Purchase Requests (Purchase Requisitions) Export Workflow
This help topic is a placeholder only. Content will be added in the near future. For information about the Purchase Requests (Purchase Requisitions) integration workflows, see NetSuite Integration.
Please review the Help Center Updates regularly for a summary of changes made to NetSuite Integration help topics.
The Purchase Requests (Purchase Requisitions) export workflow lets you create new purchase requests and follow the approval in SuiteProjects Pro, and then export approved purchase requests to NetSuite. SuiteProjects Pro purchase requests are exported to NetSuite as purchase requisition transaction records (Transactions > Purchases > Enter Requisitions > List).
Requirements and Downstream Dependencies
Matching employee and product (purchase item) records must exist in both NetSuite and SuiteProjects Pro before you can export purchase requests from SuiteProjects Pro to NetSuite as purchase requisitions.
Supported Features
|
Workflow Settings |
Filters |
Advanced Mapping |
Real-Time |
SuiteProjects Pro Within NetSuite |
Monitored Fields |
|---|---|---|---|---|---|
|
|
(Purchase requisition mapping group) |
|
(On Approval) |
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— |
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Run the integration manually, use a scheduled integration run to create the NetSuite purchase requisition transaction record after the purchase request is approved in SuiteProjects Pro. See Running the Bulk Import and Export Integration on Demand and Scheduling the Integration to Run Automatically.
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Setup the real-time integration to create the purchase requisition transaction record when the purchase request is approved in NetSuite. See Configuring Real-Time Record Export fromSuiteProjects Proto NetSuite.
Setting up the Purchase Requests (Purchase Requisitions) Export Workflow
The Purchase Requests (Purchase Requisitions) workflow is available as standard.
Requisitions must be enabled in NetSuite to export purchase requests from SuiteProjects Pro to purchase requisitions in NetSuite. For more information about requisitions and enabling requisitions in NetSuite, see Requisitions Overview (External link to NetSuite SuiteAnswers | Answer ID: 100244) and Requisitions Setup (External link to NetSuite SuiteAnswers | Answer ID: 36745).
To set up the Purchase Requests (Purchase Requisitions) export workflow inSuiteProjects Pro
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In SuiteProjects Pro, go to the NetSuite Connector administration form.
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Check the Purchase Requests (Purchase Requisitions) box under the Exports section of the form.
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Click Save.
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Go to Administration > NetSuite Connector > Mapping.
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Click New workflow and select Purchase Requests (Purchase Requisitions).
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Click Purchase Requests (Purchase Requisitions) in the list of integration workflows.
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Modify the field mapping definition tables for the Purchase Requests (Purchase Requisitions) export workflow as required. See MappingSuiteProjects ProFields and NetSuite Fields and Expense Reports (Expense Reports) Export Field Mapping Definition.
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Click the switch next to the workflow name to activate
or to deactivate 
the workflow. -
Click Save.
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(Optional) Add the Purchase Requests (Purchase Requisitions) export workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.