Configuring Integration Preferences and Terminology Preferences in NetSuite

Enable Canadian Expense Tax Override

Check this box to export Canadian tax amounts entered manually on SuiteProjects Pro receipts to NetSuite when exporting expense reports and expense report tax information from SuiteProjects Pro to NetSuite. See Allow manual override of Canadian taxes on Expense report export.

Exchange Rate Integration — OneWorld

Check this box to enable support for multiple base currencies for cross rates when using NetSuite OneWorld.

SuiteProjects Pro Forex Time Zone Adjust

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Enable SuiteProjects Pro Invoice Tax Export

Check this box if you want to import the tax calculated in NetSuite back into SuiteProjects Pro when exporting invoices from SuiteProjects Pro to NetSuite. Additional setup is required. See Import taxes applied to exported invoices.

Enable SFA Integration

Deprecated — Check this box to enable the 3–way Salesforce, SuiteProjects Pro and NetSuite integration for customers and projects. Additional setup is required.

Export <Record Type> by Default

Check this box to mark new records for export to SuiteProjects Pro by default. After you enable this preference, the Export to SuiteProjects Pro box is checked by default when a user creates a new record. Users with the relevant permissions can clear the box on individual records if required.

Record types include Customers, Projects, Employees, Vendors, and Service items.

Export SO Line Default

Check this box if you want to import sales order from NetSuite into SuiteProjects Pro as Customer POs. Additional setup is required. See Customer POs (Sales Orders) Import Workflow.

Enable Billing Rules for SO Discounts

Check this box to create fixed fee billing rules automatically on a per project basis for discount and markup line items on the NetSuite sales order. See Customer POs (Sales Orders) Import Workflow.

Create Rev Rec Rules on Sales Orders

Check this box to create revenue recognition rules automatically associated with the project billing rule selected on the NetSuite sales order item line. See Customer POs (Sales Orders) Import Workflow.

Enable SuiteProjects Pro Task Integration

Check this box if you want to import project tasks from NetSuite into SuiteProjects Pro. Additional setup is required. See Tasks (Project Tasks) Import Workflow.

Export Support Cases to SuiteProjects Pro

Check this box if you want to import support cases from NetSuite into SuiteProjects Pro as project tasks. Additional setup is required. See Tasks (Support Cases) Import Workflow

Expense Report — Vendor Bill Integration

Check this box if you want to export expense reports from SuiteProjects Pro to NetSuite as vendor bills. Additional setup is required. See Expense Reports (Expense Reports) Export Workflow.

Exp Rep to Vendor Bill Taxes

Check this box to include taxes breakout when exporting of expense report from SuiteProjects Pro to NetSuite as vendor bills. Additional setup is required. See Enable tax export on expense reports.

Enable SuiteProjects Pro Purchase Integration

Check this box if you want to import purchase orders from NetSuite into SuiteProjects Pro. Additional setup is required. See POs (Purchase Orders) Import Workflow.

Vendor Bill to SuiteProjects Pro PO Integration

Check this box if you want to import vendor bills from NetSuite into SuiteProjects Pro as purchase orders. Additional setup is required. See POs (Vendor Bills) Import Workflow.

Vendor Credit to SuiteProjects Pro PO Integration

Check this box if you want to import vendor credits from NetSuite into SuiteProjects Pro as purchase orders. Additional setup is required. See POs (Vendor Credits) Import Workflow.

SuiteProjects Pro URL

Enter the URL for your SuiteProjects Pro account. The URL must include the account-specific domain name for your SuiteProjects Pro account. For more information about your account-specific domain name, see Your Account URLs.

SuiteProjects Pro Database ID

Enter your unique SuiteProjects Pro account number. See Finding the Database ID for Your Account.

SuiteProjects Pro SuiteSignOn Record ID

Enter the SuiteSignOn record ID for SuiteProjects Pro. This setting is required to enable the previous version of the SuiteProjects Pro Within NetSuite (SuiteProjects Pro NetSuite Single Sign-On Integration) feature that relies on the NetSuite Outbound Single Sign-On (SuiteSignOn) feature.

Suitelet Content Width (px)

Enter a value to set the width of the Suitelet iFrame for the pages available from the PSA center tab menu.

Suitelet Content Height (px)

Enter a value to set the height of the Suitelet iFrame for the pages available from the PSA center tab menu.

<SuiteProjects Pro Module> Terminology Override

Enter a different name for each SuiteProjects Pro module if you want a different name to be used for this module in NetSuite.

Display SuiteProjects Pro in <NetSuite Record Type> subtab

Check the box to show the matching SuiteProjects Pro record as a subtab on NetSuite records of this type. These setting are used to set up the upgraded version of the SuiteProjects Pro Within NetSuite (SuiteProjects Pro NetSuite Single Sign-On Integration) feature that uses the NetSuite as OIDC Provider feature instead of NetSuite Outbound Single Sign-On (SuiteSignOn) feature.

Real-Time Integration with SuiteProjects Pro

Check this box to enable the real-time import of records from NetSuite into SuiteProjects Pro.

Email Address to Send Errors

Enter the email address integration error notifications should be sent to.

SuiteSignOn Record

Enter the SuiteSignOn record ID for SuiteProjects Pro. This setting is required to enable the previous version of the Real-Time Record Import feature that relies on the NetSuite Outbound Single Sign-On (SuiteSignOn) feature.

Leads with Customer Integration

Check this box to enable additional customer integration features for use with leads.

Prospects with Customer Integration

Check this box to enable additional customer integration features for use with prospects.