I was hoping to see an example PO. This video unfortunately still leaves me with a lot of questions such as is the Vendor on the PO the customer or is that my company? But then if it's my company what would I put in the subsidiary field? How do I set up an expense item? How do I see/enable the customer column/field on the PO? Why is the billable checkbox greyed out and is it meant to be per line item?
Those are some great questions! In NetSuite, terms are always from the perspective of your company. So the vendor on the PO is your company's vendor, the business you're purchasing something from. If you connect one of your subsidiaries to a vendor on the vendor record, then that subsidiary would be auto-populated on the PO when you select that vendor. To mark items or expenses as being billable on the PO, you would go to the Items tab. Under that tab, you'll see an Expenses subtab and an Items subtab. Once you add the item/expense here, there's an option in the sublist to check the line item as being billable. But you would need to connect the expense with a customer project (or job, depending on the terms set in your NetSuite account) in order for the billable box to be available. There's actually quite a lot at play in billing costs to customers. You need to have your vendor records set up, projects set up, and of course all the billable features and preferences set up. If you're interested in more in-depth NetSuite support, please reach out to us over on our website! 👉suiterep.com/pricing/
