Version: eXtendPS-DE 1.4.64 and above
Audience: Administrator

Overview

eXtendPromoStandards Distribution Edition (eXtendPS-DE) allows you to configure the PromoStandards Purchase Order service in NetSuite. This integration enables you to:

  • Place blank purchase orders to vendors with purchase order service endpoints
  • Map shipping methods between NetSuite and your vendors
  • Configure field mappings for sending order details
Additional configuration and custom scripting is required for configured purchase order placement. Contact eXtendTech Support for assistance.

Prerequisites

Purchase Order Filter Search

Create a saved search to filter which purchase orders are available for purchase order placement:

  • Use the provided bundle search eXtendPS-DE Place PO Saved Search[B] {customsearch_extend_ps_de_place_po_ss} as a template, and save a new version of it.
  • Add any additional filters needed for your business requirements.

Configuration

1. Access the Setup Page

Navigate to eXtendTech → eXtendPS-DE → Purchase Order Setup.
If you don't see this menu option, follow these steps to create it:
  1. Go to Customization → Scripting → Scripts.
  2. Find the script named eXtendPS-DE Suitelet.
  3. Create a new deployment with these settings:
    • Name: eXtendPS-DE Purchase Order Setup
    • ID: _extend_psde_po_setup (will save as customdeploy_extend_psde_po_setup)

    • Audience: Administrator (default), or specific roles or employees
    • Status: Released
    • Log Level: Audit or Error
    • Execute as role: Administrator
  4. Set the script parameter eXtendPS-DE to promo_po_setup.
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  5. Configure the menu location:
    • Center: Classic Center
    • Section: eXtendTech
    • Category: eXtendPS-DE
    • Label: Purchase Order Setup
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2. General Configuration

Configure these basic settings:
  • Purchase Order Filter Search: Enter your saved search ID from the Prerequisites section.
  • Show Place PO Button: Enable to display the "Place PO" button on purchase order records. Note that this controls the scripted button that's added by eXtendPS-DE. If a workflow is being used to show the button, the workflow would need to be modified as well. eXtendPS-DE Place PO[B] is the base workflow included in eXtendPS-DE.
  • Place PO Button Label: Customize the button text.
  • Additional Columns: Used for scripted hooks - do not modify without first consulting eXtendTech Support.

3. Vendor Ship Method Mapping

To setup vendor ship method mappings:
  1. Go to the eXtendPS-DE Purchase Order setup page and select Vendor Ship Method Mapping List.
  2. Click New eXtendPS-DE Vendor Ship Method Mapping to create a mapping record with these fields:
    • Vendor: Select the vendor for the mapping.
    • NS Ship Method: Choose the NetSuite shipping method.
    • Vendor Ship Method: Enter the vendor's corresponding shipping method.
    • Vendor Ship Carrier: Specify the vendor's carrier service.
Note: Users can add ship methods directly from the vendor record using the Vendor Ship Method Mapping subrecord list present under eXtendPS-DE subtab - 


4. Field Mappings

Configure field mappings to ensure order data is properly transmitted to the Purchase Order service.

Order Body Fields

Map these essential order fields:
  • Order Number: Transaction field providing the order number. Typically uses tranid.
  • Order Date: Transaction field providing the order date. Typically uses trandate.
  • Order Type: Transaction field providing the order type. Uses bundle field eXtendPS-DE Order Type {custbody_extend_promo_order_type}.
  • Rush: Transaction field indicating rush orders. Uses bundle field eXtendPS-DE Rush {custbody_extend_promo_is_rush}.
  • Last Modified: Transaction field providing the last modified date. Typically uses lastmodifieddate.
  • Payment Terms: Transaction field providing payment terms. Typically uses terms.
  • Terms & Conditions: Transaction field providing terms and conditions. Uses bundle field eXtendPS-DE Terms & Conditions {custbody_extend_promo_terms_n_conditio}.
  • Sales Channel: Transaction field providing the sales channel. Uses bundle field eXtendPS-DE Sales Channel {custbody_extend_promo_sales_channel}.
  • Promo Code: Transaction field providing the promo code. Uses bundle field eXtendPS-DE Promo Code {custbody_extend_promo_code}.
  • Total Amount: Transaction field providing the total amount. Typically uses amount.
  • Third Party Account Name: Transaction field providing third party account name. Uses bundle field eXtendPS-DE Third Party Account Name {custbody_extend_promo_thirdparty_ac_na}.
  • Third Party Account Number: Transaction field providing third party account number. Uses bundle field eXtendPS-DE Third Party Account Number {custbody_extend_promo_thirdparty_ac_nu}.
  • Third Party Contact Details: Transaction field providing third party contact details.
  • Ship References: Transaction field providing ship references. Uses bundle field eXtendPS-DE Ship References {custbody_extend_promo_ship_references}.
  • Packaging List Required: Transaction field indicating if packaging list is required. Uses bundle field eXtendPS-DE Packaging List Required {custbody_extend_promo_packaging_list_r}.
  • Blind Ship: Transaction field indicating blind shipments. Uses bundle field eXtendPS-DE Blind Ship {custbody_extend_promo_blind_ship}.
  • Allow Consolidation: Transaction field indicating if consolidation is allowed. Uses bundle field eXtendPS-DE Allow Consolidation {custbody_extend_promo_allow_consolidat}.
  • Shipment Comments: Transaction field providing shipment comments. Uses bundle field eXtendPS-DE Shipment Comments {custbody_extend_promo_shipment_comment}.
  • Shipment ID: Transaction field providing the shipment ID.

Order Line Item Fields

Configure these line level fields:
  • Line Number: Transaction column field providing the line number. Typically uses linesequencenumber.
  • Line Type: Transaction column field providing the line type. Uses bundle field eXtendPS-DE Line Type {custcol_extend_promo_line_type}.
  • Item: Transaction line or item field providing the item. Typically uses item.
  • Description: Transaction line or item field providing item description. Typically uses memo.
  • Tolerance Type: Transaction line or body field providing tolerance type. Uses bundle field eXtendPS-DE Tolerance Type {custcol_extend_promo_tolerance_type}.
  • Tolerance Value: Transaction line or body field providing tolerance value. Uses bundle field eXtendPS-DE Tolerance Value {custcol_extend_promo_tolerance_value}.
  • Tolerance UOM: Transaction line or body field providing tolerance UOM. Uses bundle field eXtendPS-DE Tolerance UOM {custcol_extend_promo_tolerance_uom}.
  • Allow Partial Shipments: Transaction line or body field providing partial shipments allowance.
  • Requested Ship Date: Transaction line or body field providing requested ship date.
  • Requested In Hands Date: Transaction line or body field providing requested in hands date.
  • Customer Supplied: Transaction line or body field providing customer supplied value.

Order Part Item Fields

Set up these part-specific fields:
  • Item Part Name: Transaction line or item field providing item part name. Common fields include item.custitem_extend_promo_product_part_id and item.vendorname.
  • Description: Transaction line or item field providing item description. Typically uses memo.
  • Unit Price: Transaction line or item field providing unit price. Typically uses rate.
  • Extended Price: Transaction line or item field providing extended price. Typically uses amount.

Additional Configuration

After completing the setup and creating ship method mappings, you can place blank purchase orders to vendors. For configured or decorated purchase orders, contact eXtendTech Support to discuss implementation of the required custom scripting.