NetSuite integration: Bill payment classification script

Overview and purpose

This guide will walk you through the complete process of installing the NetSuite bundle and configuring segmentation for various transaction types. You'll learn how to properly set up and understand the source of segmentation data for each transaction.

This bundle will fix the Please enter value(s) for: Location/Account/Vendor/Department sync error that occurs when customers require segmentation on transaction headers.

Installing the NetSuite bundle

Step 1: Access bundle installation

Navigate to Customization > SuiteBundler > Search & Install Bundles in your NetSuite account.

Step 2: Install the bundle

Search for Bundle 557743, and click Install to add it to your NetSuite environment.

Step 3: Verify installation

After installation completes, verify that all bundle components are properly installed by checking Customization > SuiteBundler > List.

Step 4: Configuration for checks and journal entries

If this bundle will be used to set segmentation on Checks (Statement Payments) or Journal Entries (Cashback / Foreign Exchange Gain and Loss) you will need to set default segmentation on the Subsidiary record. This bundle will add three fields:

1. Setup → Company → Subsidiaries → List
2. Click Edit on one of the Subsidiaries
3. Set a Default Department , Default Location , and/or Default Class fields based on your requirements
4. Click Save

This will need to be done for each subsidiary used in Ramp.

Locating the script record

1. Navigate to Customization → Scripting → Scripts
2. Filter by Bundle ID 557743
3. Click View on the script Ramp | Set Header Segmentation
4. Click on the Deployments subtab

Once you are here, you can open each transaction type in a new tab to complete configuration and deployment.

Ramp to NetSuite mapping reference

Use this to help understand which transactions you should deploy the script on.

1. Ramp Reimbursements ↔ Vendor Bill & Vendor Payment
2. Ramp Purchase Order ↔ Purchase Order
3. Ramp Invoices ↔ Vendor Bill & Vendor Payment
4. Ramp Statement Payment ↔ Check
5. Anything else ↔ Journal Entry

Note: Transactions should already sync segmentation to the header level.

Configuring script deployment by transaction type

Purchase orders

Configuration Steps:

• Ensure the script is deployed and released to the Purchase Order record
• Ensure that the script is targeting the correct employee that is associated with the Ramp Integration under the Audience subtab
• Ensure that the fields required are enabled on the Script Deployment record script parameters subtab

Segmentation Source: Purchase Order source segmentation from the first line of either the Expense or Item sublist - prioritizing the Item sublist.

Vendor bills

Configuration Steps:

• Ensure the script is deployed and released to the Vendor Bill record
• Ensure that the script is targeting the correct employee that is associated with the Ramp Integration under the Audience subtab
• Ensure that the fields required are enabled on the Script Deployment record script parameters subtab

Segmentation Source: Vendor Bills source segmentation from the first line of either the Expense or Item sublist - prioritizing the Item sublist.

Vendor payments

Configuration Steps:

• Ensure the script is deployed and released to the Vendor Payment record
• Ensure that the script is targeting the correct employee that is associated with the Ramp Integration under the Audience subtab
• Ensure that the fields required are enabled on the Script Deployment record script parameters subtab

Segmentation Source: Vendor Payments source segmentation from the header of first Vendor Bill associated with it.

Vendor credits

Configuration Steps:

• Ensure the script is deployed and released to the Vendor Credit record
• Ensure that the script is targeting the correct employee that is associated with the Ramp Integration under the Audience subtab
• Ensure that the fields required are enabled on the Script Deployment record script parameters subtab

Segmentation Source: Vendor credits source segmentation from the first line of either the Expense or Item sublist - prioritizing the Item sublist.

Journal entries

Configuration Steps:

• Ensure the script is deployed and released to the Journal Entry record
• Ensure that the script is targeting the correct employee that is associated with the Ramp Integration under the Audience subtab
• Ensure that the fields required are enabled on the Script Deployment record script parameters subtab
• Ensure that the expected default values are set on the Subsidiary record

Segmentation Source: Journal Entry default segmentation will be sourced from the Subsidiary associated with that transaction.

Checks

Configuration Steps:

• Ensure the script is deployed and released to the Check record
• Ensure that the script is targeting the correct employee that is associated with the Ramp Integration under the Audience subtab
• Ensure that the fields required are enabled on the Script Deployment record script parameters subtab
• Ensure that the expected default values are set on the Subsidiary record

Segmentation Source: Check default segmentation will be sourced from the Subsidiary associated with that transaction.