TAC Logo
Get Free Quote
TAC Logo
Get free quote

CASE STUDY

Bypassing NetSuite’s File Limits for Automated AR Delivery

Every Accounts Receivable cycle meant a full day of manual work: downloading a file from NetSuite, converting it, validating it in Excel, then uploading it to an SFTP server by hand. Running that transformation inside NetSuite wasn’t a real option either, since a MapReduce script would burn governance and tie up the queue, and NetSuite’s file size limits would still block larger extracts from being sent directly. TAC built a pipeline that automates the full process end to end while keeping the heavy lifting outside NetSuite entirely, removing both the manual work and the platform’s built-in limits.

Industry

Managed Service Provider (MSP), Software & Technology

Engagement

,

Company Size

Enterprise
3 Weeks

Requirements

Gathering

8 Weeks

Total Go-Live

✓

OneWorld

✓

Custom Development

Custom Developement·Data Export·Governance Optimization·Python Integration·SFTP Delivery

The Problem

The client’s Accounts Receivable (AR) reporting process was fully manual: each cycle, a staff member downloaded the file from NetSuite, converted it to txt format, validated it in Excel, and manually uploaded it to an SFTP server, a process that took roughly a full day each time.

This created a single point of failure, no audit trail, and growing risk as data volume increased. Automating it fully inside NetSuite wasn’t an option either: running the transformation as a MapReduce script would burn governance and tie up the script queue, and NetSuite’s outbound file size limits meant larger extracts couldn’t be sent directly from the platform regardless.
  • Fully manual, multi-step process (download, convert, validate, upload) taking about a full day per cycle
  • Entirely dependent on one staff member’s availability
  • No audit trail or visibility into success/failure of a run
  • In-platform automation (MapReduce) would consume governance and queue slots
  • NetSuite’s file size limits blocked direct delivery of larger extracts

    • The Solution

    The solution automated the pipeline end-to-end while deliberately keeping the heavy processing outside NetSuite, combining NetSuite scripting expertise with Python-based integration experience to design around the platform’s limitations rather than being blocked by them.

    NetSuite exposed a small set of purpose-built endpoints, RESTlets to trigger the saved search, handle internal file processing, and poll job status, plus a Suitelet to retrieve the finished file’s ID, while an external process handled data transformation, formatting, and SFTP delivery. This kept NetSuite’s script queue and governance free, and removed the file size ceiling since files were never assembled or sent from inside NetSuite.

    The pipeline runs on a schedule with logging at each stage, so failures are visible immediately rather than discovered downstream. Delivery took about 6 weeks total: 3 weeks of requirements gathering and 3 weeks of implementation.
  • Combined NetSuite integration expertise with Python experience to design around platform limits
  • RESTlets for triggering the search, file processing, and status polling
  • Suitelet for retrieving the finished file’s ID
  • Transformation and SFTP delivery handled externally, avoiding governance and queue contention
  • No NetSuite file size ceiling, since files are built and sent outside the platform
  • End-to-end logging for visibility into every run
  • Delivered in ~6 weeks (3 weeks requirements, 3 weeks implementation)

    • The Results

    The manual process, previously a full day of hands-on work per cycle, now runs automatically with no manual effort. The file is generated and delivered consistently every time, with logging giving immediate visibility into success or failure instead of only finding out after the fact.
  • Eliminated a ~1-day manual process entirely
  • Consistent, error-free output on every run
  • Immediate visibility into failures via logging
  • No longer dependent on one person’s availability
  • Removed governance/queue contention and file size constraints

    • Planning Something Similiar?

    No sales pitch. Just an honest look at what it takes to get this right.

    Talk with Our Team Now

    Understand Business Complexity

    Our combined experiences in diverse industries provide us with unique insights allowing our NetSuite Consultants to provide solutions to multifaceted problems.It has been our experience that often times people look for the easiest solution instead of facing the problems head-on. This creates manual workaround and loss of man hours that contribute to increased labor costs to resolve systematic problems.

    Request a demo

    Fill out the form below and our team will be in touch shortly.