Using the Aria-NetSuite Connector

The first place in NetSuite where you can access Aria data is in the Transactions tab. Click Transactions, then click List next to Make Journal Entries, which is listed under the Financial heading.

When you view a list of journal entries (as shown below), you are seeing what it looks like when an Aria journal entry is mapped to a journal entry in NetSuite.

In the screen shown below, note the Internal ID. This correlates to the External ID in Aria.

When you select a journal entry, you see the following screen. Note the tab showing Aria Transaction Detail with the Aria Event No.

You can access Aria data in the NetSuite Transactions tab. Click Transactions, then click either Create Invoices, or List or Search (next to Create Invoices, see below). Create Invoices appears under the Sales heading.

When you view an invoice in NetSuite, you can click Aria Transaction Detail to access the tab where you see Aria data associated with the invoice (see below). Each of the fields listed on the Aria Transaction Detail tab is populated with information generated from Aria.

Aria-related items on the Aria Transaction Detail tab and on the Items tab correspond to values that are stored in Aria. For example, Aria Account Number is the account number associated with this invoice in Aria; Aria Paid Date is the date the invoice was marked as paid in Aria; and so on.

Aria data can be accessed in the NetSuite Transactions tab. Click Transactions, then click Accept Customer Payments, or List or Search (next to Accept Customer Payments). Accept Customer Payments appears under the Customers heading.

When you view a payment in NetSuite, you can click Aria Payment Detail to access the tab where you can view the Aria Payment ID.

You can access Aria data from the NetSuite Transactions tab. Click Transactions, then click either Issue Credit Memos, or List or Search (next to Issue Credit Memos). Issue Credit Memos appears under the Customers heading.

When you view a credit memo in NetSuite, you can click Aria Transaction Detail to view Aria data that is associated with the memo (see below). Each of the fields listed on the Aria Transaction Detail tab are populated with information generated from Aria.

Aria-related items on the Aria Transaction Detail tab and the Items tab correspond to values that are stored in Aria. For example, Aria Account Number is the account number associated with this credit memo in Aria; Aria Currency CD is the currency code associated with this memo in Aria; and so on.

Aria data can be accessed through the NetSuite Lists tab. Click Lists, then click either Customers, or New or Search (next to Customers). Customers is listed under the Relationships heading.

When you view a customer’s information in NetSuite, you can click Aria Billing Information to access the tab where you can view all the Aria data associated with that client. Each of the fields on the Aria Billing Information tab is populated with information generated from Aria. See the screen below for more information.

All the items listed on this tab correspond to values that are stored in Aria. For example, Aria Account Number is the account number associated with this customer in Aria; Aria Master Plan No is the number of the master plan associated with that client in Aria; and so on.

You can access Aria data in the Lists tab. Click Lists, then click either Items, or Search (next to Items). Items is listed under the Accounting heading. After clicking either Items or Search, a list of items appears on screen. Click any item from the on-screen list to view it.

When you view an item in NetSuite, there are three fields that correspond to Aria information (see below). These fields are:

• Internal ID: The External ID in Aria.
• Item Name/Number: The Aria item, service, or plan number (depending on the type of item).
• Display Name/Code: The Aria item, service, or plan name (depending on the type of item).

Any payments that are applied in NetSuite are migrated to Aria immediately. A payment associated with a closed accounting period, is automatically assigned to the next open accounting period.

1. Click Transactions > Sales > Create Invoices > List

2. To apply an external payment search for an Open invoice.
3. Select an Open invoice and click View to apply a payment.
4. Click the Aria Transaction Detail tab to view the amount that is due on the invoice.

5. Click the Accept Payment button. The selected invoice is checked.

6. Click the Payment Method tab. Select a Payment Method from the drop-down and enter the required details about the selected payment method.

7. Click Save. A Confirmation window displays.

8. To view a payment received from NetSuite in Aria, go to Accounts > Select an Account> Account Overview > Recent Payments.  Payments from NetSuite are labeled as External payment.  

You can also view the payment on the Payments & Credits screen.