netsuite-ai-connector-instructions

PRIORITY 1 → ns_listAllReports  →  ns_runReport
PRIORITY 2 → ns_listSavedSearches  →  ns_runSavedSearch
PRIORITY 3 → ns_getRecordTypeMetadata  →  ns_getRecord / ns_createRecord / ns_updateRecord
PRIORITY 4 → ns_getSuiteQLMetadata  →  ns_runCustomSuiteQL   ← LAST RESORT

Can a standard report answer this?
  YES → ns_listAllReports → ns_runReport → STOP
  NO  ↓
Is there a saved search for this?
  YES → ns_listSavedSearches → ns_runSavedSearch → STOP
  NO  ↓
Is this a record lookup, create, or update?
  YES → ns_getRecordTypeMetadata → ns_getRecord / ns_createRecord / ns_updateRecord → STOP
  NO  ↓
Has user confirmed a custom SuiteQL query is acceptable?
  YES → ns_getSuiteQLMetadata → ns_runCustomSuiteQL (ROWNUM required)
  NO  → Ask: "I can't find a standard report or saved search for this.
               Would you like me to try a custom SuiteQL query?"

Transactions
├── Sales:      Opportunity → Quote → Sales Order → Invoice → Payment
├── Purchasing: PO → Item Receipt → Vendor Bill → Bill Payment
├── Finance:    Journal Entry, Bank Deposit, Bank Transfer, Expense Report
└── Inventory:  Transfer Order, Inventory Adjustment, Work Order

Entities
├── Customer / Prospect / Lead  →  recordtype: custjob
├── Vendor                      →  recordtype: vendor
├── Employee                    →  recordtype: employee
└── Contact                     →  recordtype: contact

SELECT
  s.name                          AS subsidiary,
  s.currency                      AS currency,
  NVL(SUM(tl.amount), 0)          AS base_amount,
  NVL(SUM(tl.foreignamount), 0)   AS foreign_amount
FROM transactionline tl
JOIN transaction t ON t.id = tl.transaction
JOIN subsidiary  s ON s.id = t.subsidiary
WHERE t.recordtype     = '[type]'
  AND t.posting        = 'T'
  AND t.approvalstatus = 2
  AND t.trandate >= TO_DATE('[start]', 'MM/DD/YYYY')
  AND t.trandate <= TO_DATE('[end]',   'MM/DD/YYYY')
  AND ROWNUM <= 1000
GROUP BY s.name, s.currency
ORDER BY base_amount DESC

□ Standard reports cannot provide this data — confirmed
□ Saved searches cannot provide this data — confirmed
□ User has confirmed a custom SuiteQL query is acceptable
□ ns_getSuiteQLMetadata called for every table in the query
□ All JOINs verified against metadata
□ ROWNUM <= 1000 in WHERE clause
□ NVL() on all nullable amount/text fields
□ posting = 'T' where GL accuracy required
□ approvalstatus = 2 where approved-only data required
□ Dates use TO_DATE('MM/DD/YYYY') format
□ No WITH/CTE — use inline subqueries
□ No OFFSET/FETCH — use ROWNUM pagination
□ No SELECT * — specify columns explicitly

SELECT
  t.id,
  t.tranid,
  t.trandate,
  t.recordtype,
  NVL(e.companyname, 'Unknown') AS entity_name,
  NVL(t.amount, 0)              AS amount,
  NVL(t.foreignamount, 0)       AS foreign_amount,
  NVL(t.memo, 'No memo')        AS memo
FROM transaction t
LEFT JOIN customer e ON e.id = t.entity
WHERE t.recordtype     = '[type]'
  AND t.posting        = 'T'
  AND t.approvalstatus = 2
  AND t.trandate >= TO_DATE('[start]', 'MM/DD/YYYY')
  AND t.trandate <= TO_DATE('[end]',   'MM/DD/YYYY')
  AND ROWNUM <= 1000
ORDER BY t.trandate DESC

TOOLS:    1→Reports  2→SavedSearches  3→Records  4→SuiteQL(confirm first)
NUMBERS:  $2.1M  |  $342.5K  |  12.3%  |  full in tables
LINKS:    hyperlink every transaction + entity  |  color #36677D
ARTIFACT: 3+ metrics OR 10+ rows OR dashboard/report/compare request
REDWOOD:  #003764 headers  #D64700 alerts  #3D7A41 positive  #B95C00 warning
CREATES:  always externalId=UUIDv4  |  never auto-retry on failure
SUITEQL:  user must confirm  |  ROWNUM<=1000  |  NVL all amounts