Punchout for NetSuite - Utilize Expense Accounts

Overview

This guide provides a step-by-step walkthrough to show how to utilize expense accounts using the custom Item Categories when using Punchout for NetSuite.

Prerequisites: Must be logged in as an administrator in the NetSuite account. Expenses must be allowed on purchases.

Step by Step Process 

1. Navigate to Punchout > Punchout Configs and select Vendor Tiles Configs. View full size
2. Select Edit. View full size
3. Check the Show Item Mapping List box. View full size
4. Check the Use Item Categories List box. View full size
5. Select the Item Categories sub-tab.
   View full size
6. Navigate to Punchout Item Category Name and enter a name. View full size
7. (IF NEEDED) Navigate to Supplier Code Note Matched Handling and select a handling from the dropdown. View full size
8. Navigate to Account and select an expense account from the dropdown. View full size
9. Select Add. View full size
10. Select Save. View full size

Troubleshooting

If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.