procure to pay quick reference guide

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NetSuite Version 2021.2

Financials First - Procure to Pay

Quick Reference Guide

Navigating the Quick Reference Guide

There are several ways to navigate this Quick Reference Guide (QRG):

1) Click a desired orange-highlighted functional box in the process diagram below.

2) Click a link in the Table of Contents.

3) Use the Microsoft Word Navigation Pane:

a. Activate by navigating to View and check Navigation Pane.

b. Click the area of interest.

Quick Reference Guide 2

Process Diagram

Expense Management


Table of Contents

Quick Reference Guide ...................................................................................................................................... 1

Navigating the Quick Reference Guide ......................................................................................................................... 1

Process Diagram ............................................................................................................................................................ 2

Table of Contents .............................................................................................................................................. 3

Vendor Management .................................................................................................................................................... 4

Create a New Vendor Record ................................................................................................................................. 4

Create a New Vendor Contact ................................................................................................................................ 7

Purchasing ..................................................................................................................................................................... 8

Enter a Purchase Request using Employee Center ................................................................................................. 8

Approve/Reject Purchase Request ......................................................................................................................... 9

Enter a Purchase Order ......................................................................................................................................... 11

Close a Purchase Order ......................................................................................................................................... 13

Receiving ...................................................................................................................................................................... 14

Receive Items from a Purchase Order .................................................................................................................. 14

Bulk-Receive Purchase Orders .............................................................................................................................. 14

Contact Vendor ..................................................................................................................................................... 15

Vendor Bills .................................................................................................................................................................. 17

Bill from a Purchase Order .................................................................................................................................... 17

Bill Purchase Orders in Batch ................................................................................................................................ 18

Bill from an Item Receipt ...................................................................................................................................... 19

Enter a Stand-alone Bill ......................................................................................................................................... 20

Memorize a Bill ..................................................................................................................................................... 22

Bill Payment ................................................................................................................................................................. 24

Apply Credit to a Bill .............................................................................................................................................. 24

Pay Single Bill ........................................................................................................................................................ 24

Process Bulk Payments ......................................................................................................................................... 25

Key Reports .................................................................................................................................................................. 27

Review Standard Report ....................................................................................................................................... 27

Review Custom Report.......................................................................................................................................... 28

Key Performance Indicators .................................................................................................................................. 29


Vendor Management

Create a New Vendor Record

A vendor is a company or individual that sells goods and services to you. A vendor record tracks all contact, financial, and communication details, along with your transaction history.

Vendor records must be created prior to processing bills or other payable transactions.

• Utilize the Vendor Performance scorecard to identify poor vendor service.

Steps

1) Perform a Global Search to locate any existing Vendor records and avoid duplication.

2) Hover over Create New and select Vendor.

Note: If the [Vendor] option is not available, personalize the Create New bar settings and

select Vendor.

OR Navigate to Vendors > Lists > Vendors > New.

3) Select Company or Individual:

Option A: If the vendor is a Company, enter the Company Name.

Option B: If the vendor is an Individual, enter the person’s First, Middle, and Last Name.

4) (Optional) Select a Category.

5) Select a Primary Subsidiary.

Note: The Subsidiary cannot be changed once a transaction has posted to this vendor.

6) Enter the customer’s primary Phone, and Email information.

Note: NetSuite uses this Email as the default address when emailing transaction

confirmations.

7) Enter any noteworthy Comments about this vendor.

8) Navigate to the Preferences subtab to select the default Email Preference format to send email

communications to this vendor.

Note: If set to Default, NetSuite uses the option indicated in your personal preferences.


9) Indicate whether the vendor prefer to have you Send Transactions Via:

• Email - to automatically email transactions to the customer.

• Print - to queue the transaction for later printing.

• Fax - sends a fax to the vendor by default.

10) Navigate to the Relationships subtab, Contacts subtab.

11) (Optional) Enter the following contact details about specific individuals who work for this vendor:

• Contact name

• Subsidiary

• Job Title

• Email

• Main Phone

• Role

Notes:

• Only one primary contact can be defined per vendor, but there is no limit to the

number of alternate contacts, consultants, or decision makers.

• Contacts cannot be associated to an Individual vendor.

12) Click [Add].

13) Repeat the same steps for each additional contact.

14) Navigate to the Address subtab and click to add an Address.

a. Select a Country.

b. Enter the vendor address details.

Note: (For US only) Type the ZIP and the City and State fields will populate accordingly.

15) Click [OK].

16) The Default Shipping and Default Billing fields are set to Yes by default.

Note: If the shipping and billing addresses are different, enter each address separately and

mark them accordingly.

17) Enter the Label for the vendor’s address.


Leading Practice: Type an intuitive label for easy reference.

18) Click [Add].

19) Repeat steps 13-17 for each additional address.

20) Navigate to the Financial subtab.

21) Enter the vendor’s Legal Name if it differs from their company name. Otherwise, this defaults to

the listed company name.

22) Enter your Account number, if the vendor has issued one to you.

Note: This number appears in the Vendor # field on the Purchase Order page.

23) (Optional) Enter the name to Print On Check As, if check payments are addressed to a different

name than the one listed in the Vendor ID field.

24) Select your standard payment and/or discount Terms.

25) Select the Default Expense Account.

26) Select the Default Payables Account.

27) Enter your Credit Limit.

28) Select the vendor’s Primary Currency.

29) Click [Add] for additional currencies.

Note: Currency selection is only available when the Multiple Currencies feature is enabled.

30) (Individual vendors only) Select 1099 Eligible, if applicable.

31) Enter the vendor’s Tax ID.

32) Enter your Opening Balance and Opening Balance Date.

33) Navigate to the Marketing subtab and select a Global Subscription Status:

• The Soft Opt-In status allows your vendor to receive your marketing email campaigns.

• The Soft Opt-Out status will prevent email campaigns from being sent.

Note: Allow your vendor to confirm their opt-in preference, as part of your marketing

efforts.

34) Click [Save].


Create a New Vendor Contact

Contacts can be added to existing vendor records.

Steps

1) Perform a Global Search to locate the Vendor record.

2) On the vendor record, hover over Create New and select Contact.

3) Under the Primary Information field enter the following:

Note: The Contact field must remain blank. The field auto-fills when the Name is entered.

• Mr./Ms.

• Name (First Name, Middle Initial, Last Name)

• Job Title

• Category

4) Verify the contact’s Email, Main Phone, Fax if necessary.

Note: Additional Email | Phone | Address fields are displayed when you edit a contact

record.

5) Select a Subsidiary.

6) On the Relationships subtab, select the following:

• Supervisor

• Assistant

7) Navigate to the Address subtab and verify the details.

8) In the Marketing subtab, select the contact’s

• Lead Source

• Campaign Event

• Campaign Category

9) Click [Save].


Purchasing

Enter a Purchase Request using Employee Center

Purchase requests can be created by employees from the Employee Center. Requests can also be

entered on behalf of employees by filling in the employee name directly on a purchase order.

Steps

1) Log in using the Employee Center role.

2) Locate the Purchases portlet and click [Enter Purchase Request].

3) Confirm the Date of the purchase order request.

4) Select the Vendor.

5) Select the Location.

6) Select the Currency and review the Exchange Rate.

7) Enter a Receive By date to indicate the date that you require the items.

Note: This does not ensure or enforce vendor delivery by this date.

8) Enter a Memo to justify this purchase.

9) Navigate to the Items > Items subtab.

Option A: Select one item at a time.

a. Enter or select the Item.

b. Enter the Quantity.

c. Click [Add].

Option B: Select multiple items.

a. Click [Add Multiple]. The Choose Item popup window displays.

b. Select the item type at the top of the window.

c. Enter the item name and click Search.

OR scroll through the item list.

d. Click or the Item name to add each item. The added items display in the Current

Selections box.

e. In the Current Selections box, enter the Quantity for each item.


f. Click [Done].

g. The items display in the Item table.

10) Select the Department, Class, and Location if applicable.

11) On the Billing subtab, confirm the Vendor address.

Note: Click or select New in the Vendor Select field to add a new billing address to

both the purchase order AND the vendor record. To create a one-off address change for

this purchase order that will NOT be added to the vendor record, select Custom.

12) On the Accounting subtab, edit the payment Terms for this purchase.

13) Navigate to the Shipping subtab.

14) Select the customer that this purchase will Ship To.

15) Select the appropriate shipping address in the Ship To Select list. This auto-populates the Ship To

textbox.

16) Navigate to the Communication > Messages subtab.

17) (Optional) Select whether the purchase order is To Be Printed, To Be Emailed, and/or To Be

Faxed upon approval.

18) Click [Save].

Approve/Reject Purchase Request

Purchase requests that exceed the employee’s purchase limit require supervisor (or role next up the

approval chain meeting the Purchase Limit) approval before it is sent to the vendor. The supervisor can

also reject the purchase request, sending it back to the employee for review. If the purchase request

total is less than or equal to the employee’s purchase limit, the request will be auto approved.

When a Purchase Request is approved, it automatically becomes a Purchase Order.

• Before setting up employee records in NetSuite, decide how many employees will be entering

purchase orders in NetSuite and how many levels of approval are needed. Depending on the

level of approval, setup Purchase Limits, Purchase Approvers, and Purchase Approval limits to

establish multi-level purchase approvals workflow.

• Use the dashboard for Approvers to receive updates of purchases pending their approval.

• Use the dashboard for Employees to receive updates of their purchase request status.


• Define supervisors for groups of employees as well as purchase limits to facilitate purchase

order review and cost containment.

Steps for Bulk Approval

1) Navigate to the Reminders portlet on the Home dashboard and select Purchase Requests to

Approve.

2) Select the purchase requests to Approve.

3) Click [Save].

Steps for Individual Approval

1) View the Purchase Order.

Option A: Use Global Search

a. Perform a Global Search to locate the Purchase Order.

b. Click View.

Option B: From the Reminders portlet

a. Navigate to the Reminders portlet on the Home dashboard.

b. Select Purchase Requests to Approve. Locate the purchase request from the list.

c. Select the Date.

2) Click [Approve].

Note: Once the purchase request is approved, it becomes a purchase order, and is

removed from the approval list.

Steps for Individual Rejection

1) View the Purchase Order.

Option A: Use Global Search

a. Perform a Global Search to locate the Purchase Order.

b. Click View.

Option B: From the Reminders portlet

a. Navigate to the Reminders portlet on the Home dashboard.

b. Select Purchase Requests to Approve. Locate the purchase request from the list.


c. Select the Date.

2) Click [Reject].

3) Enter the rejection reason in the Your Message field.

Note: This information will be sent in an email to the employee who submitted the

purchase request.

4) Click [Save].

Enter a Purchase Order

Purchase Orders authorize vendors to provide your company with items, materials or services. These can

be used to track both items received and items to be received.

Steps

1) Locate the Dashboard Tiles and select New PO.

OR Hover over Create New and select Purchase Order.

2) Confirm the purchase Date.


4) Select the Location.

5) (Optional) Select the Employee if the order is being created for another employee.

6) Select the Currency and review the Exchange Rate.

7) Enter a Receive By date to indicate the date that you require the items.

Note: This does not ensure or enforce vendor delivery by this date.

8) Enter a Memo to justify this purchase.

9) Navigate to the Items > Expenses subtab.

10) Select an expense Account.

11) Select Department and Class if applicable.

12) Enter the Amount.

13) Click [Add].


14) Repeat steps 9-13 for each additional expense.

15) Navigate to the Items > Items subtab.




c. Click [Add].







Selections box.


f. Click [Done].


16) Select the following if applicable:

• Department

• Class

• Location

17) On the Billing subtab, confirm the Vendor address.




18) Navigate to the Accounting subtab.

19) Select the payment Terms for this purchase.

20) Navigate to the Shipping subtab.

21) Select the customer that this purchase will Ship To.


22) Select the appropriate shipping address in the Ship To Select list. This will autopopulate the Ship

To textbox.




25) Click [Save].

Close a Purchase Order

When you do not expect to receive either all or part of the items in your purchase order, you need to

close the order. In NetSuite purchase orders can be closed by record, or by item line, depending on the

percentage of completion.

Steps

1) Navigate to Receiving > Receiving > Enter Purchase Orders > List. Locate the purchase order to

close and click View.

OR Perform a Global Search to locate the Purchase Order record.

2) The purchase order can be closed in two ways:

Option A: Close the entire transaction.

a. Click View next to the purchase order you want to close.

b. Click [Close] to close the entire transaction.

Option B: Close a specific item.

a. Click [Edit] to close a specific item.

b. On the Items subtab, navigate to the Closed column and check the line(s) to be closed.

c. Click [OK].

d. Click [Save].

Notes:

• Before closing a transaction, ensure that all possible items are received and billed first.

• Closed items are flagged with a Yes under the Closed column and will not appear in

item receipt or billing queues.


Receiving

Receive Items from a Purchase Order

Items on a PO that require a receipt can be received by the Inventory Manager or Purchasing and A/P

role. Once the items have been received, an item receipt record is created to confirm receipt of goods

and/ or services. Purchases that do not require a receipt can be billed directly from the purchase order

record.

Steps

1) Navigate to Receiving > Receiving > Receive Orders.


OR Navigate to the Reminders portlet and select Orders to Receive.

2) Click Receive next to the purchase order you want to receive.

3) Review the receipt information.

4) On the Items & Expenses subtab, confirm the Received items.

Note: Items are checked as received by default. Your administrator can set system

preferences so that items are unchecked by default.

5) Deselect the items you did not Receive.

Note: Any items not received can be received later by creating another item receipt.

6) Enter a Memo.

7) Click [Save].

Bulk-Receive Purchase Orders

If there are many purchase orders that can be marked as Received, NetSuite has an option to bulk

process these POs.

Steps

1) Navigate to Receiving > Receiving > Receive Orders.

OR Locate the Reminders portlet on the Home dashboard and select Orders to Receive.


2) Select a Vendor to filter the list.

3) Select the Receive checkbox of the purchase orders you want to receive.

4) Click [Submit].

5) Click [Refresh] to update the submission status until it displays complete.

6) Review any errors in the Message column, if any.

Note: Click the error for more details.

7) Click Complete for details on the Processed Records.

Contact Vendor

Contact the vendor within NetSuite regarding a specific order, including returns for damaged items.

Steps

1) Navigate to Receiving > Receiving > Enter Purchase Orders > List.

OR Perform a Global Search to locate the Purchase Order.

2) Locate the Purchase Order and click Edit.


4) Click [Email]. The Email Message pop-up window opens.

5) Navigate to the Recipients subtab.

6) Select a Recipient to email.

7) Select new recipients in the Additional Recipients dropdown list. The email autopopulates.

8) Select CC or BCC to copy this email address.

9) Click [Add] for each additional contact.

10) Navigate to the Message subtab.

11) Enter a Subject.

12) You can opt to Request Read Receipt from individual recipients.

13) Enter your email Message.

Note: Selecting a Template will automatically populate existing information.


14) Navigate to the Attachments subtab.

15) In the Attach File column, select a file from the file cabinet to attach to this message.

OR Select New to upload a file from your hard drive.

Note: Email attachments must be 5MB or smaller.

16) Click [Merge & Send].


Vendor Bills

Bill from a Purchase Order

Billing a purchase order creates a bill for an invoice that you receive from a vendor. You can turn your purchase order into a bill without retyping any data.

Note: If you edit the vendor bill, you must resolve any mismatch between the purchase order,

vendor bill, and item receipt. If the Vendor Bill Rate varies from the Item Receipt rate, consider

updating the Item Receipt rate to match the Vendor Bill rate to accurately reflect COGS, and

negate the need to “Post Vendor Bill Variances” (in standard cost environments). If the rate

change is permanent, update the Vendor Rate in the item record.

Steps

1) Navigate to Vendors > Purchases > Bill Purchase Orders.

OR From the Reminders portlet on the Home dashboard, select Purchase Orders to Bill.


2) Click the Date of the purchase order to bill.

3) Click [Bill].

4) Enter a Reference No. for this transaction, such as the vendor’s invoice number.

Leading Practice: The reference number allows you to easily match the vendor’s invoice

with the bill in NetSuite. The reference number appears on reports and can be used as a

global search term.

5) Confirm the Date for this bill.

6) Enter the Location if required or available.

7) Confirm the Account Payables Account that will be affected by this transaction.

8) Confirm the Posting Period.

9) Confirm Due Date for this bill, modify if necessary.

Note: Ensure the due date is accurate, as this will be used as a reminder to pay the bill.

10) Review the Approval Status.


11) Enter a Memo.

12) On the Expenses and Items subtab, confirm the Item, Quantity, Rate, and Amount.

13) Select the following, as they apply:

• Department

• Class

14) On the Billing subtab, confirm the Vendor Select address and payment Terms.

15) Click [Save].

Bill Purchase Orders in Batch

If you receive one invoice for multiple purchase orders from a vendor, you can use the batch billing

functionality to generate one bill for those orders.

Steps

1) Navigate to Vendors > Purchases > Bill Purchase Orders.

OR Locate the Reminders portlet on the Home dashboard. Click Purchase Orders to Bill.

2) Select a Vendor to filter the list.

3) Locate the purchase orders to bill.

Note: All purchase orders MUST be associated with the same vendor and are grouped

together in one bill.

4) Select the Bill checkbox.

5) Click [Submit] and the Bill page displays.









12) Enter a Memo.

13) On the Expenses and Items subtab, confirm the Item, Quantity, Rate, and Amount.

Note: If you edit the vendor bill, you must resolve any mismatch between the purchase

order, vendor bill, and item receipt.


• Department

• Class


16) Click [Save].

Bill from an Item Receipt

When you create an item receipt, instead of just saving the item receipt, there is an option to save the

receipt and create the bill at the same time.

Steps

1) Create an item receipt as per the steps in “Receive Items from a PO” but do not click [Save].

2) Click [Save & Bill].








9) Enter a Memo.

10) On the Expenses and Items subtab, confirm the following:


• Item

• Quantity

• Rate

• Amount

Note: If you edit the vendor bill, you must resolve any mismatch between the

purchase order, vendor bill, and item receipt.


• Department

• Class


13) Click [Save].

Enter a Stand-alone Bill

You can create vendor bills without first creating purchase orders. Track your payables by entering bills

as they arrive from vendors. This gives you an accurate picture of your payables at any point during the

billing cycle.

This option is NOT used if a purchase order has been entered for these expenses and items.

Steps

1) Navigate to Vendors > Purchases > Enter Bills.


3) Enter a Reference No. for this transaction, such as the vendor’s invoice number.

Leading Practice: The reference number allows you to easily match the vendor’s invoice

with the bill in NetSuite. The reference number appears on reports and can be used as a

global search term.

4) Select a Location.

5) Enter a Memo.

6) Navigate to the Expense and Items > Expenses subtab.


7) Select an expense Account.

8) Select Department and Class if applicable.

9) Enter the Amount.

10) Click [Add].

11) Repeat steps 7- 10 for each additional expense.

12) Navigate to the Expense and Items > Items subtab.




c. Click [Add].







Selections box.


f. Click [Done].


13) Select the following, if applicable:

• Department

• Class

• Location

14) Navigate to the Billing subtab.





15) Confirm the Vendor address.

16) Review the payment Terms for this purchase.

17) Navigate to the Communication subtab.



19) Click [Save].

Memorize a Bill

When you memorize a bill, you set up the bill to recur over time. You choose whether the bill

automatically posts or if you are reminded to post it. Memorized bills eliminate data entry and serve as

useful reminders.

Steps

1) Perform a Global Search to locate the Bill record.

2) Click [Edit].

3) Clear the Reference No. field.

Note: The reference number must be unique for each bill, and so should be cleared from

the memorized bill template.

4) Hover over Actions and select Memorize.

Note: The memorize option only appears when the record is in edit mode.

5) Enter an intuitive Name, including the transaction type, time, and purpose.

Note: Having an intuitive name will help you easily identify the transaction and its purpose

when viewed in the memorized transactions list.

6) In the Action field, choose:

Option A: Select Reminder if you prefer to be prompted through alerts when the bill is due.

Option B: Select Automatic if you want the bill to automatically generate and post without your

intervention.

7) Select the Frequency for posting.

OR Create a schedule using the Custom Recurrence Pattern subtab.


8) Enter the Next Date the bill is due.

9) Select Remind Forever or enter the total number of bill recurrences.

10) Select Update Address to automatically update the bill template when the vendor billing address

is changed.

11) Select Update Prices to update the bill template if item prices are changed.

12) Click [Save].


Bill Payment

Apply Credit to a Bill

Record credits that have been issues by the vendor. You can also apply a vendor credit directly to a bill

from the vendor credit record itself.

Steps

1) Navigate to the Vendors > Accounts Payable > Pay Single Vendor.

2) Confirm the A/P Account the credit was applied to.

3) Select the Payee.

4) Confirm the Currency the credit was recorded in.

5) Navigate to Apply subtab.

6) Associate the vendor credit by selecting Apply next to the bank deposit and the bill credit to

offset each other.

OR apply vendor credit by selecting Apply next to the bill and the bill credit to offset each other.

7) Click [Save].

8)

Pay Single Bill

You can pay a single vendor using the Pay Single Bill function.

Steps

1) From the Reminders portlet on the Home dashboard select Bills to Pay.

2) Confirm the bank Account to pay this bill.

3) Click the Due Date of the bill to pay.

4) Click [Make Payment].

5) On the Primary Information section, confirm the Date and Posting Period.

6) On the Transaction Information section, select:

Option A: To Be Printed to print a physical check.

Option B: Voucher to print a payment voucher.


Note: If To Be Printed is not selected, confirm that the Check # is accurate.

7) Navigate to the Apply subtab.

8) Select Apply next to all bill/expense report/credits you want to include in the bill payment.

9) Review the total Amount being paid to the vendor.

10) Click [Save].

Process Bulk Payments

Pay outstanding payables to different vendors using the Process Bulk Payments function.

Steps

1) From the Reminders portlet from the Home dashboard select Bills to Pay.

2) Select the A/P Account for this transaction.

3) Confirm the bank Account to pay these bills.

4) Select the Date and Posting Period for this bill payment.

5) Select the following, if applicable:

• Department

• Class

• Location

6) Enter the Start Date and End Date to filter the bills by due date.

7) Select To Be Printed to save these bill payments in a queue of checks to print.

8) Select Use Bill-To Address from Vendor to override the billing address shown on the bill or credit.

Note: If a vendor has no default billing address, then the Address field on bill payment is

blank.

9) Select the transactions to pay.

10) Click [Save]. The Processed Bill Payments page displays.

Note: NetSuite automatically creates separate payment records for each vendor you

select.


11) Click [Refresh] to update the status until it displays complete.

12) Review any errors in the Message column.

Note: Click the error for more details.

13) Select the To Be Printed checkbox to review the Bill Payment created.


Key Reports

Review Standard Report

The Procure to Pay reports enable you to:

• Determine how any unpaid bills are in your Accounts Payable.

• Determine how many transactions are liabilities representing amounts owed to vendors for

the purchase of inventory, goods, or services.

• Determine how many outstanding bills need to be paid.

Navigate to the Procure to Pay reports and review the following available reports:

• A/P Aging

• A/P Register

• A/P Payment History by Bill

• A/P Payment History by Payment

• Open Bills

• Purchase by Vendor

• Purchase by Item

• Purchase Order Register

• Open Purchase Orders

• Purchase Order History

Steps

1) Navigate to Reports > Vendor/Payables or Reports > Purchases.

2) Select one of the available reports, as listen above.

3) Select the footer options.

Note: Each report’s results include footer options that may be updated to change the

report’s data and formatting. Example of footer options: Date, Column.

4) Click [Refresh] if you have modified any of the filter options in the footer.

5) Click View Detail to see the detailed report.


Review Custom Report

The following Saved Searches were created to analyze the Procure to Pay process:

• Average Days to Pay

• A/P Aging

• A/P Aging Graph

• Bills Overdue

• Discount PO Payment

• Open A/P by Vendor

• Open Purchase Orders

• Purchase Order Rate Changes

• Spend by Vendor

• Spend by Vendor – Graph

• Vendor Rank

• VPI – Number of Bills Received (Vendor Record)

• VPI – Number of Orders (Vendor Record)

• VPI – Number of Orders Received

• VPI – On Time Deliveries – All receipts

• VPI – On Time Deliveries – Average Days (Vendor Record)

• VPI – On Time Deliveries – Late Count

Add these reports your Favorites menu by clicking on > Add to Shortcuts.

• Review the default Name. This can be renamed to something more meaningful to you.

Steps

1) Perform a Global Search for the report name.

Tip: Press [Alt]+[G] to quickly move the cursor to the Global Search field.

2) Select the filters one at a time and wait for the screen to refresh, before entering the next filter.


Key Performance Indicators

Key Performance Indicators (KPIs) provide you with a quick insight into your critical business metrics.

You can display them on your dashboard via different type of portlets:

• Key Performance Indicator

• KPI Scorecard

• KPI Meter

• Trend Graph

In this QRG, we will address the KPI Scorecard portlet.

Refer to SuiteAnswers or NetSuite Help for more information on setting up the other

portlets.

The following Scorecards and Key Performance Indicators have been created in your account:

Key Performance Indicator Scorecard Name

Number of POs Vendor Performance

Number of Orders Received Vendor Performance

Number of Bills Vendor Performance

Number of Receipts Vendor Performance

Number of Vendor Returns Vendor Performance

Value of Vendor Returns Vendor Performance

Steps

1) Navigate to the Home dashboard.

2) Review the dashboard and locate the portlet with the Scorecard Name listed above.

Note: This portlet may be added to the other dashboards too

3) Drill down on the amounts for more detailed information.

4) Hover over your Indicator and you will see .

procure to pay quick reference guide

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