There is now support for a “manual trigger” to NetSuite which can be triggered from a saved estimate in GAF Project.
NetSuite Manual Trigger
In order for this to be possible, the following things need to be configured:
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- The NetSuite setting for integration needs to have “Estimate Events > Manual Trigger” enabled and saved (as shown below):
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- Each user who needs the ability to trigger it will need the custom permission enabled on their access to allow this (as shown below):
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- Once enabled, there will be a new option available under the dropdown on the estimate where the user can click to Manually Trigger.
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- Once they click the button, they’ll be presented with a modal asking them to set an “override amount” and another “other credit” amount. The value of the “override amount” should be defaulted to the estimate’s total and other credit should be set to zero. Once these values are entered and you click “yes” a manual trigger event will be sent to NetSuite with the information on the estimate as well as the newly added amounts.
NetSuite Support for Signable Documents
We support sending a Signable Document Signed payload to NetSuite. This can be enabled by editing NetSuite integration configuration and checking the checkbox on the signed event.
