Version: eXtendPS-DE 1.2.9 and above
Audience: Administrator

Use Case

  • Create NetSuite vendor bills from PromoStandards Invoice 0.0.1 and Invoice 1.0.0 responses.

Overview

With eXtendPS-DE, you can create NetSuite vendor bills based on the PromoStandards invoice service response from your vendor. This feature is accessible when using eXtendPS-DE and if your vendor supports the PromoStandards Invoice service. eXtendPS-DE facilitates the generation of vendor bills by transforming an existing purchase order or by creating independent vendor bills.

Configuration

Add "eXtendPS-DE Create Bill" Button to Purchase Orders

The "eXtendPS-DE Create Bill From Invoice[B]" workflow is included in eXtendPS-DE and will add the "eXtendPS-DE Create Bill" button on a purchase order record.
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Note: We recommend that you create a copy of the "eXtendPS-DE Create Bill From Invoice[B]" workflow. You can then add any other criteria for when this button should appear on your purchase order. The button's name or label can also be modified.

Add Create Bill Button to eXtendPS-DE Invoice Response

The "eXtendPS-DE Invoice Res To Bill [B]" workflow is included in eXtendPS-DE and will add the "Create Bill" button on an eXtendPS-DE Invoice Response record.
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Note: We recommend that you create a copy of the "eXtendPS-DE Invoice Res To Bill [B]" workflow. You can then add any other criteria for when this button should appear on your eXtendPS-DE Invoice Response. The button's name or label can also be modified.

Scheduled Vendor Bill Generation

The "eXtendPS-DE Bill From Invoice Respons[B]" scheduled workflow is included in eXtendPS-DE and can be executed on scheduled basis to create vendor bill records from the eXtendPS-DE Invoice Response custom record.

Note: We recommend you create a copy of this workflow and add any other criteria as per your requirements.

See Vendor Bill Creation from PromoStandards Invoice Response in eXtendPS-DE for more information on using the functions above.