT [id], [entityid], [vendor] FROM [entity]; REPLICATE [Item] WITH TruncateTableData = 'True' SELECT [id], [department], [fullname], [itemid], [itemtype], [subtype] FROM [item]; REPLICATE [Previoustransactionlinelink] WITH TruncateTableData = 'True' SELECT [linktype], [nextdoc], [nextline], [nexttype], [previousdoc], [previousline] FROM [previoustransactionlinelink] WHERE [nexttype] IN ('Estimate', 'SalesOrd', 'CustPymt', 'ItemShip', 'Deposit', 'CustInvc', 'RtnAuth', 'CashSale'); REPLICATE [Systemnote] WITH TruncateTableData = 'True' SELECT * FROM [systemnote] WHERE [field] IN ('TRANDOC.KSTATUS', 'TRANLINE.MESTAMOUNT', 'TRANDOC.BPAYMENTHOLD', 'TRANDOC.STRANTYPE', 'TRANLINE.RITEMCOUNT', 'TRANLINE.MAMOUNT', 'TRANDOC.MAMOUNTMAIN', 'TRANLINE.RUNITPRICE', 'TRANDOC.DSHIP', 'CUSTBODY_REPORT_TIMESTAMP', 'TRANDOC.KFORMTEMPLATE') AND ([recordtypeid] = -30) AND ([date] >= '{env:start_extraction_date}') AND ([date] <= '{env:end_extraction_date}'); REPLICATE [Transaction] WITH TruncateTableData = 'True' SELECT [id], [approvalstatus], [billingaddress], [billingstatus], [closedate], [createdby], [createddate], [currency], [daysopen], [daysoverduesearch], [duedate], [employee], [entity], [exchangerate], [externalid], [foreigntotal], [paymentmethod], [postingperiod], [status], [terms], [trandate], [trandisplayname], [type], [void], [voided] FROM [transaction] WHERE [type] IN ('Estimate', 'SalesOrd', 'CustPymt', 'ItemShip', 'Deposit', 'CustInvc', 'RtnAuth', 'CashSale') AND ([createddate] >= '{env:start_extraction_date}') AND ([createddate] <= '{env:end_extraction_date}'); REPLICATE [Transactionline] WITH TruncateTableData = 'True' SELECT DISTINCT TL.[id], [uniquekey], TL.[linelastmodifieddate], TL.[createdfrom], [department], TL.[entity], [expenseaccount], [inventorylocation], [isclosed], [item], [itemtype], [linesequencenumber], [location], [netamount], [quantity], [subsidiary], [taxline], [transaction], [units] FROM [transactionline] AS TL JOIN [transaction] as T ON TL.[transaction] = t.[id] WHERE [type] IN ('Estimate', 'SalesOrd', 'CustPymt', 'ItemShip', 'Deposit', 'CustInvc', 'RtnAuth', 'CashSale'); REPLICATE [Unitstypeuom] WITH TruncateTableData = 'True' SELECT [internalid], [unitname] FROM [unitstypeuom];

Make sure that the query for transactionline works, as it is a custom case where it is joined to the transaction table in order to filter to only include transaction lines for transactions in the quote to cash process.

SuiteTalk

Advanced job settings

In the Advanced tab in the Job Settings panel, define the following settings:

Setting up environment variables in the extraction job

Important: Make sure you edit the Pre-job Event.

CData Sync allows the use of environment variables in order to drive specific extraction logic in each query.

Variable Description Comment
start_extraction_date Defines first date for which data will be extracted. Mandatory
end_extraction_date Last date for which data will be extracted.

Be mindful of choosing a start_extraction_date that encompasses the data that you want to capture, as orders are the starting point of the quote to cash process.

In order to setup the environment variables:

Step Action
1 Go to the Events tab in the Job Settings panel of the job you are creating
2 Edit the Pre-Job Event section to add the code displayed below after <!-- Code goes here -- >. Do not modify the api:info details that are shown by default.
3 Make sure the date format matches the date format of NetSuite as noted down in the system configuration.
4 Click on Save Changes.
<!-- Modify environment variables here. --> <!-- Variable start_extraction_date must be populated.--> <api:set attr="out.env:start_extraction_date" value="01/01/2022" /> <!-- In case a specific end date is needed, replace the value string with the required date in the Date format listed in NetSuite. --> <!-- i.e api:set attr="out.env:end_extraction_date" value="01/01/2022" --> <api:set attr="out.env:end_extraction_date" value= '12/31/3000' /> <api:push item="out" />

By default, end_extraction_date will default to today's date. start_extraction_date must always be populated.

Setting up the data ingestion call

After the data has been successfully loaded, the Process Mining platform needs to start the data ingestion process. This is done by calling the End of Upload API. In order to set this up, follow the steps below:

Step Action
1 Go to the Events tab in the Job Settings panel of the job you are creating
2 Edit the Post-Job Event section to add the code displayed below after <!-- Code goes here -- >. Do not modify the api:info details that are shown by default.
3 Fill out the End of Upload API with the value provided.
4 In case you need a debugging log for this call, uncomment the two lines provided in the code below and provide a location for the log file.
5 Click on Save Changes.
<api:set attr="http.url" value="END_OF_UPLOAD_API"/> <!-- <api:set attr="http.verbosity" value="5"/> --> <!-- <api:set attr="http.logfile" value="D:/mydir/cdata_log.txt"/> --> <api:call op="httpPost" in="http"/>
Table replication

Once the job is correctly setup, click on Add Custom Query under the Tasks tab and paste the following query. Make sure you save all changes.

Use the following custom query for SuiteTalk when creating the job:

REPLICATE [Transaction_item_change_log] WITH TruncateTableData = 'True' SELECT [Line_Unique_Key], [Transaction_Number], [Context], [Date], [Field_text] as [Field], [New_Value], [Old_Value], [Record], [Record_ID], [Record_Type], [Role_text] as [Role], [Set_by_text] as [Set_by], [Type], [Department_text] as [Department], [Status_text] as [Status], [Country_text] as [Country], [Company_Name], [Internal_ID_text] as [Internal_ID] FROM [transaction_item_change_log] WHERE ([Date] >= '{env:start_extraction_date}') AND ([Date] <= '{env:end_extraction_date}');

Input fields

This section contains an overview of the fields for each of the input tables of the Oracle NetSuite Quote to Cash app template. For each table the fields are listed.

Below is a list of tables that are brought in with the NetSuite SuiteQL Schema specified:

The following is a list of tables that are brought in with the NetSuite SuiteTalk Schema specified:

The transaction_item_change_log table is a custom saved search that has been created for the purpose of bringing line item change history into the transformations.

More information can be found on these tables in the NetSuite help center. The Analytics Browser tab is for SuiteQL tables.

Input tables & fields

employee

Field Data type Label Filtering
id Text Internal ID
department Text Department
employeetype Text Type
entityid Text Entity ID
title Text Job Title

entity

Field Data type Label Filtering
id Text Internal ID
entityid Text Entity name
vendor Text Vendor ID

item

Field Data type Label Filtering
id Text Internal ID
cost Double Cost
department Text Department
fullname Text Internal ID
itemid Text Full Name
itemtype Text Address
subtype Text Sublocation of
Field Data type Label Filtering
linktype Text Link Type
nextdoc Text Transaction ID of next document
nextline Text Line ID of the next document line
nexttype Text Next document type in ('Estimate', 'SalesOrd', 'CustPymt', 'ItemShip', 'Deposit', 'CustInvc', 'RtnAuth', 'CashSale')
previousdoc Text Transaction ID of previous document
previousline Text Line ID of the previous document line

systemnote

Field Data type Label Filtering
id Text Internal ID
date date Country
field Text Currency in ('TRANDOC.KSTATUS', 'TRANLINE.MESTAMOUNT', 'TRANDOC.BPAYMENTHOLD', 'TRANDOC.STRANTYPE', 'TRANLINE.RITEMCOUNT', 'TRANLINE.MAMOUNT', 'TRANDOC.MAMOUNTMAIN', 'TRANLINE.RUNITPRICE', 'TRANDOC.DSHIP', 'CUSTBODY_REPORT_TIMESTAMP')
name Text Full Name
newvalue Text Address
oldvalue Text SubSubsidiary of
record Text Return Address
recordid Text Shipping Address
recordtypeid Text State -30
role Text Address

transaction

Field Data type Label Filtering
id Text Internal ID
lastmodifieddate Date Date Last Modified
approvalstatus Text Approval Status
billingaddress Text Billing Address
billingstatus Text Billing Status
closedate Text Date Closed
createdby Text Created By
createddate Text Date Created
currency Text Currency
daysopen Text Days Open
daysoverduesearch Text Days Overdue
duedate Text Due Date
employee Text Sales Rep
entity Text Entity
exchangerate Text Exchange Rate
externalid Text External ID
foreigntotal Text Total Amount (Transaction Currency)
paymentmethod Text Payment Method
postingperiod Text Posting Period
status Text Status
terms Text Terms
trandate Date Date
trandisplayname Text Transaction
type Text Type in ('Estimate', 'SalesOrd', 'CustPymt', 'ItemShip', 'Deposit', 'CustInvc', 'RtnAuth', 'CashSale')
void Text Void
voided Text Voided

transactionline

This table is joined to the transaction table in order to filter on transaction."type"

Field Data type Label Filtering
id Text Internal ID
uniquekey Text Unique Key
linelastmodifieddate Text Line Last Modified Date
createdfrom Text Created From
department Text Department
entity Text Entity
expenseaccount Text Expense Account
inventorylocation Text Storage location
isclosed Text Closed
item Text Item
itemtype Text Item Type
linesequencenumber Text Line Number
location Text Location
netamount Text Amount (Net) (Transaction Currency)
quantity Text Quantity
subsidiary Text Subsidiary
taxline Text Tax Line
transaction Text Transaction ID
units Text Unit ID

unitstypeuom

Field Data type Label Filtering
internalid Text Internal ID
unitname Text Name of the measuring unit

transaction_item_change_log

This is the table created as a custom saved search and connected through the SuiteTalk RESTlet Saved Search Schema.

Field Data type Label Filtering
Line_Unique_Key Text Unique ID of the line item
Transaction_Number Text Transaction document number
Context Text Execution context of the change
Date Datetime Datetime
Field_text Text Field of change
New_Value Text New value
Old_Value Text Old value
Record Text Record type
Record_ID Text Transaction ID
Record_Type Text One word record type
Role_text Text Name of the role making the change
Set_by_text Text Name of user making the change
Set_by_value Text User ID of person making the change
Status_text Text Status of the transaction
Type Text Change log action type
Department_text Text Name of the department

Design specifications

Objects

Below is an overview of the objects, and their attributes, of the Oracle NetSuite Quote to Cash app template.

Quote_items

Name Attribute Data type Mandatory Y/N Description
Quote_item_ID Quote_items."Quote_item_ID" Text Y Unique identifier of quote item
Quote_item concat(transactions."Tran_display_name", '-', transactionlines."Line_id") Text N Display name of quote item
Status transaction_item_change_log."Status" Text N Quote item status
Type systemnote_order_types_input."New_value" Text N Quote item order type
Value Quote_items."Value" Integer N Quote item value
Quantity concat(abs(transactionlines."Quantity"), ' ', coalesce(unitstypeuom."Unit_name", 'Units')) Text N Quote item quantity and unit type
Created_by Quote_items."Creator" Text N Quote item creator

Quote_items

Name Attribute Data type Mandatory Y/N Description
Quote_item_ID transactionlines."Unique_key" Text Y Unique identifier of the quote item
Line_id transactionlines."Line_id" Text Y Identifier of the line in the quote transaction
Quote_ID transactionlines."Transaction" Text Y Unique identifier of the quote
Created_at transactions."Created_date" Date Y Creation date
Creator employee."Entity_id" Text Y Employee name
Value abs(transactionlines."Net_amount") Double Y Value of the quote item
Quantity concat(abs(transactionlines."Quantity"), ' ', coalesce(unitstypeuom."Unit_name", 'Units')) Text Y Quote item quantity and unit
Status transaction_item_change_log."Status" Text Y Quote status
Team employee."Department" Text Y Employee team

Sales_order_items

Name Attribute Data type Mandatory Y/N Description
Quote_item_ID transactionlines."Unique_key" Text Y Unique identifier of the quote item
Line_id transactionlines."Line_id" Text Y Identifier of the line in the quote transaction
Quote_ID transactionlines."Transaction" Text Y Unique identifier of the quote
Created_at transactions."Created_date" Date Y Creation date
Creator employee."Entity_id" Text Y Employee name
Value abs(transactionlines."Net_amount") Double Y Value of the quote item
Quantity concat(abs(transactionlines."Quantity"), ' ', coalesce(unitstypeuom."Unit_name", 'Units')) Text Y Quote item quantity and unit
Status transaction_item_change_log."Status" Text Y Quote status
Team employee."Department" Text Y Employee team

Delivery_items

Name Attribute Data type Mandatory Y/N Description
Quote_item_ID transactionlines."Unique_key" Text Y Unique identifier of the quote item
Line_id transactionlines."Line_id" Text Y Identifier of the line in the quote transaction
Quote_ID transactionlines."Transaction" Text Y Unique identifier of the quote
Created_at transactions."Created_date" Date Y Creation date
Creator employee."Entity_id" Text Y Employee name
Value abs(transactionlines."Net_amount") Double Y Value of the quote item
Quantity concat(abs(transactionlines."Quantity"), ' ', coalesce(unitstypeuom."Unit_name", 'Units')) Text Y Quote item quantity and unit
Status transaction_item_change_log."Status" Text Y Quote status
Team employee."Department" Text Y Employee team

Invoice_items

Name Attribute Data type Mandatory Y/N Description
Quote_item_ID transactionlines."Unique_key" Text Y Unique identifier of the quote item
Line_id transactionlines."Line_id" Text Y Identifier of the line in the quote transaction
Quote_ID transactionlines."Transaction" Text Y Unique identifier of the quote
Created_at transactions."Created_date" Date Y Creation date
Creator employee."Entity_id" Text Y Employee name
Value abs(transactionlines."Net_amount") Double Y Value of the quote item
Quantity concat(abs(transactionlines."Quantity"), ' ', coalesce(unitstypeuom."Unit_name", 'Units')) Text Y Quote item quantity and unit
Status transaction_item_change_log."Status" Text Y Quote status
Team employee."Department" Text Y Employee team

Payments

Name Attribute Data type Mandatory Y/N Description
Quote_item_ID transactionlines."Unique_key" Text Y Unique identifier of the quote item
Line_id transactionlines."Line_id" Text Y Identifier of the line in the quote transaction
Quote_ID transactionlines."Transaction" Text Y Unique identifier of the quote
Created_at transactions."Created_date" Date Y Creation date
Creator employee."Entity_id" Text Y Employee name
Value abs(transactionlines."Net_amount") Double Y Value of the quote item
Quantity concat(abs(transactionlines."Quantity"), ' ', coalesce(unitstypeuom."Unit_name", 'Units')) Text Y Quote item quantity and unit
Status transaction_item_change_log."Status" Text Y Quote status
Team employee."Department" Text Y Employee team

Activities

A break down of the activities is listed below, based on each model that contains the activity:

Create quote item

This identifies the creation action of a quote item

Change quote item value

transaction_item_change_log."Field" = 'Amount'

This identifies a change to the value of a quote item

Change quote item quantity

transaction_item_change_log."Field" = 'Quantity'

This identifies a change to the quantity of a quote item

Cancel quote item

transaction_item_change_log."Status" = 'Closed'

This identifies that a quote item has been canceled or voided

Create sales order item

This identifies the creation action of a sales order item

Change sales order item value

transaction_item_change_log."Field" = 'Amount'

This identifies a change to the value of a sales order item

Change sales order item quantity

transaction_item_change_log."Field" = 'Quantity'

This identifies a change to the quantity of a sales order item

Cancel sales order item

transaction_item_change_log."Status" = 'Closed'

This identifies that a sales order item has been canceled or voided

Create delivery item

This identifies the creation action of a delivery item

Goods picked

systemnote."field" = 'TRANDOC.KSTATUS' and systemnote."newvalue" = 'Picked'

This identifies that the goods for this delivery item have been picked

Goods packed

systemnote."field" = 'TRANDOC.KSTATUS' and systemnote."newvalue" = 'Packed'

This identifies that the goods for this delivery item have been packed

Goods shipped

systemnote."field" = 'TRANDOC.KSTATUS' and systemnote."newvalue" = 'Shipped'

This identifies that the goods for this delivery item have been shipped

Create invoice item

This identifies the creation action of an invoice item

Change invoice item value

transaction_item_change_log."Field" = 'Amount'

This identifies a change to the value of an invoice item

Change invoice item quantity

transaction_item_change_log."Field" = 'Quantity'

This identifies a change to the quantity of an invoice item

Cancel invoice item

systemnote."Field" = 'TRANDOC.KSTATUS' and systemnote."New_value" = 'Voided'

This identifies the cancellation of an invoice, which is applied to the individual invoice items

Create payment

This identifies payment creation


Customizing the transformations

Seeds

Automation_estimates_raw

This seed file is used to add automation-related properties to each activity, used for the automation potential dashboard. For more information, see Simulating Automation Potential.

Field Type Description
Activity Text Display name for the activity
Event_cost Double Cost associated with the activity
Event_processing_time Integer Processing time associated with the activity (in milliseconds)

Due_dates_configuration_raw

This seed file is used to define properties for the due dates. For more information, see Due Dates.

Field Type Description
Due_date Text The name of the due date
Due_date_type Text The Due date type
Fixed_costs Boolean An indication whether costs are fixed or time based
Cost Double Fixed costs: The amount of costs. Variable costs: The amount of costs per Time and Time_type
Time Integer A number indicating the amount of time in case of time-based costs
Time_type Text Type of time period for cost calculations. This can be any of the following values: day, hour, minute, second or millisecond

Automated Users

A variable exists in dbt_project.yml called Automated_users for users to specify the automated users that exist in the Object table. Please add the object.id for these users to this variable.


Limitations, known issues, common problems

Limitations

NetSuite SuiteQL relies on some incredibly large tables for its data, which can be filtered by specifying the record types required. Not filtering on these can cause a lot of performance issues, and will replicate a lot of superfluous data.

If you plan on using CSV files and are going to be using the SQL Query Editor for exporting the SuiteQL tables, the SQL Query Editor tool only allows for up to 5,000 rows to be exported in each query. If more rows are needed, one can filter based on date, and add the results together into a larger file.

Filtering the transactionline table is important, as it can be a rather large table if one does not. However, this requires joining the transactionline and transaction tables in order to filter transactionline to only include the transaction types that are listed in the filtering above. Please use the custom query for the CData job for transactionline in order to filter correctly.

DELETE activities like Delete sales order or Delete invoice will remove the transaction, and subsequent transaction lines, from the transaction, transactionline, systemnote, and transaction_item_change_log tables.

Void activities are built with NetSuite having Void transactions using reversing disabled. In NetSuite, go to Setup -> Accounting -> Accounting Preferences to check.

Known issues

NetSuite is structurally built around the header level, so tracking item level changes requires utilizing a mixture of SuiteTalk and SuiteQL Schemas to find and pull the requisite data for process mining.

If you encounter errors when running a job that state column not found, go to the Advanced tab of the NetSuite Connection in CData and set the Row Scan Depth: to 0

Common problems

CData Sync may exhibit some issues in filtering the extraction tables on multiple values, so this is something to keep in mind if you do encounter similar issues.