Installing and Setting Up NSEB

Read the following articles to understand how to install and setup the NSEB:

Prerequisites for Using NSEB

Before installing the NSEB SuiteApp, you must complete the following steps:

  1. Make sure the following features are enabled in your account:

    • Client SuiteScript

    • Custom Records

    • Custom Transactions

    • OAuth 2.0

    • Rest Web Services

    • Server SuiteScript

    • SuiteCloud Development Framework

    • Token-based Authentication

    • Web Services

    To enable features, see Enabling Features.

  2. Make sure the Company Information page has a return email address.

    Important:

    If the Return Email Address field is blank, the system will encounter script errors when accessing Electronic Invoicing features.

    1. Go to Setup > Company > Company Information.

    2. In the Return Email Address field, enter a valid email address for the company.

    3. Click Save.

      Note:

      If you have a OneWorld account, you must set up the Return Email per subsidiary that uses the NSEB SuiteApp.

  3. Make sure the parent company and subsidiaries in the account are active.

Installing the NSEB SuiteApp

You can install the NSEB SuiteApp from the SuiteApp Marketplace in NetSuite. For more information about installing the SuiteApp, see Installing from the SuiteApp Marketplace.

The NSEB SuiteApp is a managed SuiteApp. After you install the SuiteApp, your accounts are automatically updated whenever an update to the SuiteApp is available. For more information about NSEB SuiteApp, see NetSuite Electronic Business Overview.

Assigning NSEB Roles

After installing the NSEB SuiteApp, you can assign the following Manager roles to users from your NetSuite account.

To assign the NSEB manager roles:

  1. Go to Lists > Employees > Employees.

  2. Click Edit next to the name of the employee for whom you want to provide role access.

  3. Click the Access subtab.

  4. Check the Give Access box.

  5. On the Roles subtab, assign the following roles to the employee as required:

    • Avalara Manager

    • OBN Manager

  6. Click Add.

  7. Check the Send New Access Notification Email box to let the users receive notification emails for the assigned roles.

  8. Click Save.

Related Topics:

General Notices