1. Order Management
  2. Billing and Invoices
  3. Electronic Invoicing
  4. Electronic Invoicing User Guide
  5. Overview of Inbound E-Document Processing

Overview of Inbound E-Document Processing

The following describe the end-to-end process of creating inbound e-documents and then converting them into NetSuite transaction records using the Electronic Invoicing SuiteApp.

To upload and convert inbound e-documents:

  1. The administrator creates an inbound e-document template, which will map the data elements of the inbound XML e-document to corresponding NetSuite transaction fields when converted. See Creating E-Document Templates.

  2. The administrator associates the inbound e-document template with an e-document package, which is assigned to a customer or vendor. See Assigning E-Document Packages to Customer or Vendor Records.

  3. The administrator designates an employee or group who will receive an email notification after scheduled automatic bulk conversion of inbound e-document records to transaction records.

  4. If the inbound e-document is received through means other than email capture, users can upload it manually. See Uploading Received XML Files as Inbound E-Documents.

  5. Users can convert inbound e-document records with status For Conversion, into transaction records. You can manually convert e-documents or run automatic scheduled bulk conversion. See Converting Inbound E-Documents into Transaction Records.

    The status of newly created vendor bills from e-document conversion is dependent on the default status of Accounting Preference or whether Vendor Approval Routing is enabled.

Related Topics

General Notices