NetSuite Menu Guide
This article helps Webgility Desktop users navigate various NetSuite menus required for integrating it with Webgility Desktop. It provides quick access paths to essential settings such as enabling two-factor authentication, assigning user permissions, generating integration keys and tokens, retrieving account details, managing transaction settings, and resolving permission or field visibility issues during integration.
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
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Go to Setup> Company> Enable-Feature
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Go to Suite Cloud
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Go to Manage Authentication and check TBA and Save
Assign Full Access to a User
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Create a New user or user existing user
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Go to List> Employee
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Select User and Go to Role to assign full access
Generate Consumer and secret key
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Go to Setup> Integration> Manage Integration
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Select Existing or Create New
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Save keys
Generate token id and token secret key
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Go to setup> User Role> Access token
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Select Existing or Create New
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Save key
Get Account ID
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Go to Setup> Integration> Web service preference
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Save Account ID
Transaction settings
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Go to Setup > Company > Classifications > Departments
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Go to List> Accounts
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Go to setup> Account> Account List
Auto Generate Customer ID
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Go to Setup> Company> Auto Generate Number
Search Customer in NetSuite
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Go to the List> Relationship> Customer
Search Item in NetSuite
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Go to the List> Account> Item
Custom fields are available in three level transaction item and customer
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Go to the customization> form> transaction form
Setup Tax and Tax Group
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Go to setup> company> tax
Setup Permission issue
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Go to Customization> Form> Transaction Form
Select Template and click on Edit
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Go to Screen field> Main and enable the field for display on transaction templates
Check the NetSuite log
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Go to Setup> Integration> Web services usage log