Loaded Cost Custom Import

This feature enables you to create a custom import workflows to import information from a NetSuite custom record type into SuiteProjects Pro as loaded cost [loaded_cost] records.

SuiteProjects Pro lets you create custom workflows to import data from NetSuite service items or custom record types into a supported record type in SuiteProjects Pro using your own field mapping definitions. You can use a custom import workflow to import employee loaded cost information from a NetSuite custom record type into SuiteProjects Pro as loaded cost records. For more information about Custom import workflows, see Custom Import Workflows.

When you create a custom import workflow, you need to specify a custom field associated with the SuiteProjects Pro record. SuiteProjects Pro uses this custom field to store the internal ID of the corresponding NetSuite record. It is not possible to create custom fields for loaded cost records in SuiteProjects Pro.

Enabling the Loaded Cost Custom Import optional feature creates a custom field associated with the Loaded Cost record type [loaded_cost table]. The custom field name is netsuite_loaded_cost_id.

After you enable the Loaded Cost Custom Import feature, you can create a custom import workflow to import loaded cost information into SuiteProjects Pro from a custom record type in NetSuite. See Importing Records from NetSuite into SuiteProjects Pro Using Custom Workflows.

When creating the custom import workflow, use the following settings:

NetSuite record – Select [Custom Record], and select the NetSuite custom record type holding employee loaded cost information from the Specify dropdown.

Tip:
Click Synchronize to update the list of NetSuite custom record types without leaving the custom import workflow configuration form.
SuiteProjects Pro record – Select Loaded cost.
ID field – Select netsuite_loaded_cost_id__c

Note:

Employee loaded cost information must be sourced from a custom record type in NetSuite. If loaded cost information is entered on the employee record in NetSuite, for example, additional customization is required to copy this information automatically to the relevant custom records so that it can be imported into SuiteProjects Pro. For more information about creating custom record types in NetSuite, see Creating Custom Record Types (External link to NetSuite SuiteAnswers | Answer ID: 10140).

The netsuite_loaded_cost_id custom field is not visible on the SuiteProjects Pro UI.

To view the NetSuite internal ID for an imported loaded cost record, export the loaded_cost table using the Import/Export functionality in SuiteProjects Pro. For more information about the Import/Export functionality, see Integration: Import/Export.
To set the NetSuite internal ID for an existing loaded cost record, you need to use the SuiteProjects Pro XML API, SuiteProjects Pro SOAP API, or SuiteProjects Pro Integration Manager. As with all import workflows, if you have existing loaded cost records in SuiteProjects Pro, you should ensure that loaded cost custom imports do not create duplicate entries in SuiteProjects Pro. Setting the NetSuite internal ID for existing records is one way of doing so.

To enable this feature, contact SuiteProjects Pro Support.