This article will explain how to set up a custom field and how to map it so your Mesh-NetSuite integration will be able to handle the invoice allocation number.
Custom Field Setup
1. Navigate to the upper left side, click on your company, and then on the 'Company Settings' link.
Note: If you're unable to access this section, it's likely due to insufficient permissions. Please get in touch with your Mesh Administrator and or with our team at support@meshpayments.com
2. Scroll down to the 'Custom Field' section and click on the 'Manage Custom Fields' button.
3. Click on the 'Create a New Custom Field' button, located on the bottom right corner of the page, and select the 'Add A New Blank Custom Field' option.
4. Select 'text' for the 'Field Type' and add a name for the field under 'Field name'.
Note: You can make this custom visible to employees and also set it as a 'required' field when submitting a card request.
5. Click on the Save button.
Now follow the instructions below to map it to the correct index.
Note: You need to create the custom field on the NetSuite side then map it to the Mesh custom fields.
Integration Mapping
6. Navigate back to the 'Company Settings'.
7. Click on 'Go to integrations Portal'
8. Under the 'NetSuite' section click on the Edit button.
9. Scroll down to the 'INDEXES' section, click on the + sign then on mapping definitions. Select the custom fields that you created in step 4 (i.e., 'Israeli Tax ID') then click on the three blue lines next to it, and under 'Vendor Bill Header' add the field ID that you added on the NetSuite side.
Note: Please check the 'Add to PO' checkbox if you sync transactions using Purchase Orders.
10. Click on the 'Update' to complete this setup. If you get a failure message please share it with our team at support@meshpayments.com
Now power users can add the allocation number to each transaction and sync it to NetSuite.
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