Sandbox Checklist (NetSuite)
If you're testing the plugin in a Sandbox environment, it's recommended to test a variety of scenarios. This will help you confirm that your setup is properly supported and functioning as expected.
Scenarios to Test
Below is a list of scenarios you may wish to test:
Vendor Setup
Modify or create two vendors for testing by following the Viewing Entity Bank Details (NetSuite) page: one as a company and one as an individual. Be sure to include bank details and an address for each.
Expected Outcome: These vendors will be used to test bill payment transmissions.
Bill Setup and Payment
Repeat this test scenario for each available payment rail.
Verify that each test vendor has the required payment details entered for their specific payment rail type (ACH, Wire, BACS, SEPA, etc.).
Create a bill, ensuring all mandatory fields are populated.
Go to Payments -> Vendor Bills in the plugin.
Select the bill you just created.
Select a payment method (skip if the vendor has a default method set).
Click Pay.
Expected Outcome: Once the payment is successfully sent, it should disappear from the Open Bills tab on the Pay Bills page.
If the payment remains on the page, go to the Failed Bills tab on the Payments → Vendor Bills screen, or view the payment status in the Payments → History page of the plugin.
Credit Memo Setup and Payment
NetSuite allows bill credits to be applied to a bill. To do this, go to Bill Credits -> New Transaction -> input all asterisked fields under the Expenses tab. Go to the Apply tab and select the bill that the credit should be applied to.
On the Pay Bills page, the remaining amount (the balance after applying credits) should appear under the Amount Due column. Pay this bill using any payment method.
Expected Outcome: The confirmation screen should show the credited amount.
Failed Bills
All bills will automatically show as successful after clicking Pay unless there is a customized NetSuite workflow applied.
To test the process for a failed bill, create a bill for $1991.00. Pay this bill on the Pay Bills screen.
Expected Outcome: The bill should automatically fail and remain on the Open Bills page. An error message should also appear on the Failed Bills screen.