NetSuite ERP on Vortex IQ

Monitor NetSuite ERP performance signals, run automated checks, and prepare approved work through Vortex IQ.

Monitor NetSuite ERP performance signals, run automated checks, and prepare approved work through Vortex IQ.

Connect or manage this source · View setup guide · Create a workflow

27

performance signals

6

automated checks

0

prepared fixes

0

proven workflows

7

API operations

Overview

What you can achieve

Capabilities are grouped around merchant outcomes, not API terminology.

Run operations

Monitor orders, fulfilment, delivery and settlement.

Grow revenue

Improve discovery, conversion, campaigns and repeat purchase.

Control risk and change

Keep tracking, access and change under governed control.

Protect revenue

Find failures, leaks and risks before they cost sales.

From connection to verified outcome

The controlled sequence every capability follows. Nothing changes a connected system without the approval step.

1. Connect

   Authorise the source. Scopes are shown before access is granted.

2. Monitor

   Watch the signals against your own baselines, not universal defaults.

3. Detect

   Run checks and gather evidence specific to your store.

4. Recommend

   Explain what happened, why it matters and the proposed action.

5. Approve

   You review scope, risk and reversibility before anything changes.

6. Execute

   Apply through governed connector operations.

7. Verify

   Confirm the intended result and keep the receipt.

No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls.

Monitor (27)

Monitor performance

27 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system.

Run operations (19 signals)

Signal	Alert behaviour	What it tracks
AP Aging - 60+ Days	Alert band 10 / 30	Description pending editorial review; the signal is live.
AR Aging - 60+ Days	Alert band 5 / 15	Description pending editorial review; the signal is live.
AR Aging Buckets	Watch only	AR Aging Buckets, compared across items.
AR Balance (live, by Subsidiary)	Watch only	Description pending editorial review; the signal is live.
Accounting Period Close Past Deadline	Alert band 0 / 5	Alerts for Accounting Period Close Past Deadline.
Accounting Period Close Status	Alert band 0 / 5	Description pending editorial review; the signal is live.
Accrual Reversals (last close)	Merchant rule	Description pending editorial review; the signal is live.
Active Vendors	Watch only	Description pending editorial review; the signal is live.
Customers on Credit Hold (onCreditHold=ON or AUTO)	Merchant rule	Description pending editorial review; the signal is live.
Days Sales Outstanding (DSO)	Alert band 30 / 60	Description pending editorial review; the signal is live.
ERP-vs-Ecom Inventory Variance %	Alert band 1 / 5	Compares NetSuite location on-hand to a separate storefront’s availability; dormant for NetSuite-as-store merchants (no external storefront to compare
Ecom Customers Absent from NetSuite	Alert band 0 / 10	Buyers on a separate storefront with no NetSuite customer record; dormant for NetSuite-as-store merchants.
Inventory Item On-Hand Went Negative (any Location)	Merchant rule	Alerts for Inventory Item On-Hand Went Negative (any Location).
Items Below Reorder Point	Merchant rule	Description pending editorial review; the signal is live.
Manual Journal Entries as % of Total	Merchant rule	Description pending editorial review; the signal is live.
New Customers (30d)	Watch only	Description pending editorial review; the signal is live.
On-Hand Inventory Value (by Location)	Watch only	Description pending editorial review; the signal is live.
Transactions by Type	Watch only	CashSale/CustInvc/VendBill/JournalEntry split. CashSale spike = ecom integration scaling; JE spike = manual override creep.
Vendor Payment On-Time Rate	Merchant rule	Description pending editorial review; the signal is live.

Protect revenue (4 signals)

Signal	Alert behaviour	What it tracks
AR Aging on Customers with Active Ecom Orders	Alert band 1000 / 10000	Should auto-flag onCreditHold=ON via SuiteScript. Manual review needed when this fires.
Ecom Customers Absent from NetSuite Customer Record	Alert band 0 / 10	Ecom buyers without NetSuite Customer = Cash Sale / Invoice can’t post under correct entity; revenue recognition rules don’t apply.
Ecom Orders Missing Matching NetSuite Cash Sale / Invoice	Merchant rule	Ecom orders the merchant fulfilled but NetSuite never billed for. Common cause: SuiteScript order-import script failing silently.
SKUs with NetSuite-vs-Ecom Inventory Drift >5%	Alert band 1 / 5	Location-level NetSuite available vs ecom availability. Drives overselling on multi-channel SKUs.

Grow revenue (2 signals)

Signal	Alert behaviour	What it tracks
NetSuite Health Score	Merchant rule	Composite: integration-error-free x saved-search-fast x AR-aging-low x inventory-variance-low.
OneWorld Customers Missing Subsidiary	Merchant rule	OneWorld-account customer records without Subsidiary assignment break intercompany flows + revenue rule application.

Control risk and change (2 signals)

Signal	Alert behaviour	What it tracks
Open Transactions (Pending Approval / Error)	Alert band 0 / 50	Transactions in PENDING_APPROVAL or REJECTED status. Spike = SuiteScript integration error or approval-routing rule broken.
Transactions Failing to Save (SuiteScript errors)	Alert band 0 / 5	SuiteScript record-save failures block transactions. P1 because they often happen silently inside background scripts.

Audit (6)

Audit risks and opportunities

A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. Open a check for the detail.

Journal entries failed to post (debit != credit)

Severity critical · Outcome Protect revenue · Fix status Report only

An entry where debits and credits do not match cannot post to a correct ledger; if it exists at all, it means something upstream (an import, an integration, a manual entry) produced a genuinely broken transaction that accounting will have to find and fix by hand before the books balance.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: ERP-GL-002

AR aging on 60+ day buckets above threshold

Severity high · Outcome Run operations · Fix status Report only

More than 15% of receivables are sitting in the 60+ day bucket. The longer an invoice goes unpaid, the less likely it is ever collected in full, so this is not just a cash-flow timing issue, a growing 60+ day bucket is a leading indicator of bad debt building up.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: ERP-FIN-001

ERP-vs-ecom inventory variance > 5% on SKUs with active orders

Severity high · Outcome Protect revenue · Fix status Candidate remediation

Stock levels disagree between the ERP and the storefront by more than 5% on SKUs that currently have active orders. That gap risks selling inventory that is not really there (an oversell) or holding stock back that is actually available, on exactly the products customers are ordering right now.

A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

Reference: ERP-INV-001

Period close past deadline

Severity high · Outcome Run operations · Fix status Report only

The accounting period is more than 5 days past its close deadline and still open. Every day it stays open is another day transactions can still be edited or added to a period that reporting, tax filing and any lender or investor reporting expects to be final.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: ERP-CLOSE-001

Unposted journal entries >50 (GL hygiene)

Severity high · Outcome Run operations · Fix status Report only

More than 50 journal entries are sitting unposted. Every report pulled from the general ledger while this backlog exists, profitability, cash position, tax figures, is working from incomplete books, and the larger the backlog grows the harder it gets to reconcile at period close.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: ERP-GL-001

Ecom customers absent from ERP customer master after 7d

Severity medium · Outcome Run operations · Fix status Candidate remediation

Customers who ordered over a week ago still are not in the ERP’s customer master. Anything downstream that depends on that record, invoicing, tax reporting, credit terms, customer-level reporting, is working with an incomplete customer base until this syncs.

A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

Reference: ERP-CUST-001

Build your own automated fixes

Turn any finding into an automated fix with a Vortex IQ workflow: over 13,000 read and write operations across more than 200 connectors are available as building blocks, with approval, verification and rollback on every change.

Automate

Automate approved work

Vortex IQ is integrated with 5 read and 2 write operations across serviceauthoauth2tokens, servicequerysuiteqls, servicerecordaccounts, servicerecordcustomers, servicerecordinventoryitems, servicerecordtransactions on NetSuite ERP. Combine them with anything from the over 13,000 operations across more than 200 connectors to automate the work in your own words.

Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution.

Create a workflow

Ready to build your first NetSuite ERP workflow

Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build.

Browse the operations you can build with

Resource	Read operations	Write operations
serviceauthoauth2tokens	0	1
servicequerysuiteqls	0	1
servicerecordaccounts	1	0
servicerecordcustomers	1	0
servicerecordinventoryitems	1	0
servicerecordtransactions	1	0
servicerecordvendors	1	0

Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected.