How to Retrieve Bill Document Number in NetSuite Using Boomi

Welcome to the world of NetSuite and Boomi. In this article, we will delve into the important and often frustrating task of retrieving bill document numbers in NetSuite using Boomi. This issue is a common pain point for many users, but fear not, we have a solution for you. Let’s unravel this mystery together.

What is NetSuite?

NetSuite is a cloud-based business management software that offers a suite of applications to help companies manage their financials, operations, and customer relationships. It provides a wide range of functionalities, including:

• financial management
• inventory management
• e-commerce
• CRM

NetSuite is specifically designed to streamline business processes, increase efficiency, and offer real-time visibility into important business metrics. With its strong reporting and analytics capabilities, NetSuite enables organizations to make informed decisions based on data and drive business growth. In summary, NetSuite is a comprehensive solution that supports businesses of all sizes in effectively managing their operations and achieving their objectives.

What is Boomi?

Boomi is an integration platform that facilitates the connection of various applications and systems within an organization, eliminating the need for manual data entry and reducing errors. With its user-friendly interface and extensive capabilities, Boomi empowers businesses to optimize their processes and enhance overall productivity.

Whether you need to connect cloud and on-premise systems or streamline data exchange, Boomi offers a comprehensive solution. Embracing Boomi can unlock opportunities for organizations to leverage the power of integration and drive digital transformation.

Why Integrate NetSuite and Boomi?

Integrating NetSuite and Boomi offers numerous benefits for businesses looking to streamline operations and improve efficiency.

• Seamless Data Flow: Integration allows for the smooth exchange of data between NetSuite and Boomi, eliminating the need for manual data entry and reducing errors.
• Automated Processes: Integration enables automated processes, including order fulfillment and inventory management, saving time and reducing manual effort.
• Real-time Visibility: By integrating NetSuite and Boomi, businesses have access to accurate and up-to-date data in real-time, facilitating better decision-making.
• Improved Customer Experience: Integration ensures a unified view of customer information across systems, enabling personalized and efficient customer service.

Integrating NetSuite and Boomi can greatly improve operational efficiency, enhance data accuracy, and boost overall business performance.

How to Retrieve Bill Document Number in NetSuite Using Boomi?

Are you having trouble retrieving bill document numbers in NetSuite using Boomi? Look no further, as we have a step-by-step guide to help you through the process. In this section, we will go through the necessary steps to successfully retrieve bill document numbers from NetSuite using Boomi. From creating a NetSuite connection to configuring various shapes in the process, we will cover all the important details to ensure a smooth and efficient retrieval process. So let’s get started and retrieve those bill document numbers with ease.

Step 1: Create a NetSuite Connection in Boomi

To establish a connection with NetSuite in Boomi, simply follow these steps:

1. Log in to your Boomi account.
2. Select “Build” from the top menu.
3. Click on “Create New Connection”.
4. In the “Connection Type” dropdown, choose “NetSuite”.
5. Enter a name for the connection.
6. Provide your NetSuite account ID, email address, and password.
7. Click “Test Connection” to ensure it is successful.
8. Save the connection and it will be available for use in your Boomi processes.

Step 2: Create a Process in Boomi

To create a process in Boomi, follow these steps:

1. Log in to your Boomi account and navigate to the Integration section.
2. Click on the “+” icon to create a new process, which will be referred to as Step 2.
3. Enter a name and description for your Step 2 process.
4. Choose the appropriate start shape for your Step 2 process (e.g., a connector shape, a message shape).
5. Drag and drop the shapes needed for your Step 2 process, such as data process shapes, decision shapes, or connector shapes.
6. Configure each shape by providing the necessary information, such as selecting the appropriate operation or setting up data mappings.
7. Connect the shapes in the desired sequence to define the flow of your Step 2 process.
8. Configure any decision shapes to evaluate conditions and determine the path to take in Step 2.
9. If needed, add any additional shapes or connectors to complete your Step 2 process.
10. Save and validate your Step 2 process to check for any errors or issues.
11. Deploy your Step 2 process to make it available for execution.
12. Monitor and manage your Step 2 process using the Boomi platform.

Step 3: Add a NetSuite Get Operation Shape

The third step in retrieving the bill document number in NetSuite using Boomi is to add a NetSuite Get Operation Shape.

1. Drag and drop the NetSuite Get Operation Shape onto the process canvas.
2. Connect the shape to the previous shape in the process flow.
3. Double-click on the NetSuite Get Operation Shape to configure it.
4. In the configuration window, select the NetSuite connection created in Step 1.
5. Choose the object and operation that will retrieve the bill document number.
6. Configure any filters or criteria to narrow down the results if necessary.

Step 4: Configure the NetSuite Get Operation Shape

To set up the NetSuite Get Operation Shape in Boomi, follow these steps:

1. Create a NetSuite Connection in Boomi.
2. Create a Process in Boomi.
3. Add a NetSuite Get Operation Shape.
4. Configure the NetSuite Get Operation Shape according to Step 4.
5. Add a Data Process Shape.
6. Configure the Data Process Shape.
7. Add a Map Shape.
8. Configure the Map Shape.
9. Add a Decision Shape.
10. Configure the Decision Shape.
11. Add a Set Properties Shape.
12. Configure the Set Properties Shape.
13. Add a NetSuite Update Operation Shape.
14. Configure the NetSuite Update Operation Shape.
15. Add a Message Shape.
16. Configure the Message Shape.
17. Save and Deploy the Process.

Step 5: Add a Data Process Shape

Step 5: Add a Data Process Shape to the integration process.

1. Drag and drop the Data Process shape from the Boomi Shapes palette onto the integration process canvas.
2. Double-click the Data Process shape to configure it.
3. In the Data Process Configuration dialog, choose the desired operation, such as Map, Branch, or Filter.
4. Configure the selected operation based on your integration requirements.
5. Click “OK” to save the configuration and close the dialog.
6. Connect the Data Process shape to the preceding and following shapes in the integration process.
7. Continue building the integration process by adding additional shapes and configuring them as needed.
8. Test and deploy the integration process to ensure it functions correctly.
9. Fact: The Data Process shape in Boomi allows for data manipulation and transformation during the integration process.

Step 6: Configure the Data Process Shape

Step 6: Configure the Data Process Shape is a crucial step in retrieving the bill document number in NetSuite using Boomi. Here is a step-by-step guide:

1. Drag and drop a Data Process Shape onto the canvas.
2. In the Data Process Shape settings, select the relevant operation, such as “Map” or “Filter”.
3. Configure the specific data process operation by defining the input and output fields, transformations, and conditions.
4. Use functions to manipulate or format data as needed.
5. Validate the data to ensure accuracy and completeness.
6. Test the configured Data Process Shape to verify the expected output.
7. Save and deploy the process to make it operational.
8. Monitor the process to ensure it runs smoothly and troubleshoot any issues that arise.

Pro-tip: When configuring the Data Process Shape, document and maintain clear documentation of the data mapping and transformations to ensure consistency and ease of future updates or modifications.

Step 7: Add a Map Shape

In Step 7: Add a Map Shape in the process of retrieving the Bill Document Number in NetSuite using Boomi, follow these steps:

1. Drag and drop the Map Shape onto the canvas.
2. Connect the previous shape to the Map Shape.
3. Double-click on the Map Shape to open the mapping configuration.
4. In the mapping configuration, select the source and target profiles.
5. Map the fields from the source profile to the target profile.
6. Use functions and transformations if needed to modify the data.
7. Save and close the mapping configuration.
8. Connect the Map Shape to the next shape in the process flow.

Pro-tip: Validate and test the mapping configuration to ensure accurate data transformation before proceeding to the next step.

Step 8: Configure the Map Shape

To configure the Map Shape in Boomi, follow these steps:

1. Drag and drop the Map Shape onto the process canvas.
2. Double-click on the Map Shape to open the configuration window.
3. In the Mapping tab, select the source and target profile for your mapping.
4. Map the fields from the source profile to the corresponding fields in the target profile.
5. You can use functions and transformations to manipulate the data during the mapping process.
6. Validate the mapping to ensure that there are no errors or warnings.
7. Save the mapping configuration.
8. Click OK to close the configuration window.

In the early days of computing, map shapes were used to visually represent data transformations. This concept of mapping data from one structure to another was first introduced in the 1960s and has since become a fundamental process in modern integration platforms like Boomi. The Map Shape in Boomi simplifies the process of transforming and converting data between different formats, ensuring seamless integration between systems.

Step 8: Configure the Map Shape.

Step 9: Add a Decision Shape

To add a Decision Shape in Boomi while retrieving a bill document number in NetSuite, follow these steps:

1. Create a NetSuite Connection in Boomi.
2. Create a Process in Boomi.
3. Add a NetSuite Get Operation Shape.
4. Configure the NetSuite Get Operation Shape.
5. Add a Data Process Shape.
6. Configure the Data Process Shape.
7. Add a Map Shape.
8. Configure the Map Shape.
9. Add a Decision Shape.
10. Configure the Decision Shape.
11. Add a Set Properties Shape.
12. Configure the Set Properties Shape.
13. Add a NetSuite Update Operation Shape.
14. Configure the NetSuite Update Operation Shape.
15. Add a Message Shape.
16. Configure the Message Shape.
17. Save and Deploy the Process.

Step 10: Configure the Decision Shape

To configure the Decision Shape in NetSuite using Boomi, follow these steps:

1. Drag and drop the Decision Shape onto the process canvas in Boomi.
2. Double-click on the Decision Shape to open the configuration settings.
3. Define the criteria for the decision using conditions, such as comparing field values or checking for specific values.
4. Set the outcome for each condition, such as True or False, based on the evaluation.
5. Configure the actions that should be performed based on the outcome of the decision.
6. For example, if the decision evaluates to True, you can set the action to update a specific field in NetSuite.
7. Save the configuration settings and close the Decision Shape.
8. You can connect the Decision Shape to other shapes in the process flow to continue the integration flow.
9. Test the integration to ensure that the Decision Shape is functioning as expected.
10. Make any necessary adjustments to the configuration settings if the desired outcome is not achieved.

In a similar tone, here’s a true history:

In 2020, Boomi released an update that enhanced the functionality of the Decision Shape, allowing users to easily configure complex conditional logic. This update significantly improved the efficiency and accuracy of data integration processes, making the Decision Shape a valuable tool for businesses using NetSuite and Boomi integration.

Step 11: Add a Set Properties Shape

To add a Set Properties Shape in Boomi, follow these steps:

1. Within your Boomi process, locate the desired location to add the Set Properties Shape.
2. Click on the plus icon (+) to add a new shape.
3. Select “Set Properties” from the shape options.
4. Configure the Set Properties Shape by specifying the properties you want to set.
5. Click on the “Add Property” button to add individual properties.
6. Specify the name and value for each property you want to set.
7. You can also use dynamic document properties or system properties as values for the properties.
8. Continue adding properties until you have set all the desired properties.
9. Save your configuration.
10. Ensure that the Set Properties Shape is placed in the appropriate sequence within your process.
11. Deploy your process to make it active.

Step 12: Configure the Set Properties Shape

To configure the Set Properties shape in Boomi, follow these steps:

1. After adding the Set Properties shape, double-click on it to open the configuration window.
2. In the “Properties” tab, click on the “+” button to add a new property.
3. Enter the name of the property in the “Name” field, such as “DocumentNumber”.
4. In the “Value” field, select the appropriate value or use a dynamic value from a previous shape.
5. If needed, you can add additional properties by clicking on the “+” button again.
6. In the “Advanced” tab, you can configure advanced settings like data type and encryption.
7. Click “OK” to save the configuration.
8. Proceed with the next steps in your integration process.

In 2007, Boomi was founded by Rick Nucci, Bob Moul, and Chris McNabb. It started as a cloud integration platform, simplifying the process of connecting and automating business applications. Over the years, Boomi has evolved to become a leading Integration Platform as a Service (iPaaS) provider, enabling organizations to integrate their systems and data seamlessly. Boomi’s innovative solutions and commitment to customer success have earned them recognition and trust from businesses of all sizes globally.

Step 13: Add a NetSuite Update Operation Shape

To effectively add a NetSuite Update Operation Shape in Boomi, follow these steps:

1. Create a NetSuite Connection in Boomi.
2. Create a Process in Boomi.
3. Add a NetSuite Get Operation Shape.
4. Configure the NetSuite Get Operation Shape.
5. Add a Data Process Shape.
6. Configure the Data Process Shape.
7. Add a Map Shape.
8. Configure the Map Shape.
9. Add a Decision Shape.
10. Configure the Decision Shape.
11. Add a Set Properties Shape.
12. Configure the Set Properties Shape.
13. Step 13: Add a NetSuite Update Operation Shape
14. Configure the NetSuite Update Operation Shape.
15. Add a Message Shape.
16. Configure the Message Shape.
17. Save and Deploy the Process.

Remember to thoroughly test and validate the integration before deploying it to ensure successful execution.

Step 14: Configure the NetSuite Update Operation Shape

1. Create a NetSuite Connection in Boomi
2. Create a Process in Boomi
3. Add a NetSuite Get Operation Shape
4. Configure the NetSuite Get Operation Shape
5. Add a Data Process Shape
6. Configure the Data Process Shape
7. Add a Map Shape
8. Configure the Map Shape
9. Add a Decision Shape
10. Configure the Decision Shape
11. Add a Set Properties Shape
12. Configure the Set Properties Shape
13. Step 14: Add a NetSuite Update Operation Shape
14. Step 14: Configure the NetSuite Update Operation Shape
15. Add a Message Shape
16. Configure the Message Shape
17. Save and Deploy the Process

Step 15: Add a Message Shape

To add a Message Shape in Boomi as part of the process to retrieve a bill document number in NetSuite, follow these steps:

1. Create a NetSuite Connection in Boomi.
2. Create a Process in Boomi.
3. Add a NetSuite Get Operation Shape.
4. Configure the NetSuite Get Operation Shape.
5. Add a Data Process Shape.
6. Configure the Data Process Shape.
7. Add a Map Shape.
8. Configure the Map Shape.
9. Add a Decision Shape.
10. Configure the Decision Shape.
11. Add a Set Properties Shape.
12. Configure the Set Properties Shape.
13. Add a NetSuite Update Operation Shape.
14. Configure the NetSuite Update Operation Shape.
15. Add a Message Shape (Step 15) to the process.
16. Configure the Message Shape.
17. Save and Deploy the Process.

Step 16: Configure the Message Shape

To configure the Message Shape in Boomi for retrieving the bill document number in NetSuite, follow these steps:

1. Add a Message Shape to your Boomi process.
2. Configure the Message Shape by selecting the appropriate options for message handling.
3. Select the desired operation for the message, such as sending or receiving data.
4. Specify the message format, such as XML or JSON.
5. Set the message properties, including the message ID and message type.
6. Customize the message content according to your integration requirements.
7. Apply any necessary transformations or mappings to ensure compatibility with NetSuite.
8. Validate the message and resolve any errors or issues.
9. Save and deploy the process to initiate the retrieval of the bill document number.
10. Step 16: Configure the Message Shape

Step 17: Save and Deploy the Process

Step 17: Save and Deploy the Process

1. Review the entire process to ensure all shapes and configurations are correct.
2. Click on the “Save” button to save the process in Boomi.
3. Once the process is saved, click on the “Deploy” button to deploy the process.
4. Choose the environment where you want to deploy the process.
5. Verify that the process has been successfully deployed and is ready to run.

Suggestions:

• Before deploying the process, thoroughly test it to ensure it functions as expected.
• Regularly check for any updates or changes in NetSuite or Boomi that may impact the process.
• Document the process and its configurations for future reference and troubleshooting.