Entity Bank Details Installation & Set-up

if you do not have payables installed, please skip this step notice all entity bank details for both vendors and employees alongside all history logs are stored in your netsuite environment please ensure you are regularly exporting your entity bank detail records and your history logs to prevent any potential loss, such as through uninstallation of the bundle entity bank details bundle, in combination with the standard netsuite vendor and employee record, will store all information required to submit payments via the bundle this vendor payment information can be added/viewed after the installation by going to setup → entity bank details → overview note all data is permanently deleted from the entity bank details bundle if this bundle is uninstalled please use the export feature on the import/export page to export all data before uninstallation entity bank details installation instructions step 1 install entity bank details bundle on the homepage go to customization → suitebundler → search and install bundles search for entity bank details or by bundle id 323878 select the hyperlinked bundle name entity bank details select install to review the bundle, then select install again to confirm select ok when the dialog appears and wait for the bundle to install (this may take a few moments) if you receive an error stating " you have not been granted access to the bundle " upon attempting installation, please reach out to fispan support our team may need to whitelist your netsuite account id before you are able to install the entity bank details bundle your account id can be found by navigating to setup → company → company information step 2a bundle access management suitelets the administrator has full access to the entity bank details bundle in order to allow access to other users and departments, follow these steps go to customization → scripting → script deployments on the script deployments page, apply the following filters on the type drop down, select suitelet on the api version drop down, select 2 1 a suitelet is a custom front end netsuite page each of the suitelets listed corresponds to a page in the entity bank details bundle select edit on each of the following script deployment suitelets you wish to edit entity bank details, overview granting users access to this script will allow them to view the overview page this permission alongside the entity bank details, settings restlet is required to access the overview page entity bank details, import/export granting users access to this script will allow them to view the import/export page entity bank details, history granting users access to this script will allow them to view the history page entity bank details, settings granting users access to this script will allow them to view the settings page to enable and disable approvals entity bank details, approvals granting users access to this script will allow them to view the approvals page to approve record changes add employee roles by selecting the appropriate, employee, department and/or role you would like to assign then, select save remain on the script deployments page for the next step step 2b bundle access management restlets on the same script deployments page from the previous steps, apply the following filters on the type drop down, select restlet on the api version drop down, select 2 1 a restlet is used to define custom restful integrations to netsuite and in the context of the entity bank details bundle, is mainly used for handling the import and export processes select edit on each of the following script deployment restlets you wish to edit entity bank details, import service granting users access to this script will allow them to import a csv of bank account information into the entity bank details bundle entity bank details, export service granting users access to this script will allow them to export a csv of bank account information from the entity bank details bundle entity bank details, history log export granting users access to this script will allow them to export a csv history log of all changes made to any records stored within the entity bank details bundle this history log tracks any edits, additions, deletions, and also who initiated the change and when entity bank details, settings this restlet should come with access pre enabled for all roles granting users access to this script will allow them to access the overview page this permission alongside the entity bank details, overview suitelet is required to access the overview page entity bank details, analytics this restlet should come with access pre enabled for all roles add employee roles by selecting the appropriate, employee, department and/or role you would like to assign then, select save step 2c bundle access management user events on the same script deployments page from the previous step, apply the following filters on the type drop down, select user event on the api version drop down, select 2 1 a user event is a type of script that is executed when someone performs certain actions on records, such as create, load, update, copy, delete, or submit select edit next to the script deployment user event entity bank details, event (record type = vendor) this user event script allows users/roles to add or update vendor bank account information entity bank details, event (record type = employee) this user event script allows users/roles to add or update employee bank account information add employee roles by selecting the appropriate, employee, department and/or role you would like to assign then, select save step 2d bundle access management custom records go to setup → users/roles → manage roles then, select edit for the role for which you would like to grant access to the entity bank details bundle records the owner of the custom record, which is defaulted to the user who installed the entity bank details bundle, will always have full access to the record regardless of the entity bank details permission level assigned to the role begin used after selecting edit , go to the permissions tab → custom record → select the search box in the bottom row use the search box to find the following permission entity bank details (fi) – required to view the entity bank details tab (level full) “view” will enable a user to view records “create” will enable a user to view and create records “edit” will allow user to view, create and edit records “full” will allow a user to view, create, edit, approve and delete records please note, "full" is required to approve changes made to vendor or employee records next, navigate to the permissions tab → setup → select the search box in the bottom row use the search box to find the following permission set up company required for the overview page and is used for the ebd settings restlet to access the company information page (level view) within the permissions tab, select lists > select the search box in the bottom row use the search box to find the following permission employees required to approve or view the history page for employee records (level view) then, select save step 3 storing bank information using the main navigation, go to setup → entity bank details → overview select between viewing vendors or employees by selecting the tabs above the table by default, this page opens up to show vendors first select view for the desired vendor or employee select add button create an optional label and select the appropriate payment method, country, and currency then, fill out the required fields for the specified payment method and mark the record as “ primary ” then, select save the fields that appear on this page are dependent on the method, country, and currency selected defining view only access to ebd following the below steps will provide users with view only access to entity bank detail records with no ability to add, edit, or delete go to setup → users/roles → manage roles select edit for the role for which you would like to grant access to the entity bank details bundle records go to the permissions tab → setup → select the search box in the bottom row use the search box to find the following permission set up company required for the overview page and is used for the ebd settings restlet to access the company information page (level view) select save navigate to customization → lists, records, & fields → record types under the edit column, select entity bank details (fi) ( custom record vendor bank details ) on the custom record type page that opens up, select the permissions tab here you can define which roles can have "full" or "view" access select the role of your choice, and then assign view as the access level on the level column select save next, navigate to customization → scripting → script deployments apply the following filters and parameters on the type drop down, select suitelet on the api version drop down, select 2 1 select edit beside entity bank details, overview ( customdeploy fispan vbd overview ) under the audience tab, select any number of roles, subsidiaries, employees, departments, groups, or partners that require access select save , and return back to the script deployments page ( customization → scripting → script deployments ) apply the following filters and parameters on the type drop down, select user event on the api version drop down, select 2 1 for limiting access to view a vendor's bank details select “edit” beside entity bank details, event ( customdeploy fispan vbd event ) under the audience tab, select any number of roles, subsidiaries, employees, departments, groups, or partners that require access select save for limiting access to view an employee's bank details select “edit” beside entity bank details, event ( customdeploy fispan vbd event emp ) under the audience tab, select any number of roles, subsidiaries, employees, departments, groups, or partners that require access select save view only access is not available to users who have multiple defined roles in their netsuite company, i e user has both administrator and ap clerk roles this is a limitation of netsuite and cannot be adjusted by fispan