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Define custom fields for use with NetSuite

The NetSuite integration supports these optional fields as header fields and line-item fields:

  • Customer
  • Project
  • Location
  • Department
  • Class
  • Memo
  • General ledger account (for credit notes and non-PO invoices)

Use only the fields your solution requires. You can define each field as a header field, line-item field or both. If you define a field as header field and line item field, Kofax AP Essentials uses the value from the header field to complete any missing line-item field values.

Example

Assume you define a location header field and a location line-item field. If Kofax AP Essentials finds a value for the Location header field, but cannot find values for location line-item fields, the header field value is used for the missing location line-item field values.

To define these custom fields for use with NetSuite:

  1. In the Kofax AP Essentials Extraction service settings, add a custom field using a Type name value that corresponds to the field you require:
    Header field type name Line-item field type name Coding field
    Customer LIT_Customer Customer
    Project LIT_Project Project
    Location LIT_Location Location
    Department LIT_Department Department
    Class LIT_Class Class
    Memo LIT_Memo Memo
    GeneralLedgerAccount LIT_GeneralLedgerAccount General ledger account
    TaxCode LIT_TaxCode TaxCode
    The Document field dialog
  2. Make sure you select Use master data to suggest field values and Use master data to validate the field value when you specify the Customer, Project Location, Department, General ledger account and Classification fields.
  3. Repeat these steps for each field you need.