/netsuite

NetSuite SuiteTalk API Wrapper

Primary LanguageRubyMIT LicenseMIT

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NetSuite SuiteTalk API Ruby Gem

  • This gem will act as a wrapper around the NetSuite SuiteTalk WebServices API.
  • The gem does not cover the entire API, only the subset contributors have used so far.
  • NetSuite is a complex system. There's a lot to learn and sparse resources available to learn from. Here's a list of NetSuite Development Resources that might make things a bit less painful.

Help & Support

Join the slack channel for help with any NetSuite issues. Please do not post usage questions as issues in GitHub.

Messages in the Slack ground are archived here. Search the archives to see if your question has been answered before.

There is some additional helpful resources for NetSuite development listed here.

Testing

Before contributing a patch make sure all existing tests pass.

git clone git://github.com/NetSweet/netsuite.git
cd netsuite
bundle
bundle exec rspec

Installation

Add this line to your application's Gemfile:

gem 'netsuite'

This gem is built for ruby 1.9.x+, checkout the 1-8-stable branch for ruby 1.8.x support.

Configuration

Not sure how to find your account id? Search for "web service preferences" in the NetSuite global search.

NetSuite.configure do
  reset!

  # optional, defaults to 2011_2
  api_version	'2012_1'

  # optionally specify full wsdl URL (to switch to sandbox, for example)
  wsdl          "https://webservices.sandbox.netsuite.com/wsdl/v#{api_version}_0/netsuite.wsdl"

  # if your datacenter is being switched, you'll have to manually set your wsdl location
  wsdl          "https://webservices.na2.netsuite.com/wsdl/v#{api_version}_0/netsuite.wsdl"

  # or specify the wsdl_domain if you want to specify the datacenter and let the configuration
  # construct the full wsdl location - e.g. "https://#{wsdl_domain}/wsdl/v#{api_version}_0/netsuite.wsdl"
  wsdl_domain   "webservices.na2.netsuite.com"

  # or specify the sandbox flag if you don't want to deal with specifying a full URL
  sandbox       true

  # often the netsuite servers will hang which would cause a timeout exception to be raised
  # if you don't mind waiting (e.g. processing NS via DJ), increasing the timeout should fix the issue
  read_timeout  100000

  # you can specify a file or file descriptor to send the log output to (defaults to STDOUT)
  log           File.join(Rails.root, 'log/netsuite.log')

  # login information
  email    	'email@domain.com'
  password 	'password'
  account   	'12345'
  role      	1111

  # optional, ensures that read-only fields don't cause API errors
  soap_header	'platformMsgs:preferences' => {
    'platformMsgs:ignoreReadOnlyFields' => true,
  }
end

If you'd like to use a API endpoints greater than 2015_1 you'll need to specify an application ID:

NetSuite::Configuration.soap_header = {
   'platformMsgs:ApplicationInfo' => {
      'platformMsgs:applicationId' => 'your-netsuite-app-id'
   }
}

Token based Authentication

OAuth credentials are also supported. Learn more about how to set up token based authentication here.

NetSuite.configure do
  reset!

  account       ENV['NETSUITE_ACCOUNT']

  consumer_key     ENV['NETSUITE_CONSUMER_KEY']
  consumer_secret  ENV['NETSUITE_CONSUMER_SECRET']
  token_id         ENV['NETSUITE_TOKEN_ID']
  token_secret     ENV['NETSUITE_TOKEN_SECRET']

  # oauth does not work with API versions less than 2015_2
  api_version      '2016_2'
end

Usage

CRUD Operations

# get a customer
customer = NetSuite::Records::Customer.get(:internal_id => 4)
customer.is_person

# or
NetSuite::Records::Customer.get(4)


# get a list of customers
customers = NetSuite::Records::Customer.get_list(:list => [4, 5, 6])

# randomly assign a task
customer_support_reps = [12345, 12346]

task = NetSuite::Records::Task.new(
	:title => 'Take Care of a Customer',
	:assigned => NetSuite::Records::RecordRef.new(internal_id: customer_support_reps.sample),
	:due_date => DateTime.now + 1,
	:message => "Take care of this"
)

task.add

# this will only work on OS X, open a browser to the record that was just created
`open https://system.sandbox.netsuite.com/app/crm/calendar/task.nl?id=#{invoice.internal_id}`

# update a field on a record
task.update(message: 'New Message')

# delete a record
task.delete

# refresh/reload a record (helpful after adding the record for the first time)
task.reload

# using get_select_value with a standard record
NetSuite::Records::BaseRefList.get_select_value(
  recordType: 'serviceSaleItem',
  field: 'taxSchedule'
)

# get options for a custom sublist field (i.e. transaction column fields)
NetSuite::Records::BaseRefList.get_select_value(
  field: 'custcol69_2',
  sublist: 'itemList',
  recordType: 'salesOrder'
)

# output names of options available for a custom field
options = NetSuite::Records::BaseRefList.get_select_value(
  field: 'custbody_order_source',
  recordType: 'invoice'
)
options.base_refs.map(&:name)

Custom Records & Fields

# updating a custom field list on a record

# you need to push ALL the values of ALL of the custom fields that you want set on the record
# you can't just push the values of the fields that you want to update: all of the values of
# other fields will then fall back to their default values

contact = NetSuite::Records::Contact.get(12345)
contact.custom_field_list.custentity_alistfield = { internal_id: 1 }
contact.custom_field_list.custentity_abooleanfield = true
contact.update(custom_field_list: contact.custom_field_list)

# getting a custom record
record = NetSuite::Records::CustomRecord.get(
  # custom record type
  type_id: 10,
  # reference to instance of the custom record type
  internal_id: 100
)

# getting a list of custom records
records = NetSuite::Records::CustomRecord.get_list(
  # netsuite internalIDs
  list: [1,2,3],
  # only needed for a custom record
  type_id: 1234
)

# adding a custom record
record = NetSuite::Records::CustomRecord.new
record.rec_type = NetSuite::Records::CustomRecord.new(internal_id: 10)
record.custom_field_list.custrecord_locationstate = "New Jersey"
record.add

# updating a custom record
record = NetSuite::Records::CustomRecord.new(internal_id: 100)
record.custom_field_list.custrecord_locationstate = "New Jersey"
record.update(custom_field_list: record.custom_field_list, rec_type: NetSuite::Records::CustomRecord.new(internal_id: 10))

# using get_select_value with a custom record
NetSuite::Records::BaseRefList.get_select_value(
  field: 'custrecord_something',
  customRecordType: {
    '@internalId' => 10,
    '@xsi:type' => 'customRecord'
  }
)

Searching

# basic search
search = NetSuite::Records::Customer.search({
  basic: [
    {
      field: 'companyName',
      operator: 'contains',
      value: company_name
    }
  ]
})

`open https://system.netsuite.com/app/common/entity/custjob.nl?id=#{search.results.first.internal_id}`

# find the avalara tax item. Some records don't support search.
all_sales_taxes = NetSuite::Utilities.backoff { NetSuite::Records::SalesTaxItem.get_all }
ns_tax_code = all_sales_taxes.detect { |st| st.item_id == 'AVATAX' }

# searching for custom records
NetSuite::Records::CustomRecord.search(
  basic: [
    {
      field: 'recType',
      operator: 'is',
      # custom record type
      value: NetSuite::Records::CustomRecordRef.new(:internal_id => 10),
    }
  ]
).results

# advanced search building on saved search
NetSuite::Records::Customer.search({
  saved: 500,	# your saved search internalId
  basic: [
    {
      field: 'entityId',
      operator: 'hasKeywords',
      value: 'Assumption',
    },
    {
      field: 'stage',
      operator: 'anyOf',
      type: 'SearchMultiSelectCustomField',
      value: [
        '_lead', '_customer'
      ]
    },
    {
      field: 'customFieldList',
      value: [
        {
          field: 'custentity_acustomfield',
          operator: 'anyOf',
          # type is needed for all search fields
          type: 'SearchMultiSelectCustomField',
          value: [
            NetSuite::Records::CustomRecordRef.new(:internal_id => 1),
            NetSuite::Records::CustomRecordRef.new(:internal_id => 2),
          ]
        },
      	{
      	  field: 'custbody_internetorder',
      	  type: 'SearchBooleanCustomField',
      	  value: true
      	}
      ]
    }
  ]
}).results

NetSuite::Records::SalesOrder.search({
  criteria: {
    basic: [
      # NOTE do not search for more than one transaction type at a time!
      {
        field: 'type',
        operator: 'anyOf',
        value: [ "_invoice"]
      },
      {
        field: 'tranDate',
        operator: 'within',
        # this is needed for date range search requests, for date requests with a single param type is not needed
        type: 'SearchDateField',
        value: [
          # NetSuite requires iso8601 time format
          # need to require the time library for this to work
          Time.parse("01/01/2012").iso8601,
          Time.parse("30/07/2013").iso8601,

          # or you can use a string. Note that the format below is different from the format of the above code
          # but it matches exactly what NS returns
          # "2012-01-01T22:00:00.000-07:00",
          # "2013-07-30T22:00:00.000-07:00"
        ]
      }
    ],

    # equivilent to the 'Account' label in the GUI
    accountJoin: [
      {
        field: 'internalId',
        operator: 'noneOf',
        value: [ NetSuite::Records::Account.new(:internal_id => 215) ]
      }
    ],

    itemJoin: [
      {
        field: 'customFieldList',
        value: [
          {
            field: 'custitem_apcategoryforsales',
            operator: 'anyOf',
            type: 'SearchMultiSelectCustomField',
            value: [
              NetSuite::Records::Customer.new(:internal_id => 1),
              NetSuite::Records::Customer.new(:internal_id => 2),
            ]
          }
        ]
      }
    ]
  },

  # the column syntax is a WIP. This will change in the future
  columns: {
    'tranSales:basic' => [
      'platformCommon:internalId/' => {},
      'platformCommon:email/' => {},
      'platformCommon:tranDate/' => {}
    ],
    'tranSales:accountJoin' => [
      'platformCommon:internalId/' => {}
    ],
    'tranSales:contactPrimaryJoin' => [
      'platformCommon:internalId/' => {}
    ],
    'tranSales:customerJoin' => [
      'platformCommon:internalId/' => {}
    ],
    'tranSales:itemJoin' => [
      'platformCommon:customFieldList' => [
        'platformCore:customField/' => {
          '@internalId' => 'custitem_apcategoryforsales',
          '@xsi:type' => "platformCore:SearchColumnSelectCustomField"
        }
      ]
    ]
  },

  preferences: {
    page_size: 10,

    # only returning body fields increases performance!
    body_fields_only: true
  }
}).results

NetSuite::Records::ItemFulfillment.search({
  criteria: {
    basic: [
      {
        field: 'type',
        operator: 'anyOf',
        type: 'SearchEnumMultiSelectField',
        value: ["_itemFulfillment"]
      },
      {
        field: 'lastModifiedDate',
        type: 'SearchDateField',
        operator: 'within',
        value: [
          DateTime.now - 2.hours,
          DateTime.now
        ]
      }
    ],
    createdFromJoin: [
      {
        field: 'type',
        operator: 'anyOf',
        value: [ '_salesOrder' ]
      },
      {
        field: 'internalIdNumber',
        operator: 'notEmpty'
      }
    ]
  },
  preferences: {
    pageSize: 1000,
    bodyFieldsOnly: false
  }
}).results

# basic search with pagination / SearchMorewithId
search = NetSuite::Records::Customer.search(
  criteria: {
    basic: [
      {
        # no operator for booleans
        field: 'isInactive',
        value: false,
      },
    ]
  },

  preferences: {
    page_size: 10,
  }
)

search.results_in_batches do |batch|
  puts batch.map(&:internal_id)
end

# item search
NetSuite::Records::InventoryItem.search({
  criteria: {
    basic: [
      {
        field: 'type',
        operator: 'anyOf',
        type: 'SearchEnumMultiSelectField',
        value: [
          '_inventoryItem',

          # note that the naming conventions aren't consistent: AssemblyItem != _assemblyItem
          # https://system.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2014_1/schema/enum/itemtype.html
          '_assembly'
        ]
      },
      {
        field: 'isInactive',
        value: false
      }
    ]
  }
}).results.first

# set body_fields_only = false to include the majority of lists associated with records in the XML response
# Some lists you just can't include with searches (a customer's AddressBookList, for example)

# In order to get the full record data for those records whose lists aren't included when body_fields_only = false
# you will have to run a get_list call on the resulting internalIds returned from the search you've executed

search = NetSuite::Records::File.search({
  preferences: {
    body_fields_only: false,
    page_size: 20
  }
})

search.results_in_batches do |batch|
  batch.each do |file|
    next unless file.file_type == "_JAVASCRIPT"
    puts Base64.decode64(file.content)
  end
end

# the getList operation
NetSuite::Records::CustomRecord.get_list(
  # netsuite internalIDs
  list: [1,2,3],
  # only needed for a custom record
  type_id: 1234,
  # allow inclomplete results (defaults to false)
  allow_incomplete: true
).each do |record|
  # do your thing...
end

# Adding a Customer Deposit example. The customer associated with the
# sales order would be linked to the deposit.

deposit = CustomerDeposit.new
deposit.sales_order = RecordRef.new(internal_id: 7279)
deposit.payment = 20
deposit.add

Non-standard Operations

# making a call that hasn't been implemented yet
NetSuite::Configuration.connection.call :get_customization_id, message: {
  'platformMsgs:customizationType' => { '@getCustomizationType' => 'customRecordType'},
  'platformMsgs:includeInactives' => 'false'
}

server_time_response = NetSuite::Configuration.connection.call :get_server_time
server_time_response.body[:get_server_time_response][:get_server_time_result][:server_time]

# getting a list of states
states = NetSuite::Configuration.connection.call(:get_all, message: {
  'platformCore:record' => {
    '@recordType' => 'state'
  }
})
states.to_array.first[:get_all_response][:get_all_result][:record_list][:record].map { |r| { country: r[:country], abbr: r[:shortname], name: r[:full_name] } }

About SuiteSync

SuiteSync, the Stripe-NetSuite integration uses this gem and funds the majority of it's development and maintenance.