--- title: "NetSuite" slug: "netsuite" updated: 2023-11-07T21:01:40Z published: 2023-11-07T21:01:40Z canonical: "wiki.cobblestonesoftware.com/netsuite" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # NetSuite ## Overview CobbleStone®’s integration with NetSuite ERP allows CobbleStone® and NetSuite users to take advantage of leading solution providers for their contract lifecycle management and enterprise resource planning for streamlined information technology processes. This integration supports a symbiotic relationship between CobbleStone® and NetSuite that occurs in a few ways: - Vendor Information Synchronization - Customer Information Synchronization - Employee Information Synchronization - Purchase Order Information Synchronization Integrating CobbleStone® and NetSuite makes it possible to easily stay on top of the crucial information you need to comply with your contracts. This integration can empower organizations to: - track enterprise contracts and resources efficiently. - centralize ERP & CLM processes. - reduce risk, increase process-flow, and increase return on investment. - oversee purchase order budgets. --- ## Videos #### CobbleStone® CLM + NetSuite Vendor Integration Mapping In this example, CobbleStone®’s contract lifecycle management software training team will walk through the integration mapping of a new NetSuite Vendor into a CobbleStone® Contract Insight Counterparty Record. For more on Mapping a Vendor between CobbleStone® and NetSuite, click [**HERE**](/v1/docs/netsuite#vendor-information-synchronization-new-vendor-entry-in-netsuite-to-contract-insight-counterparties) #### CobbleStone® CLM + NetSuite Customer Integration Mapping #### [Embedded content](https://www.youtube.com/embed/2diE9bqGCTg?&wmode=opaque&rel=0)In this example, CobbleStone®’s contract lifecycle management software training team will walk through the integration mapping of a new NetSuite Customer into a CobbleStone® Contract Insight Counterparty Record. For more on Mapping a Customer between CobbleStone® and NetSuite, click [**HERE**](/v1/docs/netsuite#customer-information-synchronization-new-customer-entry-in-netsuite-to-contract-insight-counterparties)   #### CobbleStone® CLM + NetSuite Employee Integration Mapping #### [Embedded content](https://www.youtube.com/embed/8XJuSQEtue8?&wmode=opaque&rel=0) In this example, CobbleStone®’s contract lifecycle management software training team will walk through the integration mapping of a new NetSuite Employee into a CobbleStone® Contract Insight Employee/User Record. For more on Mapping a Employee between CobbleStone® and NetSuite, click [**HERE**](/v1/docs/netsuite#employee-information-synchronization-new-employee-entry-in-netsuite-to-contract-insight-employeesusers) **CobbleStone® CLM + NetSuite Purchase Order Integration Mapping** [Embedded content](https://www.youtube.com/embed/VMzUPlccrrw?&wmode=opaque&rel=0) In this example, CobbleStone®’s contract lifecycle management software training tam will walk through the integration mapping of a new CobbleStone® Contract Insight Purchase Order Record into a new NetSuite Purchase Order. For more on Mapping a Purchase Order between CobbleStone® and NetSuite, click [**HERE**](/v1/docs/netsuite#purchase-order-information-synchronization-new-purchase-orders-in-contract-insight-to-netsuite-purchase-orders) **Examples** ### Example 1: ### Vendor Information Synchronization: New Vendor Entry in NetSuite to Contract Insight Counterparties **To reproduce this example, please have the following windows open:** 1. NetSuite – Vendor List with Quick Filter set to Recently Created ![The Vendors List on NetSuite. The Quick Sort Dropdown menu is open and Recently Created is circled.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%201.png) 2. Contract Insight – Counterparty List with EntryDate Filter set to Current Date ![The Contract Insight Company List. The Date Entered Filter dropdown menu is open. EqualTo and GreaterThanOrEqualTo are circled.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%202.png) If NetSuite is the primary source of truth for vendor data, a five-minute interval data sync needs to be put in place between NetSuite and Contract Insight to ensure new vendor records created in Contract Insight have accurate vendor data. Create a new vendor record in NetSuite. ![NetSuite Vendor Creation Screen](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%203.png) Add an address to the vendor record. ![The address section of NetSuite's vendor creation process, filled with information](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%204.png) **Note:** The CSS Vendor ID and the CSS Vendor Record URL (under Custom) automatically populate once the record comes over to Contract Insight. Do not fill these out. The integration can handle as many or as few fields as required for your business purposes. Additional fields may need to be configured in your Contract Insight or NetSuite systems to set up this integration. For more information about field management in Contract Insight, please visit [**CobbleStone® University.**](/v1/docs/CobbleStone-university-certification-program) Once the vendor record is entered into NetSuite, the integration job will trigger within a five-minute interval. ![A Newly Created Vendor in NetSuite](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%205.png) New Vendor Details in NetSuite ![A Company List in Contract Insight, filtered by a specific date](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%206.png)Vendor List in Contract Insight ![The company created in NetSuite now displaying in Contract Insight. The Company name and NetSuite ID are circled.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%207.png)New Vendor Record in Contract Insight ![A continuation of the vendor record, displaying the Address information that was entered earlier in NetSuite](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%208.png)Vendor Details of New Record in Contract Insight (cont.) As you can see, all the data that was entered into the NetSuite vendor record has successfully been mapped into the new Contract Insight vendor record. There is a field on the vendor record in Contract Insight that stores the unique NetSuite ID for the vendor in NetSuite. This ID can keep the data related to the vendor synced between the two systems. It also allows for Contract Insight to update the vendor in NetSuite with the CobbleStone® URL and CobbleStone® Vendor ID. **Note:** Flip back to the NetSuite record and refresh the page. The CSS Vendor Record URL and CSS Vendor ID should have auto populated. ![The record for the created company in Netsuite. The CSS Vendor ID and CSS Vendor Record URL fields are circled, displaying the information from Contract Insight.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%209.png) With the unique identifiers mapped between the records, the risk of duplication is eliminated. Any changes made between the vendor record made in NetSuite will be reflected in Contract Insight. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%2010.png) ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%2011.png)Edit Information Tab![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%2012.png)Edit Address Tab Once the changes are saved in NetSuite, the integration will detect the change(s) on the NetSuite vendor record and find the corresponding CobbleStone® Vendor record and update. **Note:** Flip between NetSuite and Contract Insight to demonstrate this change. It should look like the below images:![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%2013.png)NetSuite BEFORE CHANGE![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%2014.png)NetSuite CHANGE ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%2015.png)Contract Insight BEFORE CHANGE ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Picture%2016.png)Contract Insight UPDATED**Workato Recipe for this Example** ### ![Flowchart. The Trigger is a New or Updated Vendor in Netsuite. If a Default Address is present, it will create variables Street, City, State, and Country. It will then create a repeat helper list. It will then create a variable cityIndex. It then begins a process FOR EACH item in the repeat helper list. Process will be continued in the next image.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Workato%201(1).png)![Workato Flowchart continued. Each Address array is checked to make sure it is correct. If there is an issue, the variable is updated. After the address array has been checked, CobbleStone® pulls a list of records with a matching NetSuite ID. If that list equals 0, the process to create a new record begins.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Workato%202(2).png)![Workato Flowchart continued. While CobbleStone® Creates a new record for the specified entity, and Netsuite updates the Vendor record in it's system, Workato Monitors those actions for error. If there is an error, a message is logged in the Job Report.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Workato%203.png)![Workato Flowchart Continued. If the record list that was pulled by CobbleStone® comprised of records that match a NetSuite ID is greater than 0, then CobbleStone® updates the existing record(s).](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%201%20Workato%204.png) --- ### Example 2: ### Customer Information Synchronization: New Customer Entry in NetSuite to Contract Insight Counterparties **To reproduce this example, please have the following windows open:** 1. Netsuite - Customer List with Quick Filter set to Recently Created ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%201.png) 2. Contract Insight - Counterparty List with EntryDate Filter set to Current Date ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%202.png) If NetSuite is the primary source of truth for Customer data, a five-minute interval data sync needs to be put in place between NetSuite and Contract Insight to ensure new Customer records created in Contract Insight have accurate Customer data. Create a new Customer record in NetSuite. ### ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%203.png) Add an address to the Customer record. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%204.png) **Note:** The CSS Customer ID and the CSS Customer Record URL (under Custom) automatically populate once the record comes over to Contract Insight. Do not fill these out. The integration can handle as many or as few fields as required for your business purposes. Additional fields may need to be configured in your Contract Insight or NetSuite systems to set up this integration. For more information about field management in Contract Insight, please visit [**CobbleStone® University.**](/v1/docs/CobbleStone-university-certification-program) Once the Customer record is entered into NetSuite, the integration job will trigger within a five-minute interval. ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%205.png)New Customer Details in NetSuite![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%206.png)Customer List in Contract Insight ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%207.png)New Customer Record in Contract Insight![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%208.png)Customer Details (cont.) As you can see, all the data that was entered into the NetSuite Customer record has successfully been mapped into the new Contract Insight Customer record. There is a field on the Customer record in Contract Insight that stores the unique NetSuite ID for the Customer in NetSuite. This ID can keep the data related to the Customer synced between the two systems. It also allows for Contract Insight to update the Customer in NetSuite with the CobbleStone® URL and CobbleStone® Customer ID. **Note:** Flip back to the NetSuite record and refresh the page. The CSS Customer Record URL and CSS Customer ID should have auto populated. ![Netsuite Customer Record with the updated Customer ID and Customer Record URL fields circled.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%209.png) With the unique identifiers mapped between the records, the risk of duplication is eliminated. Any changes made between the Customer record made in NetSuite will be reflected in Contract Insight. ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%2010.png)Edit Information Tab ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%2011.png)Edit Address Tab Once the changes are saved in NetSuite, the integration will detect the change(s) on the NetSuite Customer record and find the corresponding CobbleStone® Customer record and update. **Note:** Flip between NetSuite and Contract Insight to demonstrate this change. It should look like the below images: ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%2012.png)NetSuite BEFORE CHANGE ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%2013.png)NetSuite CHANGE ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%2014.png)Contract Insight BEFORE CHANGE ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%2015.png)Contract Insight UPDATED ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Picture%2016.png)Contract Insight UPDATED (contd.)**Workato Recipe for this Example** ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Workato%201.png) ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%202%20Workato%202.png) --- ### Example 3: ### Employee Information Synchronization: New Employee Entry in NetSuite to Contract Insight Employees/Users **To reproduce this example, please have the following windows open:** 1. NetSuite – Employee List with Quick Filter set to Recently Created ![Net Suite Employee List. Quick Sort is circled.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Picture%201.png) 2. Contract Insight – Employee/Users List with EntryDate Filter set to Current Date ![Contract Insight Employee List. Date Entered column is circled.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Picture%202.png) If NetSuite is the primary source of truth for Employee data, a five-minute interval data sync needs to be put in place between NetSuite and Contract Insight to ensure new Employee records created in Contract Insight have accurate Employee data. Create a new Employee record in NetSuite. ![NetSuite Create Employee Screen](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Picture%203.png) **Note:** The CSS Employee ID and the CSS Employee Record URL (under Custom) automatically populate once the record comes over to Contract Insight. Do not fill these out. The integration can handle as many or as few fields as required for your business purposes. Additional fields may need to be configured in your Contract Insight or NetSuite systems to set up this integration. For more information about field management in Contract Insight, please visit [**CobbleStone® University.**](/v1/docs/CobbleStone-university-certification-program) Once the Employee record is entered into NetSuite, the integration job will trigger within a five-minute interval. ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Picture%204.png)New Employee Details in NetSuite ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Picture%205.png)Employee List in Contract Insight ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Picture%206.png)New Employee Record in Contract Insight As you can see, all the data that was entered into the NetSuite Employee record has successfully been mapped into the new Contract Insight Employee record. There is a field on the Employee record in Contract Insight that stores the unique NetSuite ID for the Employee in NetSuite. This ID can keep the data related to the Employee synced between the two systems. It also allows for Contract Insight to update the Employee in NetSuite with the CobbleStone® URL and CobbleStone® Employee ID. **Note:** Flip back to the NetSuite record and refresh the page. The CSS Employee Record URL and CSS Employee ID should have auto populated. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Picture%207.png) With the unique identifiers mapped between the records, the risk of duplication is eliminated. Any changes made between the Employee record made in NetSuite will be reflected in Contract Insight. ![Name and Phone number fields are circled](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Picture%208.png)Edit Information TabOnce the changes are saved in NetSuite, the integration will detect the change(s) on the NetSuite Employee record and find the corresponding CobbleStone® Employee record and update. **Note:** Flip between NetSuite and Contract Insight to demonstrate this change. It should look like the below images. ![George is in the First Name field, W is in the middle initial field, Carver is in the last name field](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Picture%209.png)NetSuite BEFORE CHANGE ![The middle initial field is now blank, and the last name field is now Washington Carver](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Picture%2010.png)NetSuite CHANGED ![First Name is George, Last Name is Carver](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Picture%2011.png)Contract Insight BEFORE CHANGE ![First name is now George, Last Name is now Washington Carver](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Picture%2012.png)Contract Insight UPDATED **Workato Recipe for this Example** **![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Workato%201.png)** **![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%203%20Workato%202.png)** --- ### Example 4: ### Purchase Order Information Synchronization: New Purchase Orders in Contract Insight to NetSuite Purchase Orders **To reproduce this example, please have the following windows open:** 1. Contract Insight – Purchase Order Add Screen prepopulated with information. ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Picture%201.png) 2. NetSuite – Purchase Order List Page, Filtered by Internal ID ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Picture%202.png) If CobbleStone®’s Contract Insight is the primary source of truth for purchase data, a five-minute interval data sync needs to be put in place between NetSuite and Contract Insight to ensure new purchase order records created in NetSuite for accurate tracking. Create a new purchase order in Contract Insight. Prior to creating PO, please ensure a budget is assigned to the employee profile for the Buyer Assigned and Ordered For Employee. This can be done on the Employee Details Page. ![The Buyer/Assigned To and Ordered For fields are circled](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Picture%203.png)Purchase Order Add Screen ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Picture%204.png)Purchase Order Details ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Picture%205.png)Purchase Order Details Continued **Note:** The NetSuite PO ID and NetSuite URL will automatically update once the integration job runs. Please leave these fields blank. Add a Purchase Order Line Item for 9v batteries. ![Contract Insight PO Line Items Screen](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Picture%206.png) ![A PO Line Item Search for 9v Batteries](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Picture%207.png) ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Picture%208.png)Add PO Line Item Screen ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Picture%209.png)PO Line Item Details Screen Flip over to the NetSuite PO list page and refresh. The new Purchase Order should now be visible. ![The New Purchase order is circled on the NetSuite PO List page](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Picture%2010.png) ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Picture%2011.png)Purchase Order Record in NetSuite ![""](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Picture%2012.png)Purchase Order Line Items in NetSuite Flip back to the Contract Insight PO Record. You will see the NetSuite URL and PO ID have been added to this record for easy reference. ![The NetSuite PO ID and NetSuite URL fields on the Contract Insight Purchase Order Details screen are circled.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Picture%2013.png)  **Workato Recipe for this Example** ![Every 5 minutes Workato pulls a list of POs and PO Items from CobbleStone®](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Workato%201.png) ![For Each item in the list of records, Workato checks for a NetSuite PO ID.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Workato%202.png) ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Recipe%204%20Workato%203.png) ## NetSuite Permissions Required For Integration | **Permission** | **Level** | | --- | --- | | Access Payment Audit Log Access Payment Audit Log | Full | | Adjust Inventory | Full | | Adjust Inventory Worksheet | Full | | Approve EFT | Full | | Approve Online Bill Payments | Full | | Audit Trail | Full | | Automated Cash Application | Full | | Bill Purchase Orders | Full | | Bills | Full | | Bin Putaway Worksheet | Full | | --- | --- | | Bin Transfer | Full | | Build Assemblies | Full | | Build Work Orders | Full | | Calculate Time | Full | | Cardholder Authentication | Full | | Cardholder Authentication Event | Full | | Cash Sale | Full | | Cash Sale Refund | Full | | Check | Full | | Close Work Orders | Full | | --- | --- | | Copy Budgets | Full | | Count Inventory | Full | | Create Allocation Schedules | Full | | Create Inventory Counts | Full | | Credit Card | Full | | Credit Card Refund | Full | | Credit Memo | Full | | Credit Returns | Full | | Currency Revaluation | Full | | Customer Deposit | Full | | --- | --- | | Customer Refund | Full | | Deposit | Full | | Deposit Application | Full | | Distribute Inventory | Full | | EFT Status | Full | | Edit Forecast | Full | | Edit Manager Forecast | Full | | Edit Profile | Full | | Employee Commission Transaction | Full | | Employee Commission Transaction Approval | Full | | --- | --- | | Enter Completions | Full | | Enter Opening Balances | Full | | Enter Vendor Credits | Full | | Establish Quotas | Full | | Expense Report | Full | | Finance Charge | Full | | Find Transaction | Full | | Fulfill Orders | Full | | Generate Price Lists | Full | | Generate Statements | Full | | --- | --- | | Import Online Banking File | Full | | Invoice | Full | | Invoice Approval | Full | | Invoice Sales Orders | Full | | Issue Components | Full | | Item Receipt | Full | | Item Shipment | Full | | Journal Approval | Full | | Make Journal Entry | Full | | Mark Work Orders Built | Full | | Mark Work Orders Firmed | Full | | Mark Work Orders Released | Full | | Matching Rules for Online Banking | Full | | Opportunity | Full | | Override Estimated Cost on Transactions | Full | | Override Payment Hold | Full | | Partner Commission Transaction | Full | | Partner Commission Transaction Approval | Full | | Pay Bills | Full | | Pay Sales Tax | Full | | Personal Banking Information | Full | | Post Vendor Bill Variances | Full | | Purchase Order | Full | | Quote | Full | | Receive Order | Full | | Receive Returns | Full | | Reconcile | Full | | Refund Returns | Full | | Return Authorization Approval | Full | | Return Authorization | Full | | Revalue Inventory Cost | Full | | Sales Order | Full | | Sales Order Approval | Full | | Set Up Budgets | Full | | Statement Charge | Full | | System Journal | Full | | Track Time | Full | | Transfer Funds | Full | | Transfer Inventory | Full | | Transfer Order | Full | | Transfer Order Approval | Full | | Unbuild Assemblies | Full | | Vendor Bill Approval | Full | | Vendor Payment Approval | Full | | Vendor Payment Status | Full | | Vendor Return Authorization Approval | Full | | Vendor Return Authorization | Full | | Vendor Returns | Full | | View Gateway Asynchronous Notifications | Full | | View Online Bill Pay Status | Full | | View Payment Events | Full | | View Payment Result Previews | Full | | Work Order | Full | | Work Order Close | Full | | Work Order Completion | Full | | Work Order Issue | Full |