Version: eXtendSanMar 1.0.8 and above
Audience: Administrator, User

Overview

NetSuite Vendor Bills can be automatically created from SanMar Invoices in two ways, eliminating manual data entry of line items and costs. You can either use a scripted button on the purchase order record or set up automatic vendor bill creation on a scheduled basis.

Configuration

eXtendSanMar offers two methods for automated vendor bill creation:

a) Using the SanMar Bill button directly on the purchase order record

b) Using a Scheduled Map/Reduce script with a configured saved search

Usage

Method 1: SanMar Bill Button

The SanMar Bill button appears directly on purchase order records and allows immediate vendor bill creation.


Requirements

  • Purchase order must be in one of these statuses:
    • 'Pending Bill'
    • 'Pending Receipt'
    • 'Pending Billing/Partially Received'

Note: For orders with more than three invoices, processing switches to a Map/Reduce script automatically. You'll receive an email notification when bills are generated.

Method 2: Scheduled Processing

  1. Create a copy of the saved search "eXtendSanMar Purchase Order For Vendor Bill[Bundle]" with your criteria. Note the saved search ID

  2. Configure the saved search ID in eXtendSanMar Setup (eXtendTech → eXtendSanMar → Setup) under Additional Settings
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  3. Schedule the "eXtendSanMar Create Bill Map/Reduce" script for automatic processing

Frequently Asked Questions (FAQs)

Q: What happens if there are more than 10 SanMar invoices for a single purchase order?
A: When using the Map/Reduce method, not all bills will be created if there are more than 10 invoices for a single purchase order.