Version: eXtendPS-DE 1.5.0 and above
Audience: Administrator, User

Overview

To use eXtendPS-DE with your PromoStandards vendors, you'll need their provided user ID and password to access their services. These credentials allow you to connect to their PromoStandards service endpoints.

eXtendPS-DE includes NetSuite custom fields on vendor records where you can store these credentials and endpoint information.

As of eXtendPS-DE 1.5.0, the supported PromoStandards services are:

  • Live Inventory 1.2.1, 2.0.0
  • Order Status 1.0.0, 2.0.0
  • Order Shipment Notification 1.0.0, 2.0.0
  • Product Data 1.0.0, 2.0.0
  • Product Pricing and Configuration 1.0.0
  • Media Content 1.1.0
  • Purchase Order 1.0.0
  • Invoice Service 0.0.1, 1.0.0
The sections below explain how to configure your NetSuite vendor record with PromoStandards service information.

Configuration

NetSuite Vendor Configuration

Before using PromoStandards with a vendor, you must first set them up as a native vendor record in NetSuite.

Creating and Updating the PromoStandards Suppliers List

The "eXtendPS-DE Supplier" custom record in eXtendPS-DE is generated from supplier information and endpoints from the PromoStandards.org endpoint list.

To create or update this list, follow these steps to run the Update PromoStandards Suppliers List job:
  1. Go to eXtendTech → eXtendPS-DE → Job Runner.
  2. Select Update PromoStandards Suppliers List.

  3. Click Submit.
When executed, this job runner updates eXtendPS-DE Supplier custom records with data from PromoStandards, including all PromoStandards suppliers and their live endpoint URLs.

Example eXtendPS-DE Supplier custom record:
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eXtendPS-DE Supplier Custom Record Notes

  • Contact information in the custom record is not pulled from the PromoStandards website, but you can add these details manually for reference.
  • If a vendor is listed on the PromoStandards website without any live endpoint URLs, no eXtendPS-DE Supplier custom record will be created for that vendor.

Adding PromoStandards Endpoints to a Vendor Record

Once a eXtendPS-DE Supplier record is present, you'll configure the vendor record in NetSuite.

  1. Navigate to the NetSuite vendor record for the supplier who provided your PromoStandards credentials.
  2. The supplier will provide you with service endpoints and credentials based on which PromoStandards services they offer.
  3. Enter the PromoStandards credentials in the eXtendPS-DE Vendor Id and eXtendPS-DE Vendor Secret fields. These fields are located on the eXtendPS-DE or PromoStandards subtab by default.

    Note: The eXtendPS-DE Vendor Secret will be automatically encrypted upon saving the vendor record. See Why does the Password Change after I Save the Vendor Record? for more information.

    If your vendor provides multiple sets of credentials for use with different PromoStandards endpoints, you'll configure service-based credentials. See eXtendPS-DE: Service-Based Credentials Configuration Guide to learn more about this configuration.
  4. Select the associated PromoStandards vendor name in the eXtendPS-DE Vendor field. After selecting the eXtendPS-DE Vendor, the associated endpoints will populate on your vendor record from the eXtendPS-DE Supplier record.

    Note: the eXtendPS-DE Vendor may not have the same name as your vendor record in NetSuite since the eXtendPS-DE Vendor name is from their listing on PromoStandards.


    If the endpoints provided by your vendor are different from the auto-populated values, you can edit them manually. By default, all the endpoints for the selected PromoStandards supplier will be populated as provided by the PromoStandards.org website.

    Note: some vendors whitelist access to particular services, and you may need to reach out or sign agreements with the vendor prior to access to a populated endpoint.
  5. For some vendors, the endpoints they host may require namespace information. You can add or remove namespaces using a configuration checkbox on the vendor record and associated endpoint.
    In general, eXtendPS-DE attempts to send XML requests with a lighter request body, meaning without the namespace attribute. However, some SOAP providers or supplier endpoints only accept XML requests that include the complete namespace attribute.
  6. If you want to change the localization country code or language code, you can do so by specifying it in the PROMO LOCALIZATION COUNTRY and PROMO LANGUAGE CODE fields. By default, these values will be set as “US” and “en”, respectively.

    Note: These values are case-sensitive. So if your vendor is using these values in lowercase then you will have to specify the values in lowercase as well.

Batch Updating Vendor Endpoints

For first-time setup of vendors with PromoStandards endpoints, or for ongoing vendor matching, you can use a batch update process to automatically populate the endpoints from PromoStandards.org.

To update eXtendPS-DE endpoints:

  1. Create a saved search for the vendors to target. By default, the eXtendPromoStandards - Vendor Search for PromoStandards Endpoint [BUNDLE] will be used.
  2. Go to the eXtendPromoStandards Vendor Endpoints Map/Reduce script.

  3. Open its associated script deployment: eXtendPromoStandards Vendor Endpoints (DO NOT SCHEDULE).
  4. Under the Parameters subtab, specify these fields:

    1. EXTENDPROMOSTANDARDS VENDOR ENDPOINT SAVE SEARCH: Internal ID of the saved search created in step 1. If left empty, the eXtendPS-DE - Vendor Search for PromoStandards Endpoint [BUNDLE] will be used by default.
    2. EXTENDPROMOSTANDARDS VENDOR MATCH FIELD ID: Field ID from the vendor records to match against the PromoStandards suppliers list (e.g., {entityid} for the vendor name).
    3. EXTENDPROMOSTANDARDS VENDOR SUPPLIER MATCH PASS PERCENTAGE: Matching tolerance limit between the vendor match field value and the PromoStandards vendor name from PromoStandards.
  5. Then follow these steps to update vendors with PromoStandards endpoints:
  6. Go to eXtendTech → eXtendPS-DE → PromoStandards Job Runner.

  7. Select Update PromoStandards Suppliers List.
  8. Click Submit.
  9. The PromoStandards Suppliers List will update with data from the PromoStandards website.
  10. Once the job completes, return to eXtendTech → eXtendPS-DE → PromoStandards Job Runner.
  11. Select the Update PromoStandards Api Endpoints option.
  12. Click Submit.
  13. The system will search for matches between your NetSuite vendors and the PromoStandards supplier list. Matching supplier names will populate in the PROMO VENDOR field on each vendor record.
  14. When the PROMO VENDOR field is populated, the corresponding PromoStandards Endpoints will automatically populate on the vendor record.

Note: Endpoints will be populated with values published on the PromoStandards website.

  1. Review the matches between NetSuite vendor records and their corresponding PromoStandards suppliers. You can manually adjust the PromoStandards supplier if the data is outdated or if your vendor has provided more current information than what's listed on the PromoStandards website.
  2. Navigate to your PromoStandards vendors and enter their provided credentials.

Note: The Update PromoStandards Api Endpoints batch process uses fuzzy search to match PromoStandards supplier names with your NetSuite vendors. We recommend manually reviewing all matches to ensure complete accuracy.