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NetSuite: Create and Manage Scenarios

By Kenna Colton | Updated

Requirements

Before you can create scenarios, you must create your mappings first.

Note: You do not have to fully fill out or complete your mappings before creating a scenario.

Creating Scenarios

  1. Log in to M-Bridge.
  2. Navigate to NetSuite > Settings.NSSettingsMockup.png 
  3. Select the Add Scenario button. The Create a new Scenario page displays.AddScenario.png 
  4. Select the Type of Scenario you want to create from the drop-down list.CreateScenario.png
  5. After selecting the Scenario Type, the following information sections and their fields for the scenario appear:
  • Name — Name your scenario. Mavenlink recommends a name that is memorable and related directly to the mapping you create.
  • Schedule — The schedule for a scenario controls its automatic sync frequency. Scenarios can be synced manually even when a scenario is set. This does not affect the set schedule.
  • (Configuration) Options — Required fields are marked with an asterisk (*). The list is typable and will filter based on what you type.
  • Required Mappings — In this section, you can choose which table from each Mapping Set this scenario will use. You can view the relevant scenarios and their mapping tables within the NetSuite: Create Mappings article.
  • Additional Fields — In this section, you can add additional field pairs to the scenario.
Tip: If your desired scenario is not available in the list please contact your CSM. Your Technical Consultant can guide you through this step.
  1. Enter the desired information into the fields, and select Save Scenario.SaveScenario.png The scenario is created and appears on the NetSuite Scenarios page. 

 

Editing Scenario Mappings

  1. Log in to M-Bridge.
  2. Navigate to NetSuite > Settings. The NetSuite Scenarios page appears. NSSettingsMockup.png 
  3. Find the row of the Scenario you would like to edit.
  4. On the right end of the row, click the drop-down arrow next to the Sync button and select Edit. The Edit Scenario page appears. DropdownEditScenario.gif
  5. Scroll down to the Required Mappings section, and choose the updated mappings related to the desired NetSuite environment.
  6. Click Save Scenario. The information for this scenario updates.SaveScenario.png 

Managing Scenarios

  1. Log in to M-Bridge.
  2. Navigate to NetSuite > Settings. The NetSuite Scenarios page appears.NSSettingsMockup.png 
  3. Find the row of the Scenario you would like to manage.
  4. On the right end of the row, click the drop-down arrow next to the Sync button. The following is a list of scenario actions and their descriptions that you can complete specific to that scenario:
  • Sync — Provides an immediate, one-time sync of the scenario.
  • Disable — Stops any active events and prevents the syncing of any data via the scenario. The Scenario Status will change from Active to Disabled to reflect this action.
  • Edit — Takes you to the Edit Scenario page where you can adjust mappings and configuration details.
  • Clear Memory — Removes potential events or data that would be picked up between the last run and the next sync of the scenario.
  • Remove — Deletes and removes the scenario. This action can't be undone.

scenario_menu.png

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