NetSuite manual setup

Finish four setup tasks in the NetSuite UI after the installer runs. NetSuite has no way to deploy these, so you do them once by hand. The Connection wizard's post-install step creates everything else.

Run Run post-install setup in wizard step 4 before you start. It creates the settings record and the saved searches this page uses.

1. Point the settings record at your account

Your account's defaults live on one record, Continuous Revenue Settings. Post-install creates it for you. Choose most of these values in wizard step 4, under NetSuite account settings. You can also open the record in NetSuite and set each field there.

Field	What it does
Default Subsidiary	The subsidiary for records the sync creates.
Default Currency	The currency for records the sync creates.
Deferred Revenue Account	Synced items post income here. Recognition moves revenue out of it.
Revenue Account	Recognition posts revenue here.
Item Subsidiaries	A backup list of subsidiaries for new items. New items normally get every active subsidiary. This field isn't in the wizard.
Default Tax Schedule	Applied to items the sync creates.
Default Tax Item	Applied to customers the sync creates.
Refund Bank Account	Refund sync pays customer refunds from this account.
Refund Payment Method	Refund sync puts this payment method on customer refunds.
Default Revenue Rule	The rule for any item that doesn't have its own.
Auto-Recognize on Scheduled Run	Check it to post recognition during the nightly close. It only matters while the engine is on.
Disable Continuous Revenue Engine	Leave it unchecked to plan and post revenue. When checked, POBs still update, but NetSuite creates no revenue plans, schedules or journal entries.
Disable Native Sales Orders	Leave it unchecked to create a native Sales Order for each booking. When checked, bookings don't create one.

Salesforce has its own engine switch. If either side is off, the engine is off. See One engine, two switches.

Refund sync reads the two refund fields on this record first. If they're blank, it uses the refund parameters on the Continuous Control (RESTlet) script deployment. Save the refund fields in wizard step 4 so the record holds them.

The wizard checks your work. Wizard step 4 marks any setting still on its shipped default. Step 9 shows the same values.

2. Attach the custom sublists

Sublists show related records on a subtab, such as the POBs on a contract. The saved searches behind them come with the install. You attach each one once.

Open the saved search. On its Available Filters subtab, add Internal ID. The sublist picker only lists searches that have this filter.
Go to Customization → Forms → Sublists.
Add a row for the search, using the table below.
Repeat for each search.

Search	Attach to	Available filter
`customsearch_cc_pob_sublist`	RC Contract	The contract field
`customsearch_cc_order_lines_sublist`	RC Contract	The contract field
`customsearch_cc_rev_je_sublist`	RC Contract	The contract field
`customsearch_cc_rev_sched_sublist`	RC Contract	The contract field
`customsearch_cc_pob_je_sublist`	RC POB, Revenue Recognition tab	The POB column

The GL Impact tab needs no setup

Open any posted invoice, credit memo, journal entry, or customer payment. The GL Impact tab lists its general-ledger lines: account, debit, credit, memo, and period. The install sets this up for you.

Attached GL Impact by hand before? Go to Customization → Forms → Sublists and delete the row for customsearch_cc_gl_impact. That sublist can list every GL line in the account instead of the open transaction's lines.

The POB sublist search ships with the install like the others. Post-install re-creates it only if it's missing, so re-run post-install after an upgrade to be sure.

3. Set a preferred form on each RC record type

By default, every RC record shows NetSuite's Translation and Workflow subtabs. A preferred form hides them, so each record opens on its own subtabs. NetSuite can't deploy forms, so you set them up once.

Open any record of the type, such as an RC POB. Choose Customize → Customize Form.
Name the form after the record type, such as RC POBs. Give it an ID such as custform_cc_pob.
Leave Form is preferred checked.
On the Subtabs tab, clear Show on Translation and Workflow.
Save.

Repeat for all ten RC record types: Contract, Order, Order Line, POBs, Obligation Detail, Revenue Plan, Revenue Schedule, Billing Schedule Group, Billing Schedule and Billing Period.

On two forms, also put the subtabs in this order:

RC POB: RC Order Lines, Revenue Recognition, RC Obligation Details, Billing.
RC Contract: RC Orders, RC Order Lines, RC POBs, Financials, Revenue Recognition, Billing Schedule Groups, Sales Order.

4. Prepare items you already have

Items the sync creates are set up for you. If you already have items in NetSuite that you'll sell through Continuous Control, update each one by hand.

Set its income account to Deferred Revenue.
Make it available in the subsidiary that sells it.

Also make sure your tax setup finds a tax code for customers outside your home nexus. Customers the sync creates get the Default Tax Item, which covers most cases.