Prerequisites for Setting up Netsuite Account Analysis

Ensure these prerequisites are met:

  • Prior to configuring the Netsuite Account Analysis template, ensure that you’ve activated at least one applicable functional area. However, the recommendation is to activate all the relevant functional areas to use the applicable functional area objects. See Activate a Data Pipeline for a Functional Area.
  • Ensure to assign the NAW_ACCOUNT_ANALYSIS_DUTY: NetSuite Analytics Warehouse Account Analysis Duty role to the applicable users to configure the Netsuite Account Analysis template and access the custom subject area that the system creates. If you're an existing user of Netsuite Account Analysis, the system creates two subject areas, namely Netsuite Account Analysis and Netsuite Account Analysis Insights. If you're a new user, the system creates the Netsuite Account Analysis Insights subject area. See Add Application Roles to a Group and Assign Groups to Users.
  • If you want to use the custom transactions and custom attributes while creating the account analysis subject area, then contact Oracle Support to have the custom transactions and custom attributes enabled in your instance.
  • If you want to use custom attributes in Netsuite account analysis, then ensure that the Custom Attribute Mapper (CAM) entities are published before any other action.