Map NetSuite project location to project hierarchy

Check this box to map the project Location in NetSuite to a project hierarchy in SuiteProjects Pro.

• NetSuite location — The location is a type of classification used to identify, categorize and track records such as financials, transactions, and employees in NetSuite. Locations are useful for wider segments within your business. For more information about locations, see Locations Overview (external link to NetSuite SuiteAnswers | Answer ID: 9845).

  Note:

  After you enable locations for your account, you can create location records and use them to categorise transactions and employees. Classifications are not available for customer and project records as standard in NetSuite. However, you can create a List/Record custom entity field to use locations for customers and projects using a list/record field, if required. See Using Classifications for Customers and Projects in NetSuite.

• SuiteProjects Pro hierarchy — You can use hierarchies are used to create multilevel classification trees and categorize records in your SuiteProjects Pro account. Each hierarchy is associated to one of the following record types: customers, customers, or projects. Multiple hierarchies can apply to the same record type. For more information about hierarchies, see Hierarchy.

After you check this box and you save the integration configuration, the integration creates the following records in SuiteProjects Pro:

• The Project Location hierarchy. The Project properties form in SuiteProjects Pro will show dropdown fields for the Project Location hierarchy if it contains any active nodes — Edit the hierarchy record or use form permissions to hide the Project Location hierarchy dropdown field on Project properties form, if required. You can also set the Project Location as required, and choose to display it as a column on lists.

  Note:

  You can map the NetSuite location to an existing SuiteProjects Pro hierarchy instead of using the hierarchy created by the integration. To do so, you need to delete the Project Location hierarchy created by the integration and edit the existing hierarchy, hierarchy levels, and nodes in SuiteProjects Pro. This lets you retain the existing hierarchy you are already using in SuiteProjects Pro.

• Custom fields for hierarchy and hierarchy nodes records. These check box custom fields are hidden by default — Edit the custom field records to show them on the hierarchy form, if required.

  • NetSuite location hierarchy [netsuite_hierarchy_location] — Check box used to identify if the hierarchy maps to the NetSuite location.

  • NetSuite ID [netsuite_hierarchy_node_id] — Text custom field used to map each level or node in the SuiteProjects Pro hierarchy to the corresponding NetSuite location record.

  • NetSuite location level or hierarchy node [netsuite_hierarchy_node_location] — Check box used to identify if the SuiteProjects Pro hierarchy level or node maps to a NetSuite location depth level or record.

For more information about importing or mapping NetSuite classifications to SuiteProjects Pro hierarchies, see Importing or Mapping NetSuite Classifications to SuiteProjects Pro Hierarchies.