To use Auditoria with your Oracle NetSuite ERP, the Oracle NetSuite Administrator should complete the following setup.
- Log in to Oracle NetSuite with an administrator account.
- View the Company Information and make a note of the Account ID. You will need this information to connect Oracle NetSuite to Auditoria.
- Select Setup > Company > Enable Features.
- Select the SuiteCloud tab.
- Enable the following features:
- SuiteTalk (Web Services) > SOAP Web services
- Manage Authentication > Token Based Authentication
- Create a new user and assign the A/P Clerk role (or the A/R Clerk role) and customize the role to include the following permissions:
- Lists > Currency > Full
- Lists > Subsidiaries > View
- Lists > Customers > View
- Lists > Vendors > Full
- Lists > Resource > Create
- Transactions > Customer Payment > View
- Transactions > Vendor Payment Status > View
- Transactions > Purchase Order > View
- Transactions > Make Journal Entry > Full
- Transactions > Invoice > View
- Transactions > Bills > Full
- Transactions > Credit Memo > Full
- Login Using Access Tokens
- SOAP Web Services
- Select Setup > Integration > Manage Integration > New.
- Name the new integration Auditoria.
- Select the following options for the integration:
- Token Based Authentication (TBA)
- User Credentials
- Ensure that the State is set to Enabled
- Make a note of the Consumer Key and the Consumer Secret. You will need this information to connect Oracle NetSuite to Auditoria.
- Select Setup > User/Role > Access Tokens > New.
- Select the following options for the new access token:
- Select the Auditoria integration you created in step 8.
- Select the A/P Clerk role or the custom role you created in step 6.
- Leave the default token name.
- Record and save the Token ID and the Token Secret. This information will be required later to connect Oracle NetSuite to Auditoria.
- Navigate to and select Setup > Company > Company Information > Company URLs
- Record and save the SUITETALK (SOAP AND REST WEB SERVICES). This information will be required later to connect Oracle NetSuite to Auditoria.