Preparing for Installation

Before installing and configuring the eXtendNS2NS bundle, here is a list that can help you prepare:

NS2NS as a Vendor

  1. The Token-based Authentication feature must be enabled in your NetSuite Account.
  2. You will need the Customer's NetSuite Account Number
    1. You will be authenticated through the Customer's Vendor Center role. Access to that role must be granted to you.
    2. The Vendor Center role should have the "Login using access tokens" permission added.

Form Configuration

The bundle add fields to the following records:
  1. Invoice
    The eXtendNS2NS subtab will be added on your default Invoice record forms.
  2. Customer
    The eXtendNS2NS subtab will be added on your default Customer record forms.

Saved Search Configuration

There is an Invoice Saved Search that will be installed with the bundle. It will be cloned for your use and so that you can add additional criteria. It is recommended that others not edit this saved search.

The saved search will be used to determining which invoices should be available to your customers.

Note: You can use the eXtendNS2NS Invoices[LIVE] {customsearch_extend_ns2ns_invoices_live} saved search and apply any additional filters as necessary. However, please ensure that you do not remove any columns specified in this search. If you are creating a separate saved search, make sure to include all of the columns specified in the original search.

If the Matrix Item feature is enabled in your NetSuite account, add Feed Name as column in your saved search to avoid sending the matrix parent name along with the matrix child name in the invoice response.

NS2NS as a Customer

Create Placeholder Items

To generate vendor bills based on invoice responses received from your vendors, you need to create placeholder items.
  1. Create placeholder items for line item, tax item, shipping item, and discount item.
  2. If there are any existing items which you can use, then you can use the existing items.

    Note    :
    If using a NetSuite OneWorld, multi-Subsidiary account, apply all subsidiaries on these placeholder items.

Installing the Bundle

After the bundle has provisioned for your account:
  1. Go to Customization → SuiteBundler → Search & Install Bundles.
  2. Search for either bundle name "eXtendNS2NS" or the bundle ID "371033".
  3. Select and install the eXtendNS2NS bundle within your NetSuite account.
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Next Steps

When Configuring NS2NS as a Vendor

  1. Generate Integration Tokens
  2. Configure Setup
  3. Update Customer's NetSuite IDs on Customer Records
  4. Authenticate Customers
  5. Sending Invoice to Customers M/R Configuration

When Configuring NS2NS as a Customer