o2c-discovery

Answer Orderful's O2C Discovery Questionnaire using read-only NetSuite SuiteQL queries.

6|6|Updated Apr 29, 2026
One-click install
npx skills add https://github.com/Orderful/orderful-netsuite-skills --skill o2c-discovery
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: o2c-discovery
Source: https://github.com/Orderful/orderful-netsuite-skills/tree/main/skills/o2c-discovery
Command: npx skills add https://github.com/Orderful/orderful-netsuite-skills --skill o2c-discovery

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill removes the guesswork and manual spreadsheet work of answering Orderful’s O2C Discovery Questionnaire by deriving as much as possible from the customer’s existing NetSuite configuration and activity.

Core Features & Use Cases

  • Automated questionnaire baselining: Runs a battery of read-only SuiteQL queries to populate answers across customer setup, item master, pricing, sales order, fulfillment, and invoicing sections.
  • Readiness scoring with interview flags: Explicitly labels questions that genuinely require stakeholder/process interviews so the contractor doesn’t get false confidence.
  • Auditable outputs: Produces a structured markdown findings file plus captured raw outputs (e.g., field lists) to support review and troubleshooting.

Quick Start

Use the o2c-discovery skill to answer the O2C discovery questionnaire for a NetSuite customer named by customer slug and generate a markdown findings file with any interview-only questions clearly marked.

Frequently Asked Questions about o2c-discovery

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate answering the O2C discovery questionnaire from NetSuite?

You can automate the O2C discovery questionnaire by running read-only SuiteQL queries against a NetSuite tenant to derive configuration-backed facts across setup, items, pricing, sales orders, fulfillment, and invoicing, outputting a structured markdown findings file.

What is questionnaire readiness scoring and how does it handle missing data?

Readiness scoring explicitly labels questions requiring stakeholder interviews as interview-only flags. It ensures contractors do not get false confidence by prohibiting the invention of missing data during the NetSuite onboarding discovery process.

Do I need specific NetSuite credentials to run discovery SuiteQL queries?

Yes, you must provide mandatory customer environment credentials obtained from a prior netsuite-setup step. These credentials are required to execute the read-only SuiteQL queries needed for onboarding discovery and configuration auditing.

Can I use this approach for a NetSuite tenant with no historical activity?

No, this approach requires the NetSuite tenant to have sufficient historical activity to accurately derive configuration-backed facts. Without historical data, the automated questionnaire baselining cannot populate answers reliably.

How does read-only auditing work for NetSuite onboarding discovery?

Read-only auditing uses SuiteQL runner and batched checks to safely extract NetSuite configuration data without modifying the tenant. It captures raw outputs like field lists to support review and troubleshooting of the discovery findings.

What is the best way to baseline EDI pricing and item master data in NetSuite?

The best way to baseline EDI pricing and item master data is to run automated SuiteQL batched checks during new customer onboarding. This extracts configuration-backed facts directly from the NetSuite tenant into an auditable markdown file.