Set Custom Segment Values on Transactions

A NetSuite admin user must create an Ordway Integration Role in order to set custom segment values on transactions.

Steps: 

1. In NetSuite, navigate to Customizations - List - Records & Fields - Custom Segment - Search.
   
   
2. Edit the desired Custom Segment.
   
3. Access the Permission tab and click Edit. 
4. Add Ordway Integration Role and set the values as Edit for both Record Access Level and Search/Reporting Access Level. 
   

Once these steps are complete, Custom Segment values can be set via the Ordway NetSuite Integration. 

Map Custom Segment Values in Ordway

Steps: 

1. Navigate to Menu > Setup > Integrations > NetSuite > Settings. 
2. Click Map and Sync Invoices.
   
3. Locate the custom segment on the Invoice Field Mapping tab and select the appropriate value from the available drop-down menu.
   
   
   
4. Save when finished.