Tableau Connector for NetSuite

Build 25.0.9434

Transactions

Provides a comprehensive view of all transactions recorded in NetSuite, useful for auditing, reporting, and data analysis.

Columns

Name Type Description
InternalId [KEY] String A unique identifier assigned to the transaction by NetSuite, used for internal tracking and record management.
Type String The classification of the transaction, such as 'Invoice,' 'Sales Order,' 'Payment,' or other transaction types.

The allowed values are _assemblyBuild, _assemblyUnbuild, _binTransfer, _binWorksheet, _cashRefund, _cashSale, _check, _creditMemo, _custom, _customerDeposit, _customerPayment, _customerRefund, _deposit, _depositApplication, _estimate, _expenseReport, _inventoryAdjustment, _inventoryCostRevaluation, _inventoryTransfer, _invoice, _itemFulfillment, _itemReceipt, _journal, _opportunity, _paycheckJournal, _purchaseOrder, _requisition, _returnAuthorization, _salesOrder, _transferOrder, _vendorBill, _vendorCredit, _vendorPayment, _vendorReturnAuthorization, _workOrder, _workOrderClose, _workOrderCompletion, _workOrderIssue.

Account_InternalId String The internal identifier for the general ledger account associated with the transaction, ensuring accurate financial reporting.
Account_Name String The name of the general ledger account linked to the transaction, providing clarity on its financial category.
Amount Double The total monetary amount involved in the transaction, including applicable taxes, discounts, and fees.
BillingAddress String The complete billing address specified for the transaction, used for invoicing and payment processing.
BillingAccount_InternalId String The internal identifier for the billing account linked to the transaction, ensuring proper financial tracking.
BillingAccount_Name String The name of the billing account associated with the transaction, identifying the responsible account.
CloseDate Datetime The date on which the transaction was officially closed or finalized, marking the completion of the process.
CreatedDate Datetime The date and time when the transaction record was created in NetSuite, useful for auditing and tracking purposes.
CreatedFrom_InternalId String The internal identifier of the source record from which this transaction was generated, such as a sales order converted into an invoice.
Currency_InternalId String The internal identifier for the currency used in the transaction, ensuring accurate conversion and reporting.
Currency_Name String The name of the currency applied to the transaction, such as 'US Dollar' or 'Euro,' defining its monetary context.
CustomForm_InternalId String The internal identifier for the custom form template used for this transaction, allowing personalized formatting and data entry.
CustomForm_Name String The name of the custom form template associated with the transaction, providing details on its structure.
DueDate Datetime The deadline for payment as specified in the transaction terms, indicating when the balance must be settled.
Email String The email address associated with the transaction, typically used for invoicing, receipts, or customer communication.
EndDate Datetime The date marking the conclusion of the transaction period, if applicable, such as for contracts or subscription-based transactions.
Entity_InternalId String The internal identifier of the customer, vendor, or other entity involved in the transaction, linking it to the relevant party.
Entity_Name String The name of the customer, vendor, or other entity associated with the transaction, helping users identify the involved party.
Entity_Type String The type of entity involved in the transaction, such as 'Customer,' 'Vendor,' 'Partner,' or 'Employee,' classifying its role.

The allowed values are account, accountingPeriod, appDefinition, appPackage, assemblyBuild, assemblyUnbuild, assemblyItem, billingAccount, billingSchedule, bin, binTransfer, binWorksheet, budget, budgetCategory, calendarEvent, campaign, campaignAudience, campaignCategory, campaignChannel, campaignFamily, campaignOffer, campaignResponse, campaignSearchEngine, campaignSubscription, campaignVertical, cashRefund, cashSale, check, charge, classification, contact, contactCategory, contactRole, costCategory, couponCode, creditMemo, crmCustomField, currency, currencyRate, customList, customRecord, customRecordCustomField, customRecordType, customTransaction, customTransactionType, customer, customerCategory, customerDeposit, customerMessage, customerPayment, customerRefund, customerStatus, deposit, depositApplication, department, descriptionItem, discountItem, downloadItem, employee, entityCustomField, entityGroup, estimate, expenseCategory, expenseReport, file, folder, giftCertificate, giftCertificateItem, globalAccountMapping, interCompanyJournalEntry, interCompanyTransferOrder, inventoryAdjustment, inventoryCostRevaluation, inventoryItem, inventoryNumber, inventoryTransfer, invoice, itemAccountMapping, itemCustomField, itemDemandPlan, itemFulfillment, itemGroup, itemNumberCustomField, itemOptionCustomField, itemSupplyPlan, itemRevision, issue, job, jobStatus, jobType, itemReceipt, journalEntry, kitItem, leadSource, location, lotNumberedInventoryItem, lotNumberedAssemblyItem, markupItem, message, manufacturingCostTemplate, manufacturingOperationTask, manufacturingRouting, nexus, nonInventoryPurchaseItem, nonInventoryResaleItem, nonInventorySaleItem, note, noteType, opportunity, otherChargePurchaseItem, otherChargeResaleItem, otherChargeSaleItem, otherCustomField, otherNameCategory, partner, partnerCategory, paycheckJournal, paymentItem, paymentMethod, payrollItem, phoneCall, priceLevel, pricingGroup, projectTask, promotionCode, purchaseOrder, purchaseRequisition, resourceAllocation, returnAuthorization, revRecSchedule, revRecTemplate, salesOrder, salesRole, salesTaxItem, serializedInventoryItem, serializedAssemblyItem, servicePurchaseItem, serviceResaleItem, serviceSaleItem, solution, siteCategory, state, statisticalJournalEntry, subsidiary, subtotalItem, supportCase, supportCaseIssue, supportCaseOrigin, supportCasePriority, supportCaseStatus, supportCaseType, task, taxAcct, taxGroup, taxType, term, timeBill, timeSheet, topic, transferOrder, transactionBodyCustomField, transactionColumnCustomField, unitsType, vendor, vendorCategory, vendorBill, vendorCredit, vendorPayment, vendorReturnAuthorization, winLossReason, workOrder, workOrderIssue, workOrderCompletion, workOrderClose.

ExchangeRate Double The exchange rate applied to the transaction when converting amounts between different currencies, ensuring accurate financial reporting.
ExpectedCloseDate Datetime The projected date by which the transaction is expected to be closed, useful for forecasting revenue or contract fulfillment.
ExternalId String A user-defined identifier for the transaction, typically used for integration with external systems or tracking custom transaction references.
Fob String The Free on Board (FOB) shipping terms for the transaction, specifying when ownership and responsibility for goods transfer.
IntercoTransaction_InternalId String The internal identifier for an intercompany transaction, ensuring proper financial reconciliation between business entities.
Job_InternalId Job The internal identifier for the job or project associated with the transaction, linking revenue or expenses to a specific project.
Job_Name Job The name of the job or project linked to the transaction, providing additional context for project-based accounting.
LastModifiedDate Datetime The date and time when the transaction record was last updated, helping track changes and modifications.
LeadSource_InternalId String The internal identifier for the lead source that generated the transaction, enabling sales tracking and attribution.
LeadSource_Name String The name of the lead source from which the transaction originated, such as 'Marketing Campaign' or 'Referral.'
LeadSource_Type String The type of lead source that contributed to the transaction, categorizing it for performance analysis.

The allowed values are account, accountingPeriod, appDefinition, appPackage, assemblyBuild, assemblyUnbuild, assemblyItem, billingAccount, billingSchedule, bin, binTransfer, binWorksheet, budget, budgetCategory, calendarEvent, campaign, campaignAudience, campaignCategory, campaignChannel, campaignFamily, campaignOffer, campaignResponse, campaignSearchEngine, campaignSubscription, campaignVertical, cashRefund, cashSale, check, charge, classification, contact, contactCategory, contactRole, costCategory, couponCode, creditMemo, crmCustomField, currency, currencyRate, customList, customRecord, customRecordCustomField, customRecordType, customTransaction, customTransactionType, customer, customerCategory, customerDeposit, customerMessage, customerPayment, customerRefund, customerStatus, deposit, depositApplication, department, descriptionItem, discountItem, downloadItem, employee, entityCustomField, entityGroup, estimate, expenseCategory, expenseReport, file, folder, giftCertificate, giftCertificateItem, globalAccountMapping, interCompanyJournalEntry, interCompanyTransferOrder, inventoryAdjustment, inventoryCostRevaluation, inventoryItem, inventoryNumber, inventoryTransfer, invoice, itemAccountMapping, itemCustomField, itemDemandPlan, itemFulfillment, itemGroup, itemNumberCustomField, itemOptionCustomField, itemSupplyPlan, itemRevision, issue, job, jobStatus, jobType, itemReceipt, journalEntry, kitItem, leadSource, location, lotNumberedInventoryItem, lotNumberedAssemblyItem, markupItem, message, manufacturingCostTemplate, manufacturingOperationTask, manufacturingRouting, nexus, nonInventoryPurchaseItem, nonInventoryResaleItem, nonInventorySaleItem, note, noteType, opportunity, otherChargePurchaseItem, otherChargeResaleItem, otherChargeSaleItem, otherCustomField, otherNameCategory, partner, partnerCategory, paycheckJournal, paymentItem, paymentMethod, payrollItem, phoneCall, priceLevel, pricingGroup, projectTask, promotionCode, purchaseOrder, purchaseRequisition, resourceAllocation, returnAuthorization, revRecSchedule, revRecTemplate, salesOrder, salesRole, salesTaxItem, serializedInventoryItem, serializedAssemblyItem, servicePurchaseItem, serviceResaleItem, serviceSaleItem, solution, siteCategory, state, statisticalJournalEntry, subsidiary, subtotalItem, supportCase, supportCaseIssue, supportCaseOrigin, supportCasePriority, supportCaseStatus, supportCaseType, task, taxAcct, taxGroup, taxType, term, timeBill, timeSheet, topic, transferOrder, transactionBodyCustomField, transactionColumnCustomField, unitsType, vendor, vendorCategory, vendorBill, vendorCredit, vendorPayment, vendorReturnAuthorization, winLossReason, workOrder, workOrderIssue, workOrderCompletion, workOrderClose.

Location_InternalId String The internal identifier for the business location where the transaction took place, useful for multi-location accounting.
Location_Name String The name of the business location linked to the transaction, providing clarity on where it was processed.
Memo String A free-form text field for notes or additional details related to the transaction, helping provide context or explanations.
Message String A communication note or customer-facing message associated with the transaction, often included in invoices or receipts.
Partner_InternalId String The internal identifier for the partner associated with the transaction, helping track partner-influenced deals.
Partner_Name String The name of the partner linked to the transaction, providing visibility into partnerships or joint deals.
PnRefNum String The payment reference number, typically used for credit card or electronic payment transactions, ensuring traceability.
Probability Double The probability percentage associated with closing a deal, useful for sales forecasting and pipeline management.
ProjectedAmount Double The estimated revenue amount expected from the transaction, often used for financial forecasting.
PromoCode_InternalId String The internal identifier for the promotional code applied to the transaction, tracking discounts and special offers.
PromoCode_Name String The name or label of the promotional code used, ensuring clear reference to marketing or sales campaigns.
SalesEffectiveDate Datetime The date on which the sales terms become effective, marking the start of conditions like discounts or payment deadlines.
SalesRep_InternalId String The internal identifier for the sales representative responsible for managing the transaction, tracking performance.
SalesRep_Name String The name of the sales representative handling the transaction, providing accountability and contact information.
Source String The origin of the transaction, such as 'Web Order,' 'Phone Order,' or 'Referral,' used to categorize sales channels.
StartDate Datetime The starting date for the transaction period, relevant for subscriptions or service agreements that span a set time.
Status String The current status of the transaction, indicating its progress, such as 'Open,' 'Closed,' or 'Pending Approval.'

The allowed values are _adp, _automatedMemorizedTransaction, _csv, _customerCenter, _ebay, _mobile, _offlineClient, _perquest, _qif, _quickbooks, _smbxml, _sync, _web, _webServices, _yahoo.

Terms_InternalId String The internal identifier for the payment terms applied to the transaction, ensuring accurate billing cycles.
Terms_Name String The name of the payment terms, such as 'Net 30' or 'Due on Receipt,' used to determine the payment schedule.
Title String The title or label assigned to the transaction record, providing an easy-to-understand reference for users.
TranDate Datetime The official date when the transaction was recorded in the system, marking its official entry into the financial records.
TranId String The unique document number or transaction ID assigned by NetSuite, used for referencing and processing the transaction.
TransactionNumber String A system-generated number uniquely identifying the transaction, often used for tracking and documentation.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
SavedSearchId String The internal identifier for the saved search, allowing the reuse of predefined search criteria to filter or view transaction data.

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Build 25.0.9434