ADITI KUMARI

Project Description:

Bank Integration with NetSuite

The objective of this project is to implement seamless integration between Citi Bank and NetSuite to streamline financial operations, enhance automation, and improve real-time data synchronization. This integration will enable businesses to efficiently manage banking transactions, automate payment processes, and reconcile accounts directly within the NetSuite environment.

Key Features and Deliverables:

1. Bank Data Synchronization :
Automated import of Citi Bank statements (via APIs or file-based methods) into NetSuite.
Real-time or scheduled updates to ensure up-to-date financial data.
2. Payment Processing:
Direct payment execution from NetSuite through SuiteScript0 Bank APIs.
Support for ACH, wire transfers, and other payment methods.
3. Reconciliation Automation:
Auto-matching of bank transactions with NetSuite ledger entries.
Highlighting of discrepancies for manual review.
4. Security and Compliance:
Secure data transmission using encryption and token-based authentication.
Compliance with industry standards such as PCI-DSS and GDPR.
5. User Interface Enhancements:
Custom dashboards in NetSuite for tracking Citi Bank account balances and transaction details.
Intuitive workflows for initiating payments and managing reconciliations.
6. Notifications and Alerts:
Real-time alerts for successful/failed transactions.
Scheduled reports on account activity and cash flow.

Benefits :
Increased operational efficiency by reducing manual entry and errors.
Improved financial visibility with real-time bank data integration.
Enhanced accuracy and speed in financial reporting and decision-making.

• Project : Employee Central and NetSuite Integration
• Objective: The integration aimed to seamlessly connect Employee Central (HRMS system) with NetSuite (ERP) to ensure synchronized and updated employee data across both platforms.
• Key Requirements:
• Data Synchronization: Automatically update NetSuite with master data about both active and inactive employees from Employee Central.
• Enhanced Data Accuracy: Ensure the consistency and accuracy of employee information between systems.
• Operational Efficiency: Streamline the data management process, reducing manual data entry and errors.
• Solution:
• Integration Platform: Utilized API to facilitate the integration between Employee Central and NetSuite.
• Custom Data Mapping: Designed custom data mappings and workflows to ensure all relevant employee data fields were accurately transferred and updated in real-time.
• Error Handling: Implemented robust error handling mechanisms to identify and address data discrepancies promptly. Created a Map/Reduce script in NetSuite to capture and store error details in a custom record when errors occur during the integration process.
• Notification System: Set up automated notifications to alert relevant personnel of any integration issues or required actions. Configured email notifications to be sent to administrators or designated personnel in case of integration errors.

• Project : Vendor Portal
• Requirement : Client has some vendors that don't have NetSuite access. For them, they needed some way to connect them with NetSuite without providing them access
• Solution : Created a web portal for them. Also, below mentioned Vendor Bill Advanced Approval Process was merged in this process as the bill created through the portal also needed to pass through the Approval Process. Implementation is as follows:
• Worked with clients to understand business needs to find the best solutions.
• Used HTML5, CSS, Bootstrap, Custom Records, Workflow, and Scripts.
• Used RESTlet Script for migration of data from web portal to NetSuite Records.
• Updated the old workflow as per the new requirements.
• NetSuite & SuiteScript0 were used as the main source of validations.
• Created a saved search to show list of bills created through Portal only.
• Project : Contract Profitability Report
• Requirement : Client needed a process where they can calculate their monthly revenue, expense, and profit automatically. Previously they used to export all data into an excel sheet and calculate and merge the required details in a new excel sheet which was completely manual and a very hectic process.
• Solution : Created a process where they just needed to click a button, “Calculate Contract Profitability”, and everything will be calculated, and a record will be created for each contract for the current month automatically.
• Worked with clients to understand business needs to find the best solutions.
• Created multiple Custom Records, Workflow, and Scripts to achieve the desired results.
• Created a Map-Reduce script for complex calculations based on data fetched from custom records, CSV files, and GL Accounts.
• Created Suitelet page with button to trigger Map Reduce script.
• A saved search will show all the details for a month with the Contract Profitability Amount.
• Project : Invoicing Process
• Requirement : Client uses a different system at their end. They needed to integrate that with NetSuite. Purchase Order needs to be sent from client's system to NetSuite via FTP Server. Dell Boomi was used as a mediator to pick CSV files from FTP Server and create POs in NetSuite. Then Vendor Bills and Invoices, Credit Memos, and Vendor Payments will be created on a certain event.
• Solution : We created a process where they just needed to put a CSV file in the FTP server, other things will be done automatically. Implementation is as follows:
• Worked with clients to understand business needs to find the best solutions.
• Created Workflow for Purchase Order Approval.  Workflow Action Scripts are used to create Item Receipt, Vendor Bill, Invoice.
• Once everything is approved, they will be transferred to Client's System, for that we used Workflows, Saved Searches. Dell Boomi is used as mediator tool.
• A saved search will show all details for a bill that belongs to this process.
• Project : Vendor Bill Advanced Approval Process
• Requirement : Client needed an Approval Process for Vendor Bills based on a complex Approval Matrix. The next approver for a certain bill was to be decided based on Approver Type, Bill Amount, Location, Department, and Region selected on the bill. All these criteria were set on the employee record based on the Approval Matrix.
• Solution :
• Worked clients to understand business needs to find the best solutions.
• Accomplished enhancements using Custom Records, Workflow, Scripts, and Saved Searches.
• Created a custom record with fields like Approver Type, Amount range, Region, Location, Department, etc. to set rules as per the approval matrix.
• Client Script, User Event Script, Suitelet, and Workflow Action Script are mainly used for implementing all validations, deciding the next approver, and sending emails on creation, approval, and rejection.
• Created an Approval Workflow approval matrix rules.
• Created dynamic saved searches to show pending approval bills.
• Project : Transaction Approval Process
• Requirement : Client needed an Approval Process for 7 Transactions i.e., Customer Invoice, Credit Memo, Customer Payments, Customer Deposit, Vendor Credit, Vendor Payments, and Vendor Prepayments. NetSuite provides native Approval Routing for some transactions but not for all.
• Solution : Created Custom Transactions for all mentioned transactions and replicated all the features (including APPLY feature) that NetSuite provides in a native transaction. Implementation is as follows:
• Accomplished enhancements using Custom Transactions and Records, Workflow, Scripts, and Saved Searches.
• Created a custom record where the client can choose the transaction and the list of roles that will act as the next approvers for the chosen transaction.
• Created Custom Transactions (Sales, Purchase, Basic types) along with all required fields.
• Client Script, User Event Script, Suitelet, and Workflow Action Script were used for implementing all validations, Apply subtab functionality, sending emails on creation, Approval, Rejection, and creating related native transactions.
• Created an Approval Workflow that will fetch the current transaction's next approver(s) from the custom record.
• Provided Saved Searches for pending approval transactions.
• Project: Order Management Automation
• Requirement : To streamline and automate the order management process by integrating Shopify (e-commerce platform) with NetSuite (ERP) using Celigo (iPaaS - Integration Platform as a Service). The goal is to enhance data accuracy, improve operational efficiency, and provide real-time visibility into order statuses.
• Solutions :
• Order Data Synchronization: Configured Celigo to sync order data from Shopify to NetSuite in real-time, ensuring accurate order creation.
• Inventory Management: Implemented bidirectional inventory sync between NetSuite and Shopify to maintain accurate stock levels.
• Order Fulfillment: Automated order fulfillment status updates in Shopify based on NetSuite changes.
• Financial Reconciliation: Synced payment and refund data from Shopify to NetSuite for accurate financial records.
• Error Handling and Monitoring: Set up error handling and monitoring in Celigo for issue resolution and performance tracking.
• User Training and Documentation: Provided comprehensive training and detailed documentation for users.
• Benefits :
• Enhanced data accuracy and reduced manual errors.
• Improved operational efficiency with automated processes.
• Real-time visibility into order statuses and inventory levels.
• Scalable integration to handle higher order volumes.

• NetSuite Customization and Development: Assist in the customization and development of NetSuite applications and workflows to meet business requirements This involves creating and modifying scripts, forms, fields, workflows, and reports within the Netsuite platform.
• Scripting and Automation: Develop scripts using SuiteScript (JavaScript-based scripting language) to automate business processes and enhance system functionality This includes writing and modifying scripts for client scripts, user event scripts, and scheduled scripts.
• Integration and Data Migration: Support the integration of NetSuite with other systems and applications This may involve developing and configuring integrations using SuiteTalk, RESTlet, or other integration methods Additionally, you may be responsible for data migration tasks, including data mapping, extraction, transformation, and loading.NetSuite Customization and Development: Assist in the customization and development of NetSuite applications and workflows to meet business requirements This involves creating and modifying scripts, forms, fields, workflows, and reports within the NetSuite platform Scripting and Automation: Develop scripts using SuiteScript (JavaScript-based scripting language) to automate business processes and enhance system functionality This includes writing and modifying scripts for client scripts, user event scripts, and scheduled scripts Integration and Data Migration: Support the integration of NetSuite with other systems and applications This may involve developing and configuring integrations using SuiteTalk, RESTlet, or other integration methods Additionally, you may be responsible for data migration tasks, including data mapping, extraction, transformation, and loading.

• Wrote clear, clean code for various projects.
• Analyzed source code to identify functionality issues.
• Tested new applications for usability and adherence to code plan.
• Worked with developers to identify and remove software bugs.
• Partnered with team members to learn best practices in software design.
• Coordinated deployments of new software, feature updates and fixes.
• Tested troubleshooting methods and documented resolutions for inclusion in knowledge base for support team use.