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Knowledge and Support - Adaptive Insights

NetSuite Transaction Drill Through

If you are using the NetSuite Adapter for Adaptive Integration, refer to the Adaptive Integration Setting up a NetSuite Data Source section, and the External Systems section for full details on configuring the NetSuite Adapter for Adaptive Integration for drill-through. The content below is helpful for understanding how Drill Through works.

The following is for configuring NetSuite Transaction Drill through within the Planning UI. Users who have the NetSuite Integration feature turned on can drill into transaction level detail in NetSuite for accounts that are in the Actuals version and are the target of some NetSuite Import Mapping. Users can drill into transaction level detail from sheets or from the Cell Explorer, which can be accessed in both sheets and reports.

  • When viewing a sheet which contains an actuals number that has been mapped for importing from NetSuite, the user may "drill into" the number and launch a NetSuite report which details which transactions comprise that number. To "drill into" a cell on a sheet, right-click a cell and select the Drill Into NetSuite option from the context menu.

  • When viewing the Cell Explorer window which contains an actuals number that has been mapped for importing from NetSuite, the user may "drill into" the number and launch a NetSuite report which details which transactions comprise that number. When a Cell Explorer window is displaying a number which is available for drilling, a Drill Into NetSuite link appears in the Cell Explorer in the upper right area of the cell explorer window.

  • A user must have the Drill Into NetSuite Imported Numbers permission turned on in their role in order to access this functionality.

  • When the NetSuite report is launched, the user will be asked to log into NetSuite if they are not currently logged in and then the report will be run using the NetSuite credentials provided by the user.

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