Contents of this article describe the required updating and modification of the following:
- Folder Internal ID
- Folder name in Saved Document Search
- Configure Global Variables with Archive Folder Internal ID
Folder Internal ID
Once Suite Bundle installation has been completed, certain parameters need to be modified in the custom Script based on the specific Customer’s environment. Scripts are scheduled to run at specific intervals. These scripts write the saved search results to a file cabinet folder for multiple transactions. However, different Customer instances will have different folder internal IDs, so the correct folder internal IDs must be used in the script, per each Customer’s instance internal ID.
The steps below describe how to change the internal ID of the file cabinet folder in the NetSuite script.
Note: This example uses an 820 script for illustrative purposes.
- Get the internal ID of the 820 Ready folder from File Cabinet under the Documents tab.
- From NetSuite, go to Customization<Scripting<Scripts.
- Select the appropriate transaction script and modify the internal IDs.
- After clicking View, the script screen opens. Use the Deployment tab to edit the selected script parameters. For illustration purposes, we have selected a scheduled 820 script.
- Clicking the script takes control of the Script Deployment page, as shown below.
Note: The script extracts data from NetSuite entities and loads it into File Cabinet folders specific to different transactions. CIC Studio Process Scheduler objects should run in sync with the script schedulers. It is recommended to run the NetSuite CIC Accelerator schedule objects immediately after NetSuite Script schedulers run. This ensures that duplicate data is not uploaded by the Script schedulers into the File Cabinet folders.
For example, if the script is set to run once a day, then the CIC Process Schedule object LaunchNetsuiteBillPaymentPS.sched should also be set to run daily. Concurrency of the Accelerator schedulers should be in sync with the Script schedulers.
- Click on the edit option and navigate to the parameters tab to edit the Folder ID check box of this script (shown below).
- Save the script to update the folder ID for this particular transaction script.
Folder Name in Saved Document Search
In addition to updating folder internal IDs, you must update the folder found under the Criteria tab (in saved document search) to point to the appropriate transaction folder name.
Using an 820 transaction as an example, the steps to updating the folder would be as follows.
- Get the Folder name of the transaction-specific Ready Folder.
- From NetSuite, go to Lists<Search<Saved Searches.
- After clicking Saved Searches, the Saved Search screen appears displaying a list of transaction-specific searches. Select the search you want, and click View. This should display the Results page.
- Select Edit this Search to update the folder under the criteria tab.
- Edit the Folder name under the Criteria Tab to match the transaction-specific Ready folder name. Click Save.
Configure Global Variables with Archive Folder Internal ID
From the CIC Studio, Global Variables must be initialized with the internal ID of the archival folder. The internal IDs of the folders vary depending on the customer's instance.
- To get the Archival Folder Internal ID for a specific transaction, go to the Documents>Files>File Cabinet option in NetSuite.
- Navigate to a transaction-specific folder to get the Internal ID of the Archival folder. The example below shows an 810 EDI transaction.
- After obtaining the Internal ID of the specific Archival folder, return to the Studio's Admin Console>Settings>Global Variables. Here you will configure the Internal ID per the specific transaction ArchiveFolder global variable.