Recognition Transactions (Revenue Recognition Transactions) Export Workflow
The Recognition Transactions (Revenue Recognition Transactions) export workflow lets you create revenue recognition transactions in SuiteProjects Pro, and then export them to NetSuite. SuiteProjects Pro revenue recognition transactions are exported to NetSuite as revenue recognition journal entries (Transactions > Financial > Make Journal Entries > List).
You can also configure the integration to work with Advanced Revenue Management in NetSuite. To export revenue recognition rules and revenue recognition transactions to NetSuite for use in Advanced Revenue Management, use Recognition Rules (Custom Record: SuiteProjects Pro: Revenue Rules for ARM) Export Workflow and Recognition Transactions (Custom Record: SPP: Revenue Transactions for ARM) Export Workflow.
Requirements and Downstream Dependencies
Matching projects and invoices must exist in both NetSuite and SuiteProjects Pro before you can export revenue recognition transactions from SuiteProjects Pro to NetSuite as revenue recognition journal entries.
Matching NetSuite service item and SuiteProjects Pro service records must exist, or if the POs (Purchase Orders) import workflow is enabled and the revenue recognition transaction is associated with a fulfillment record in SuiteProjects Pro, matching NetSuite purchase item and SuiteProjects Pro product records must exist before you can export revenue recognition transactions from SuiteProjects Pro to NetSuite as revenue recognition journal entries.
The item records in NetSuite must include income and deferred revenue accounts and the matching service or product records must also include this information.
Supported Features
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Workflow Settings |
Filters |
Advanced Mapping |
Real-Time |
SuiteProjects Pro Within NetSuite |
Monitored Fields |
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(Revenue recognition and Purchases revenue recognition mapping groups) |
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Run the integration manually, use a scheduled integration run to create the NetSuite journal entry record after the revenue recognition transaction is created in SuiteProjects Pro. See Running the Bulk Import and Export Integration on Demand and Scheduling the Integration to Run Automatically.
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View and edit the SuiteProjects Pro customer record from the NetSuite UI using the SuiteProjects Pro Within NetSuite (SuiteProjects Pro NetSuite Single Sign-On Integration) feature. See Enabling Access to SuiteProjects Pro From Within NetSuite.
Setting up the Recognition Transactions (Revenue Recognition Transactions) Export Workflow
The Recognition Transactions (Revenue Recognition Transactions) workflow is available as standard.
Classic revenue recognition must be enabled in NetSuite to export revenue recognition transactions from SuiteProjects Pro to revenue recognition journal entries in NetSuite. For more information about revenue recognition and enabling revenue recognition in NetSuite, see Using Revenue Recognition (External link to NetSuite SuiteAnswers | Answer ID: 7931) and Enabling the Revenue Recognition Feature (External link to NetSuite SuiteAnswers | Answer ID: 7927).
To set up the Recognition Transactions (Revenue Recognition Transactions) export workflow in SuiteProjects Pro
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In SuiteProjects Pro, go to the NetSuite Connector administration form.
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Check the Recognition Transactions (Revenue Recognition Transactions) 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 Recognition Transactions (Revenue Recognition Transactions).
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Click Recognition Transactions (Revenue Recognition Transactions) in the list of integration workflows.
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Click Workflow settings to view and modify the settings specific to this workflow. For more information about the workflow settings, see Recognition Transactions (Revenue Recognition Transactions) Export Workflow Settings.
Tip:Enable your revenue recognition exports to run up to two times faster by exporting recognition transaction records in batches to NetSuite. To do so, set the batch size up to a maximum of 100 in the Recognition Transactions (Revenue Recognition Transactions) workflow settings. See NetSuite recognition transaction batch size (maximum of 100).
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Run a full synchronization for the Services (Service Items) import workflow and, if the POs (Purchase Orders) is enabled, the Products (Purchase Items) import workflow to ensure service and product records in SuiteProjects Pro include NetSuite income and deferred account information required to export revenue recognition transaction. See Running a Full Synchronization on Demand.
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Modify the field mapping definition tables for the Recognition Transactions (Revenue Recognition Transactions) export workflow as required. See Mapping SuiteProjects Pro Fields and NetSuite Fields and Recognition Transactions (Revenue Recognition Transactions) 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 Recognition Transactions (Revenue Recognition Transactions) export workflow to a workflow group and schedule it to run automatically. See Scheduling the Integration to Run Automatically.