NetSuite - Enabling Purchase Order Syncing

In NetSuite, you can choose whether or not Purchase Orders require receiving:

1. If you elect for Purchase Orders to require receiving, all Purchase Orders must be marked as received in NetSuite before the status changes to "Fully Billed" (therefore closing the Purchase Order in Teampay).

2. If you do not wish for Purchase Orders to require receiving, any fully paid Purchase Order will change status to "Fully Billed" in NetSuite (at this point, closing Purchase Order in Teampay).

NetSuite Instructions - Permissions for syncing POs to NetSuite, WITH AP enabled - receiving NOT required

Before using our AP solution and syncing those objects over to NetSuite, make sure you have the following permissions enabled:

1. Under "Permissions" > "Transactions" add the following permissions:
   1. Bills | Full
   2. Pay Bills | Full
   3. Make Journal Entry | Full
   4. Purchase Order | Full
2. Under "Permissions" > "Lists" add the following permissions:
   1. Vendors | Full
   2. Classes | View
   3. Departments | View
   4. Accounts | Full
   5. Locations | View
   6. Subsidiaries | View
3. Under "Setup" . "Enable Features" > "Transactions" > Basic Features Section, enable:
   1. Purchase Orders
4. Under “Setup” > "Accounting" > “Accounting Preferences" > Order Management Tab, enable:
   1. Allow expenses on purchases

Result of these settings, in terms of NetSuite status:

1. Purchase Order is created in Teampay, then synced to NetSuite
   1. Purchase Order status = "Pending Receipt"
2. A Bill is created on the Purchase Order (in Teampay or in NetSuite)
   1. Purchase Order status = "Open"
3. A Bill Payment is added to the Bill (in Teampay or in NetSuite)
   1. Purchase Order status = "Fully Billed", then automatically closed in Teampay

NetSuite Instructions - Permissions for syncing POs to NetSuite, WITH AP enabled - receiving required

Before using our AP solution and syncing those objects over to NetSuite, make sure you have the following permissions enabled:

1. Under "Permissions" > "Transactions" add the following permissions:
   1. Bills | Full
   2. Pay Bills | Full
   3. Make Journal Entry | Full
   4. Purchase Order | Full
2. Under "Permissions" > "Lists" add the following permissions:
   1. Vendors | Full
   2. Classes | View
   3. Departments | View
   4. Accounts | Full
   5. Locations | View
   6. Subsidiaries | View
3. Under "Setup" . "Enable Features" > "Transactions" > Basic Features Section, enable:
   1. Purchase Orders
4. Under "Setup" . "Enable Features" > "Transactions" > Shipping and Receiving Section, enable:
   1. Advanced Receiving
5. Under “Setup” > "Accounting" > “Accounting Preferences" > Order Management Tab, enable:
   1. Allow expenses on purchases
   2. Bill in advance of receipt

Result of these settings, in terms of NetSuite status:

1. Purchase Order is created in Teampay, then synced to NetSuite
   1. Purchase Order status = "Pending Receipt"
2. A Bill is created on the Purchase Order (in Teampay or in NetSuite)
   1. Purchase Order status = "Pending Receipt"
3. A Bill Payment is added to the Bill (in Teampay or in NetSuite)
   1. Purchase Order status = "Pending Receipt"
4. Mark PO as received in NetSuite
   1. Purchase Order status = "Fully Billed", then automatically closed in Teampay

NetSuite Instructions - Permissions for syncing POs to NetSuite - WITHOUT AP enabled

Before using POs and syncing those objects over to NetSuite, make sure you have the following permissions enabled:

1. Under "Permissions" > "Transactions" add the following permissions:
   1. Bills | Full
   2. Pay Bills | Full
   3. Make Journal Entry | Full
   4. Purchase Order | Full
   5. Item Receipt | Full
2. Under "Permissions" > "Lists" add the following permissions:
   1. Vendors | Full
   2. Classes | View
   3. Departments | View
   4. Accounts | Full
   5. Locations | View
   6. Subsidiaries | View
   7. Items | Full
3. Under "Setup" . "Enable Features" > "Transactions" > Basic Features Section, enable:
   1. Purchase Orders
4. Under “Setup” > "Accounting" > “Accounting Preferences" > Order Management Tab, enable:
   1. Allow expenses on purchases
   2. Bill in advance of receipt