Creating a saved search will allow you to pull all the required fields that will be necessary for Toolio data validation.

1. Once you’re logged into the NetSuite Administration, Hover over the “Reports” tab and select “New Search.”

2. Scroll down to find and select “Item”

3. Select “Create New Search”

4. Give this Saved Search a name.

5. Under the secondary tab “Criteria,” under “Standard,” add three filters. These filter values will include:

  • Type - set this to include any “Inventory Item”
  • Matrix Child Item - set this to “yes”
  • Inactive - set this to “no

6. Once your Standard table looks like the one above, go to the secondary tab “Results,” under “Columns,” select “Remove all.”

7. For each of the following NetSuite Field values, select the NetSuite Field value in “Field” and manually type the corresponding Toolio Field value into “Custom Label”. Please see the reference in the table below.

NetSuite Field

Toolio Field

Average Cost

unit_cost

Feed Name

variant_id

Parent

product_id

Parent : Display Name

title

Note: these are all core attributes that Toolio requires. For custom attributes, select your field values and for the custom label, add “col_” before the custom attribute values. See example below.

8. Save this Saved Search

Repeat steps 2-8 for another “Item” search, using different criteria filters and NetSuite Fields/Toolio Fields (listed below under “Inventory”).

Repeat steps 2-8 for a “Transaction” search, using different criteria filters and NetSuite Fields/Toolio Fields (listed below under “Purchase Order”).

Search Criteria & Results Mapping for Toolio Models

Product / Variant

Search Criteria

Criteria Filters

Criteria Values

Type

is any of Inventory Item

Matrix Child Item

is true

Inactive

is false

Results Mapping

NetSuite Field

Custom Field (Toolio)

Average Cost

unit_cost

Feed Name

variant_id

Parent

product_id

Parent : Display Name

title

Planned Original Retail Price (Custom)

unit_retail

Inventory

Search Criteria

Criteria Filters

Criteria Values

Location

is any of <select the applicable locations>

Available

is greater than 0

Results Mapping

  • This will require an extra column -- set the corresponding formula associated with the NetSuite Field value.

NetSuite Field

Formula

Custom Field (Toolio)

Inventory Location

location

Location Available

quantity

Formula (Currency)

{locationquantityavailable}*{locationaveragecost}

total_cost

Formula (Numeric)

{locationquantityavailable}*{custitem_planned_original_retail_price}

total_retail

Purchase Order

Search Criteria

Criteria Filters

Criteria Values

Type

is Purchase Order

Main Line

is false

ETA (Custom Body)

is after 8/1/2020

Results Mapping

NetSuite Field

Toolio Field

Date

order_date

Document Number

po_number

E-Comm Delivered Date (Custom Body)

delivery_date

Expected Receipt Date

due_date

Item : Feed Name

variant_id

Item Rate

unit_cost

Location (no hierarchy)

location

Production Status (Custom Body)

status

Quantity

order_quantity

Quantity Fulfilled/Received

received_quantity

Did this answer your question?