Staria FlowAP SuiteApp

Bundle ID: 301105 Latest Bundle-Version: 3.2.4

 

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Overview

Staria's FlowAP SuiteApp automates the posting of incoming electronic bills, that are sent by e-invoicing operator/scanning services (pdf or paper bills), directly to NetSuite. FlowAP has an in-built Bill-to-PO or Bill-to-Item Receipt matching mechanism and automated new vendor record creation. Automated AP accrual posting is also included.

FlowAP offers flexible and easily configurable approval flows for different types of bills: bill/bill credit, stand-alone/linked, stock/non-stock items, bill matching to item receipt or not, bill’s amount inside/outside approval limits, etc. 

FlowAP Portal is a user-friendly and low-cost interface for handling bills.

Supported Process Areas

FlowAP covers the vendor bill part of the NetSuite Procure to Pay process:

  • Vendor bill and/or vendor credit conversion from e-document to NetSuite

  • Vendor bill matching to purchase order or item receipt

  • Purchase order, vendor bill, and vendor credit approval flow

Features

Features

Description

FlowAP document to bill conversion

Enables parsing of the incoming purchasing document XML files and convert them into Vendor Bills in NetSuite.

FlowAP bill validation

The PO to Bill or Item Receipt to Bill matching will validate the item rate and quantity differences against the defined tolerance limits by vendor or item. The bill will always be created from the E-document, either in Pending Approval status or Approved status. It will have the Approved status of there are no discrepancies or if they are within the defined tolerance limits.

FlowAP Approval Matrix

Approvers are defined in the FlowAP approval matrix. The approval hierarchy can be configured using various conditions.

FlowAP Portal

This gives the user the ability to review, approve or reject a purchase transaction even without the full access role.

FlowAP Monitor

A monitoring tool for incoming purchasing e-documents. This will help the user see the status of the documents and see any error details for failed conversions.

Process Chart

Approval Scenarios

Prerequisites

Features

  • Setup > Company > Enable Features > SuiteCloud:

    • Custom Records

    • Client SuiteScript

    • Server SuiteScript

    • SuiteFlow

    • Token-Based Authentication

  • Setup > Company > Enable Features > Partners:

    • Partner Relationship Management

  • Setup > Company > Enable Features > Access

    • Partner Access or Advanced Partner Access

The SuiteApp only support NetSuite OneWorld accounts.

Bundle

Before installing the shared bundle to the client make sure that the pre-required bundles are installed.

Bundle Name

Bundle ID

Notes

NetSuite SuiteApps License Client

116144

 

NetSuite Electronic Invoicing

436209

Starting from September 2023 onwards, the NetSuite Electronic Invoicing SuiteApp is no longer a pre-requisite.

Bundle is free for one country if vendors sending bills will be located in a single country only (usually never the case).

  • For free use, you must select a country in the "E-Document Country for Free Use" field on the Company Information page, under Setup > Company. Ensure that the country you indicated is the same country where you will send e-documents to, and the same default billing country of the vendors you will be receiving e-documents from.

  • For paid license (if vendors are located in more than one country), provide the details to Staria’s salesperson so they can coordinate about the estimate for the customer from NetSuite (Account Manager). NetSuite then should enable e-invoicing for multiple countries in the respective customer's account

NetSuite Electronic Bank Payments

416781

In order to create Entity Bank Details

It is recommended to update your NetSuite Electronic Bank Payments SuiteApp to the latest version.

Limitations

  • Nexus using Tax Groups is not supported.

  • The FlowAP conversion only supports UBL 2.1 Invoice XML schema. The UBL 2.1 (Universal Business Language) standard provides a set of predefined codes for the InvoiceTypeCode element, which specifies the type of invoice being issued. The following are supported InvoiceTypeCode values:

    1. 380 - Commercial invoice: The most common type of invoice used for general business transactions.

    2. 381 - Credit note: Used to correct or cancel a previously issued invoice.

 

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