1. Order Management
  2. Billing and Invoices
  3. Electronic Invoicing
  4. Electronic Invoicing Administrator Guide
  5. Deploying Automatic Bulk Conversion Script for Inbound E-Documents

Deploying Automatic Bulk Conversion Script for Inbound E-Documents

The administrator can create schedules to run periodic and automatic bulk conversion of all inbound e-documents of which status is For Conversion. The Electronic Invoicing SuiteApp includes a Script Deployment for running automatic bulk conversion of inbound e-documents. By default, the status of the script is set to Not Scheduled. The administrator can set a schedule for the script to convert inbound e-documents in bulk.

Deploy the bulk conversion script for inbound e-documents:

Note:

Before deploying the bulk conversion script, make sure that the date format in inbound e-documents is the same as the date format set in Setup > Company > Preferences > General Preferences.

For bulk processing using the MR script, the first active administrator gets automatically selected as the owner.

  1. Go to Customization > Scripting > Script Deployments.

  2. Expand the Filters and select Map/Reduce in the Type field. Click the Edit link of the script Convert Inbound E-Document MR.

  3. Clear the Deployed box if you do not want to deploy the script yet. A script will not run in NetSuite until the Deployed box is selected.

  4. Select a status in the Status field:

  5. Choose an event type on the Schedule subtab:

    • Single Event – The script converts inbound e-documents only one time.

    • Daily Event – Enter the interval between days if this event should occur every day or every few days, or select every weekday if this event should occur every day except Saturdays and Sundays. For example, enter 1 as the interval if this event should occur every day, or enter 2 if the event should occur every other day.

    • Weekly Event – Enter the interval between weeks, and select the day of the week this event should be repeated.

    • Monthly Event – If you want to convert inbound e-documents on the same day of every month or every few months, enter the date when you want inbound e-document conversion to repeat and then select the interval between months. If you want to convert inbound e-documents on the same day of the week every month or every few months, select the week, the day of the week, and enter the interval between months.

    • Yearly Event – If you want to convert inbound e-documents one time every year, select the month and day, or select the week, day, and month.

    • Start Date – You must enter the date when you want to schedule inbound e-document conversion.

    • Start Time – Enter the time when you want inbound e-document conversion to start.

    • Repeat – Select how often you want the script to convert inbound e-documents. On the day the script is scheduled to run, inbound e-documents will be converted at the specified Start Time and the process repeats every n hours until midnight.

    • End By – Set the date when the script should stop converting inbound e-documents.

      If you are scheduling a single event, inbound e-documents will be converted on the date entered in the Start Date field.

      If you are scheduling a repeat event, inbound e-documents will be converted according to the schedule you set, starting from the date entered in the Start Date field and ending on the date entered in the End By field.

    • No End Date – Check this box if you want to repeat the schedule indefinitely.

  6. Click Save and Execute to convert inbound e-documents immediately. Click Save to convert inbound e-documents according to the schedule that you set.

After running the automatic bulk conversion, all inbound e-documents with status For Conversion, will be converted into transaction records. Successfully converted inbound e-documents will have their status set to Converted; otherwise, the status will be Conversion Failed.

If any of the inbound e-documents in the batch failed conversion, a notification will be sent to the email address of the user defined in the Recipient of E-Document Notifications. If all inbound e-documents in the batch were successfully converted, no notification email will be sent. The email notification will have an attached CSV file listing the inbound e-documents that underwent conversion. The list has columns indicating the Internal ID, Vendor, and details of the conversion process and errors. Likewise, you can view the error details of an inbound e-document that failed conversion by clicking the View link of that record. Then, on the E-Document Audit Trail subtab, in the Details column, view the error scope and details.

Related Topics

General Notices