Electronic Invoicing Quick Start

Read the following steps to understand how to install and get started with the Electronic Invoicing SuiteApp.

1. Install Electronic Invoicing SuiteApp-

   You must install the Electronic Invoicing SuiteApp from the Suite Bundler. Make sure you have the prerequisites set for using the Electronic Invoicing. For more information about the same, see https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4592549826.html#bridgehead_4580987033

2. Install License Client-

   The NetSuite SuiteApps License Client (Bundle ID: 116144) must be installed before you install the Electronic Invoicing SuiteApp (Bundle ID: 436209). To install, see https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N3395142.html

   If you do not have the license, define the Free Country at the Subsidiary level.

3. Define the Template-

   Create an e-document template. Both outbound and inbound e-document templates can be created on the E-Document Templates record. For more information about the same, see https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4536871429.html#Related-Topics

4. Define the Sending Methods-

   Create an e-document sending method for selection on the transaction record and the e-document package record. See, https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4536875049.html for more information.

5. Define the Package-

   A package defines a set of formats used for various transactions. See, https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4593256917.html#Related-Topics for more information about understanding e-document packages.

6. Install Localization SuiteApp-

   You may have a dedicated localization SuiteApp depending on the country you choose which will cover steps 3,4,5 automatically. The list of available localization SuiteApps are as follows:

   • Malaysia Electronic Invoicing

   • Israel Electronic Invoicing

   • Mexico Localization

   • India Localization

   • Brazil Localization

7. Configure Customer/ Vendor records-

   You must follow the below steps to configure customer/ vendor records for assigning e-document packages:

   1. Assign the package to the customer or the vendor-

      For more information about this step, see https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4592483798.html

   2. Define E-document email recipient-

      If you are using an email sending method, you must define the e-document email recipients. For more information about the same, see https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4592483197.html

   3. Set the Auto-population

8. Configure Electronic Invoicing Preferences-

   The EI preferences are account level and applicable to all subsidiaries. You must configure these preferences for performing further steps. See, https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_0619104200.html#bridgehead_33225319345 for more information about the same.

9. Give permissions to custom role-

   If you are using custom roles for daily usage, you are required to give required electronic invoicing permissions to the custom roles. See, https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_4615883600.html#Related-Topics and https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_1526454388.html#To-restrict-the-permission-of-standard-and-custom-roles-to-generate-and-send-outbound-e-documents%3A for more information about the same.

10. Configure Map/Reduce-

    If you want scheduled generation or sending, configure the Map/Reduce script for automatic scheduled sending of outbound e-documents. For more information about the steps for configuration, see https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_1495611216.html#To-deploy-the-script-for-scheduled-sending-of-e-documents%3A

General Notices