Converting Inbound E-Documents to Transactions
After creating the inbound e-document record, the SuiteApp assigns an e-document template based on the transaction type:
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For a vendor bill, the E-Document Template field is populated with Avalara North America Vendor Bill Inbound Transaction Template.
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For a bill credit, the E-Document Template field is populated with Avalara North America Bill Credit Inbound Transaction Template.
The vendor record must have a default expense account configured. If a default expense account is not set, the conversion to vendor bill or vendor credit will fail.
To convert the inbound e-document into vendor bill or bill credit:
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Go to Customization > Lists, Records & Fields > Record Types.
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Click the List link beside inbound e-documents.
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Locate the inbound e-document that you want to convert and click View.
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Click Convert to generate the vendor bill or vendor credit.
For bulk conversion of inbound e-documents, refer Deploying Automatic Bulk Conversion Script for Inbound E-Documents.
Subsidiary selection within the transaction record is not supported during inbound conversion. If a vendor is associated with multiple subsidiaries, the primary subsidiary will be used by default.