Steps to Perform by NetSuite Customers (Buyer)
To procure items from non-curated trading partner, you must install the required SuiteApps, activate the required roles, and enable the required features. The following information provides a summary of the steps that you must perform. For detailed instructions on the setup requirements, see Prerequisites for the SuiteProcurement SuiteApp.
After completing the prerequisites, you can proceed to Installing the SuiteProcurement SuiteApp, Setting Up SuiteProcurement Preferences, and Working with SuiteProcurement
Registration and Setup
You must ensure you have a NetSuite account and access to the OBN. You must also complete the prerequisites before you start using the SuiteProcurement SuiteApp for procurement.
To do so, see the following help topics:
Adding Trading Partners
Request punch-out access from your trading partners and add them to your OBN account. For more information, see Adding Trading Partner Punch-outs.
Activating Transactions
Activate the transactions (documents) you want to exchange with trading partners. For more information, see Activating Transactions for SuiteProcurement Purchases.
Installing the SuiteProcurement SuiteApp and setting up preferences
Install the SuiteProcurement SuiteApp and set up the preferences. For more information, see Installing the SuiteProcurement SuiteApp and Setting Up SuiteProcurement Preferences.
Punching Out
Browse the trading partner's online catalog, select items for purchase, and add them to a purchase requisition. For more information, see Purchasing Items from Trading Partner Stores.
Submitting Purchase Requests
Submit the purchase requisition for approval and ensure the purchase request is sent to the trading partner after approval.
For more information, see the following help topics:
Receiving and Verifying Documents
Receive documents (PO Acknowledgment, Ship Notice, Invoice) from the trading partner through the OBN. For more information, see Receiving Documents from Trading Partners.