Use this process to add new drilldown fields to your NetSuite integration. It's recommended to have your NetSuite Administrator follow these steps.
Important: Drilldown fields must exist at the transaction level in NetSuite to appear in Cube. Fields stored only at the journal or document level will not appear in Cube drilldowns.
Step 1: Identify Your NetSuite Connection Type
Before updating your saved searches, determine which NetSuite connection type you're using.
Last Modified
If you're using a Last Modified connection, you'll see Last Modified in one or more Cube saved search names.
Update the following saved searches:
- Cube All Transactions
- Cube Last Modified
TimeBound
If you're using a TimeBound connection, you'll see TimeBound in at least one Cube saved search.
You may also have two types of TimeBound saved searches:
- Grouped searches
- Include Grouped in the saved search name.
- These searches do not support additional drilldown fields and do not need to be updated.
- Detailed searches
- Include All Transactions or TimeBound in the saved search name.
- These searches must be updated.
Depending on your configuration, saved searches may also be split by financial statement, such as:
- Cube BS – All Transactions
- Cube IS – All Transactions
- Cube BS – TimeBound
- Cube IS – TimeBound
Step 2: Add the Drilldown Fields
For each saved search that requires updating:
- Open the saved search and select Edit.
- Open the Results tab.
- Add the new field(s) at the bottom of the Results list.
- Optionally, enter a Custom Label for each field.
- Select OK to add the field.
- Select Save.
Repeat these steps for each applicable saved search.
Step 3: Reload Historical Transactions
You'll need to reload historical transactions so the new drilldown fields are available in existing data.
Export the Transaction Files
- Locate each Cube All Transactions saved search.
- Select Persist CSV.
- Wait for the export to finish, then download the file.
If you have multiple All Transactions saved searches, export each one.
Upload the Transaction Files to Cube
- In Cube, go to Integrations.
- Select your NetSuite integration.
- Open the Transactions tab.
- Upload the first file using Replace.
- Wait until you receive confirmation that the upload has completed.
If you have additional files:
- Return to the Transactions tab.
- Upload each remaining file using Append.
- The upload order does not matter, as long as:
- The first file uses Replace.
- All remaining files use Append.
Result
The new drilldown fields are available for future imports. If you reloaded historical transactions, the new fields will also be available when drilling into existing transaction data.