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Table of Contents

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NBP Exchange Rate Integration

To deploy the exchange rate integration script:

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Vendor Whitelisting

To deploy the scripts deployed in the vendor record:

Script Deployment

Upon installation, the scripts for the on-demand and scheduled whitelisting must be properly deployed to ensure that the feature works as expected. Below are the steps administrators need to take to deploy the vendor whitelisting feature fully:

Deploy/Undeploy On-Demand Whitelisting on Vendor

To deploy the On-Demand Whitelisting on the Vendor Record:

1. Go to Customization > Scripting > Scripts.

2. Search for a script named [STA] UE PL Vendor Whitelisting (id: customscript_ue_sta_vendorwhitelisting)

3. Click the View link next to the script.

4. Navigate to the Deployment subtab and view the deployment for the Vendor record.

5. Edit the deployment record and make the necessary adjustments:

   1. Deployed - Check the box to deploy the script.

   2. Status - Select the Released status as default.

   3. Execute As Role - Select the [STA-PL] Admin Role as default.

   4. Roles - Check the Select All box.

   5. Employees - Check the Select All box.

6. Click the Save button.

7. Go to Customization > Scripting > Scripts.

8. Search for a script named [STA] CS SL PL Vendor Whitelisting (id: customscript_cssl_pl_vendorwhitelisting)

9. Click the View link next to the script.

10. Navigate to the Deployment subtab and view the deployment record.

11. Edit the deployment record and make the necessary adjustments:

    1. Deployed - Check the box to deploy the script.

    2. Status - Select the Released status as default.

    3. Execute As Role - Select the [STA-PL] Admin Role as default.

    4. Roles - Check the Select All box.

    5. Employees - Check the Select All box.

12. Click the Save button.

Deploy/Undeploy On-Demand Whitelisting on Transaction

To deploy the Scheduled Whitelisting on the vendor record:

1. Go to Customization > Scripting > Scripts.

2. Search for a script named [STA] UE PL Vendor Whitelisting (id: customscript_ue_sta_vendorwhitelisting)

3. Click the View link next to the script.

4. Go Navigate to the Deployment subtab

5. Set the following:

   1. Applies To = Vendor

   2. Deployed = Check

   3. Status = Released

6. and view the deployment for the Vendor Bill record.

7. Edit the deployment record and make the necessary adjustments:

   1. Deployed - Check the box to deploy the script.

   2. Status - Select the Released status as default.

   3. Execute As Role - Select the [STA-PL] Admin Role as default.

   4. Roles - Check the Select All box.

   5. Employees - Check the Select All box.

8. Click the Save button.

9. Repeat Steps 1-6 for each of the following transaction records:

   1. Purchase Order

   2. Vendor Credit

10. Go to Customization > Scripting > Scripts.

11. Search for a script named [STA] SL PL Vendor Whitelisting (id: customscript_sl_pl_vendorwhitelisting)

12. Click the View link next to the script.

13. Navigate to the Deployment subtab and view the deployment record.

14. Edit the deployment record and make the necessary adjustments:

    1. Deployed - Check the box to deploy the script.

    2. Status - Select the Released status as default.

    3. Execute As Role - Select the [STA-PL] Admin Role as default.

    4. Roles - Check the Select All box.

    5. Employees - Check the Select All box.

15. Click the Save button.

Deploy/Undeploy Scheduled Whitelisting on Vendor

To deploy the map/reduce scriptthe scheduled whitelisting on the vendor record:

1. Go to Customization > Scripting > Scripts.

2. Search for a script named [STA] MR PL Vendor Whitelisting (ID: customscript_mr_sta_pl_vendorwhitelist).

3. Click the Edit View link next to the script

4. Navigate to the Deployment subtab and view the deployment record.

5. Edit the deployment record and make the necessary adjustments:

   1. Set Status: to Scheduled

   2. Define the desired recurrence schedule:

      1. Daily event

      2. Start Date / Start Time

      3. Repeat

      4. End By

      5. No End DateSelect Daily Event

      6. Repeat Every is set to 1 by default, but you may change this to any other value if you do not wish to run the script daily.

      7. Enter the Start Date and Start Time

      8. Define whether the schedule will end on a certain date by entering an End By date value,

      9. Or having the schedule run indefinitely by checking the No End Date field.

   3. Optionally, configure any of the following fields:

      1. Priority - Available options are High, Standard, and Low. The default option is Standard. This field determines the urgency of the script processing. The higher the priority of the script run, the higher up the queue it will be included.

      2. Concurrency Limit - Determines the number of job queues that can be used to process runs of this script. The default option is 1. Depending on your licensing agreement with NetSuite, you may have other values available. You should only increase this value if regular vendor whitelisting is at the top of your priority list and several thousands of vendors are eligible for regular checks. Otherwise, please keep this value to 1.

      3. Yield After Minutes - This is a soft time limit on how long a script can run before yielding. The default value is 60 minutes. You can enter any value from 3-60. It is highly suggested that this is kept at 60. Only reduce the value if necessary.

      4. Buffer Size - This value determines how many records can be processed in parallel before information about the job’s progress is saved to the database. A low Buffer Size minimizes the risk of any records being processed twice. The default value is 1. It is generally suggested to leave this value to 1 unless special circumstances dictate otherwise.

6. Click the Save button.

Deploy/Undeploy Scheduled Whitelisting on Transactions

To deploy the scheduled whitelisting on transaction records:

1. Go to Customization > Scripting > Scripts.

2. Search for a script named [STA] MR PL Vendor Whitelisting By Trxn (ID: customdeploy_mr_sta_pl_vw_by_trxn)

3. Click the View link next to the script

4. Navigate to the Deployment subtab and view the deployment record.

5. Edit the deployment record and make the necessary adjustments:

   1. Set Status to Scheduled

   2. Define the desired recurrence schedule:

      1. Select Daily Event

      2. Repeat Every is set to 1 by default, but you may change this to any other value if you do not wish to run the script daily.

      3. Enter the Start Date and Start Time

      4. Define whether the schedule will end on a certain date by entering an End By date value,

      5. Or having the schedule run indefinitely by checking the No End Date field.

   3. Optionally, configure any of the following fields:

      1. Priority - Available options are High, Standard, and Low. The default option is Standard. This field determines the urgency of the script processing. The higher the priority of the script run, the higher up the queue it will be included.

      2. Concurrency Limit - Determines the number of job queues that can be used to process runs of this script. The default option is 1. Depending on your licensing agreement with NetSuite, you may have other values available. You should only increase this value if regular vendor whitelisting is at the top of your priority list and several thousands of vendors are eligible for regular checks. Otherwise, please keep this value to 1.

      3. Yield After Minutes - This is a soft time limit on how long a script can run before yielding. The default value is 60 minutes. You can enter any value from 3-60. It is highly suggested that this is kept at 60. Only reduce the value if necessary.

      4. Buffer Size - This value determines how many records can be processed in parallel before information about the job’s progress is saved to the database. A low Buffer Size minimizes the risk of any records being processed twice. The default value is 1. It is generally suggested to leave this value to 1 unless special circumstances dictate otherwise.

6. Click the Save button.

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Send an email to support@staria.com for questions or concerns regarding this topic.