The full Purchase Order process can be referred to below (PDF version attached at the bottom).
Important Information
Invoice Information
Please ensure the following mandatory information is included on each invoice:
· Invoice Number
· Invoice Date
· Payee Name
· HST Registration Number
· EFT/Wire Information - For new vendors only
Attaching Invoice to Purchase Order
Name the PDF invoice with the following naming convention: LEGAL ENTITY, VENDOR NAME, INVOICE NUMBER
Search for PO# in Netsuite
Click the Communication subtab on the record.
Click the Files subtab. The subtab looks like this:
Here you can attach a file that is already in the file cabinet or add a new file to the file cabinet and attach it.
To attach a file that is already in the file cabinet:
i.Select a file from the Attach Existing Files list
ii.Click Attach
To add a new file and attach it:
i. Click New File to open a popup File window.
ii.To add a file from your computer, select a file cabinet destination from the Folder list.
iii.Click Browse to open a popup window and select the file you want to add
iv.Click Save. The file you selected is saved to the filing cabinet and attached to the record.