NetSuite

Objective: To inform Duronauts how to setup their NetSuite integration and initiate data transfers between the two platforms.

Difficulty: Easy

In this article:

1. Direct API Development
   • Direct connector
2. How to set up the integration with Duro
3. How to initiate data transfer from Duro to NetSuite
   • Submit a DCO in Duro
   • Annotate CPN
   • Confirm data transfer in NetSuite
4. Set Item Type

Duro offers integrations with several 3rd party ERP applications, Oracle NetSuite being one of the most popular. To integrate your Duro account with your NetSuite account, there are several options to choose from depending on the degree of customization required and the developer resources available.

Direct API development

Customers can use Duro's API to develop their own custom scripts for extracting data from their Duro account and integrating with NetSuite or any 3rd party application. The Duro API lets users customize exactly what data is integrated and under what conditions and triggers. This option provides customers the most flexibility for an optimized integration.

To learn more about Duro's API, send an email to [e-mail].

Direct connector

Duro has a direct connector into Netsuite that can be setup in twenty minutes. Once notified, Duro will send you an editable version of the Netsuite Setup Information Form, and a representative will promptly connect you to the NetSuite ERP. 

How to set up the integration with Duro

Enable the NetSuite - Duro integration on your end by completing the below steps:

1. Login to your Duro account. 
2. Navigate to your avatar and select Integrations.
3. On the row for NetSuite, click on Connect.
4. Enter your NetSuite account credentials (account URL, username, and password). 

How to initiate data transfer from Duro to NetSuite

In order to show you how a data transfer is initiated from Duro to NetSuite, this section will walk you through the process of creating and submitting a Document Change Order (DCO) in Duro. The attributes loaded into Netsuite with each BOM item include the CPN, Name, EID, Description, and Revision values.

Submit a DCO in Duro

1. Login to your Duro account. 
2. Select a an assembly to use for this exercise. There are a few different ways to do this: 
   
   • Select an assembly from your Duro dashboard.
   • Select an assembly from your Duro library.
   • Search for an assembly using the Search Bar.
3. Click on the Change Order icon in the upper right toolbar.
4. Designate the Change Order as a Documentation Change Order (DCO).
5. Insert a name into the coordinating textbox field.
6. Insert a description into the coordinating textbox field.
7. Check the box for "Include children components."*
8. Click SUBMIT FOR APPROVAL at the top of the page.
9. Once the DCO loads, click on APPROVE.
10. In the module that populates, enter your comments.
11. Click APPROVE.

*Note: if children are not included, they will not be pushed to ERP.

Annotate CPN in Duro

At this point, you will be notified in Duro by a pop up module that the Change Order is finalizing. Notifications will be emailed to all the individuals listed within the notification list once the Change Order is complete. To check the Change Order's status, refresh the page. 

While viewing the DCO, click on the Assembly tab. Scroll down to view the Assembly Table. Copy the CPN of any of the hyperlinked components within the assembly (products or subassemblies will also suffice). 

Confirm data transfer in NetSuite

Once the CPN is copied, you can search for a component, product, or subassembly within NetSuite. Then, confirm the data transfer materialized in NetSuite through the following steps: 

1. Login to your NetSuite account. 
2. Paste the CPN in the Search Bar at the top of the page and click on the associated item that loads. 
3. Click on the Manufacturing tab to see the fully updated assembly. The following fields now reflect the data entered within Duro:
   
   
   • ITEM
   • DESCRIPTION
   • COMPONENT YIELD
   • BOM QUANTITY
   • ITEM SOURCE
   • QUANTITY
   • UNITS
   • SCHEDULE
   • EFFECTIVE DATE
   • OBSOLETE DATE

Set Item Type

For any questions regarding Set Item Type for NetSuite, please contact us at [e-mail].

Webhooks

Duro harnesses webhooks to report product data through multiple integrations, including NetSuite. Duro tracks BOM information packet delivery to NetSuite on Change Order approval through webhooks. The following attributes are included in the BOM information packet: part number, description, file name/part name, external ID, and revision. For more information, please visit our article on Webhooks.