NetSuite Menu Guide

NetSuite Menu Guide

The following information will help you find different options and menus required for Webgility Desktop integration with NetSuite.

Enable 2 FA in NetSuite

• Go to Setup> Company> Enable-Feature

• Go to Suite Cloud

• Go to Manage Authentication and check TBA and Save
  ​

Go to Setup> Company> Enable-Feature

Go to Suite Cloud

Go to Manage Authentication and check TBA and Save
​

Assign Full Access to a User

• Create a New user or user existing user

• Go to List> Employee

• Select User and Go to Role to assign full access
  ​

Create a New user or user existing user

Go to List> Employee

Select User and Go to Role to assign full access
​

Generate Consumer and secret key

• Go to Setup> Integration> Manage Integration

• Select Existing or Create New

• Save keys
  ​

Go to Setup> Integration> Manage Integration

Select Existing or Create New

Save keys
​

Generate token id and token secret key

• Go to setup> User Role> Access token

• Select Existing or Create New

• Save key
  ​

Go to setup> User Role> Access token

Select Existing or Create New

Save key
​

Get Account ID

• Go to Setup> Integration> Web service preference

• Save Account ID
  ​

Go to Setup> Integration> Web service preference

Save Account ID
​

Transaction settings

• Go to Setup > Company > Classifications > Departments

• Go to List> Accounts

• Go to setup> Account> Account List
  ​

Go to Setup > Company > Classifications > Departments

Go to List> Accounts

Go to setup> Account> Account List
​

Auto Generate Customer ID

• Go to Setup> Company> Auto Generate Number
  ​

Go to Setup> Company> Auto Generate Number
​

Search Customer in NetSuite

• Go to the List> Relationship> Customer
  ​

Go to the List> Relationship> Customer
​

Search Item in NetSuite

• Go to the List> Account> Item
  ​

Go to the List> Account> Item
​

Custom fields are available in three level transaction item and customer

• Go to the customization> form> transaction form
  ​

Go to the customization> form> transaction form
​

Setup Tax and Tax Group

• Go to setup> company> tax
  ​

Go to setup> company> tax
​

Setup Permission issue

• Go to Customization> Form> Transaction Form
  ​

Go to Customization> Form> Transaction Form
​

Select Template and click on Edit

• Go to Screen field> Main and enable the field for display on transaction templates
  ​

Go to Screen field> Main and enable the field for display on transaction templates
​

Check the NetSuite log

• Go to Setup> Integration> Web services usage log

Go to Setup> Integration> Web services usage log

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