The EDI 850 (Purchase Order) to NetSuite sample flow has pre-configured connectors for mapping & integrating the 850 Purchase Order transaction set into a NetSuite back-end.

The following connectors make up the core elements of the flow:

• X12 Connector: Generates EDI files from XML or converts EDI files into XML for further processing.
• XML Map Connector: Transforms data from one XML format to another, mapping data from the preceeding data format/model into a format/model appropriate for the next connector.
• Cloud Data Connector: Interfaces with a wide range of cloud application data sources provided the corresponding CData driver is installed. This allows you to insert or retrieve the data in these documents to or from NetSuite.
  Note: If you have not already, you will need to install the CData ADO.NET/JDBC Driver for NetSuite. You can download a free, 30-day trial. If you just downloaded and installed the driver, please restart CData Arc before proceeding.
  

These connectors are configured to automatically move files from one connector to the next until the incoming 850 Purchase Order files are transformed and inserted into NetSuite. You can modify the automation settings for each connector in its Automation tab, or you can manually process each step in the workflow using the Send button in the connector's Input tab.

If you would like to use this sample flow in your workspace, please follow these instructions:

Importing Workspace

Create Workspace

First, navigate to the Flows tab and click on the cogwheel icon in the top right corner. Choose the Create Workspace option to create a new Workspace for this sample flow.

Import Workspace

Then, from the same cogwheel dropdown, click Import Workspace. In the resulting dialog, choose the downloaded sample flow 850_to_netsuite.arcflow to import the relevant connectors and settings. You can choose to import the flow into any Workspace you like, but we recommend using separate Workspaces for distinct workflows.

Once you have successfully imported the sample flow, you can begin configuring the connectors to best suit your specific use case.

Cloud Data Connector - NetSuite

Connect to NetSuite & Test the Connection

Navigate to the Settings tab of the Cloud Data Connector. In order to establish a connection with NetSuite, you must enter your Account ID, User and Password. Click the Test Connection button to verify that you can connect to NetSuite from CData Arc.

Set up your Output Mapping

After successfully setting up and testing a connection, you can choose to query NetSuite for information that will then be used to generate EDI documents. Exactly what data is queried is controlled by the Output Mapping configured in the Cloud Data Connector's settings. If you would like to execute all output mappings, navigate to the Output tab and click Receive to start retrieving Invoice, Items and Advance Shipment Notice data from the database.

X12 Connectors

Review Interchange Settings for Incoming Documents

Navigate to the Settings tab of the X12 Connector. Review the Interchange Settings and ensure that the following segments contain the correct information:

1. ISA05 - Sender ID Qualifier
2. ISA06 - Sender Identifier
3. ISA07 - Receiver ID Qualifier
4. ISA08 - Receiver Identifier

Review the Functional Group Settings for Outgoing Documents

Ensure the following segments contain the correct information:

1. GS02 - Sender Identifier
2. GS03 - Receiver Identifier

Since incoming documents are received by you, the value X12 is pre configured as the Sender Identifier, and VENDOR as the Receiver Identifier.

The project comes with a sample 850 Purchase Order file, built in templates for Excel, and completely configued XML Map connector that will tranform the XML structure of EDI files into simple human readable XML. If you send this sample file from the pre-configured X12 connector, you can find the 850 Purchase Order file in XLSX format in the Output tab of the Excel connector. You can click on the file to download it and visualize the 850 Purchase Order data in Excel form.

Once you configure the NetSuite and X12 Connectors, the sample flow is ready for use!

EDI 850 (Purchase Order) to NetSuite