Version: eXtendSanMar 1.0.8 and above
Audience: Administrator, User

Overview

Two methods are available for automatically creating NetSuite vendor bills from SanMar invoices, without the need to manually enter line item details and costs. The first method involves using a scripted button on the purchase order record. The second method involves creating vendor bills automatically on a scheduled basis.

Configuration Details

eXtendSanMar supports two methods for creating vendor bills automatically:
a) Using the SanMar Bill button on the purchase order record.
b) Using a Scheduled Map/Reduce script with a defined saved search containing the source data.

Using the SanMar Bill button

On a purchase order which was submitted to SanMar via eXtendSanMar, there will be a button labeled SanMar Bill which will allow you to create vendor bills in NetSuite based on SanMar's invoice information.


Note:
  • The SanMar Bill button will only be displayed when your purchase irder is in the following NetSuite Statuses:
    • 'Pending Bill'
    • 'Pending Receipt'
    • 'Pending Billing/Partially Received'
  • If the response from SanMar contains more than three invoices, the generation of vendor bills will be handled by a Map/Reduce script. Upon successful generation of the bills, you will be notified via email with the details of the generated bills.
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Using a Scheduled Map/Reduce Script

1. To prevent any custom criteria you may have from being overwritten during future bundle updates, make a copy of the saved search titled "eXtendSanMar Purchase Order For Vendor Bill[Bundle]" and save it with a different name, using your preferred criteria.

2. Make a note of the saved search's ID.


3. Go to the eXtendSanMar Setup page at eXtendTech → eXtendSanMar → Setup and add the saved search internal id from step 2 to the Vendor Bill Saved Search field on the Additional Settings subtab and click Submit.

Note: NetSuite Administrator permission may be required to access the setup page depending on your configuration.


4. Schedule the Map/Reduce script for automatic processing. Find and open the "eXtendSanMar Create Bill Map/Reduce" Map/Reduce script and schedule it per your desired schedule.

Note: a role with SuiteScript permissions is required to access the scripts and script deployment pages.

Note: If there are more than 10 SanMar invoices for a single purchase order, not all bills will created if you are using the Map-Reduce method.