1. Country-Specific Features
  2. Region-Specific SuiteApps
  3. North America Electronic Invoicing
  4. Setting Up North America Electronic Invoicing
  5. Setting Up a Vendor Record

Setting Up a Vendor Record

You must set up a vendor record to enable NetSuite to capture inbound e-document XML files and covert them to NetSuite transaction records.

To set up a vendor record:

  1. Go to Lists > Relationships > Vendors.

  2. Click Edit next to the vendor you want to set up.

  3. On the vendor record, select the E-Document subtab.

  4. From the E-Document Package list, select North America E-Document Package.

  5. On the vendor record, select the Financial subtab.

  6. From the Default Expense Account list, select an account.

    Note:

    To convert inbound e-documents to vendor bills or vendor credits, you must set a default expense account.

  7. On the vendor record, select the North America Electronic Invoicing subtab.

  8. From the North America Identification Type list, select one of the following identification types:

    • Data Universal Numbering System (DUNS)

    • Employee Identification Number (EIN)

    • Global Location Number (GLN)

    • Legal Entity Identifier (LEI)

    • Social Security Number (SSN)

  9. In the North America Identification Number field, enter the identification number based on the identification type you select from the North America Identification Type list.

  10. Click Save.

General Notices