Entity Bank Details Installation & Set-up

note if you do not have payables installed, please skip this step the entity bank details (ebd) bundle, combined with the standard netsuite vendor and employee records, will store all the information needed to submit payments you can add or view this vendor payment information after installation by going to setup > entity bank details > overview entity bank details (ebd) installation instructions install entity bank details bundle from 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) important 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 manage bundle access suitelets the administrator has full access to the entity bank details bundle 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 in the type drop down, select suitelet in 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 suitelet description entity bank details, overview granting users access to this script allows them to view the overview page this permission, along with 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 stay on this page for the next steps manage bundle access restlets on the script deployments page, apply the following filters in the type drop down, select restlet in 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 restlet description 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, or deletions, as well as who initiated the change and when entity bank details, settings this restlet should come with pre enabled access for all roles granting users access to this script will allow them to view 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 also come with pre enabled access for all roles add employee roles by selecting the appropriate employee, department, and/or role you would like to assign then, select save manage bundle access user events on the script deployments page, 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 user event description 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 manage bundle access 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 note the owner of the custom record, which defaults 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 being used after selecting edit , go to the permissions tab → custom record → locate the search box in the bottom row use the search box to find and set the correct permission level for entity bank details (fi) (level view) view allows a user to view records create allows a user to view and create records edit allows a user to view, create, and edit records full allows a user to view, create, edit, approve, and delete records this permission level is required to approve any changes made to vendor or employee records next, navigate to the permissions tab → setup → locate the search box in the bottom row use the search box to find and set the permission set up company (level view) required for the overview page and is used for the ebd settings restlet to access the company information page within the permissions tab, select lists > locate the search box in the bottom row use the search box to find the following permission employees (level view) required to approve or view the history page for employee records then, select save 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 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 note the fields that appear on this page are dependent on the method, country, and currency selected warning all vendor and employee bank details, along with all history logs, are stored within the entity bank details bundle in your netsuite environment if this bundle is uninstalled, all of this data will be permanently deleted to prevent data loss, you must export your data before uninstalling please use the export feature on the import/export page to save all your records and history logs visit payment requirements docid\ qfkfdv3uegm5reglheczh for the corresponding payment requirements defining view only access to ebd following the steps below will provide users with view only access to entity bank detail records with no ability to add, edit, or delete user permissions setup 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 → locate the search box in the bottom row use the search box to find the following permission set up company (level view) required for the overview page and is used for the ebd settings restlet to access the company information page select save assign ebd record type 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 assign ebd overview script 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 to the script deployments page locate ebd event scripts navigate to 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 assign access to vendor bank details limit a user's access to only view the vendor's bank details with the entity bank details, event ( customdeploy fispan vbd event ) script 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 assign access to employee bank details limit a user's access to only view an employee's bank details with the entity bank details, event ( customdeploy fispan vbd event emp ) script 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 important view only access is not available for netsuite users who have more than one role defined, like a user with both the administrator and ap clerk roles this is a limitation within netsuite itself that fispan can't change