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

Customization → SuiteBundler → Search and Install Bundles

 when the pop up box appears and wait for the bundle to install (this may take a few moments).

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:

Customization → Scripting → Script Deployments

On the Script Deployments page, apply the following filters:

 is a custom front-end NetSuite page. Each of the Suitelets listed corresponds to a page in the Entity Bank Details bundle. 

 on each of the following script deployment Suitelets you wish to edit:

Add employee roles by selecting the appropriate, employee, department and/or role you would like to assign. Then, select 

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:

 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.

 on each of the following script deployment 

Step 2C: Bundle Access Management - User Events

On the same Script Deployments page from the previous step, apply the following filters:

 is a type of script that is executed when someone performs certain actions on records, such as create, load, update, copy, delete, or submit.

 next to the script deployment User Event:

Step 2D: Bundle Access Management - Custom Records

 for the role for which you would like to grant access to the Entity Bank Details bundle records.

. Use the search box to find the following permission:

Select between viewing Vendors or Employees by selecting the tabs above the table. By default, this page opens up to show Vendors first.

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 “

Following the below steps will provide users with view-only access to Entity Bank Detail records with no ability to add, edit, or delete.

Customization → Lists, Records, & Fields → Record Types

On the Custom Record Type page that opens up, select the 

 tab. Here you can define which roles can have "Full" or "View" access.

Select the role of your choice, and then assign 

 as the access level on the Level column.

Apply the following filters and parameters:

 tab, select any number of roles, subsidiaries, employees, departments, groups, or partners that require access

, and return back to the Script Deployments page (

For limiting access to view a Vendor's bank details:

For limiting access to view an Employee's bank details:

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Remittance Advice (NetSuite)

Entity Bank Details Installation & Set-up

BusinessDays

YourBank

MyBank

Viewing Entity Bank Details

SVB Go Link

Welcome

Untitled

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Setting Up Multi-Factor Authentication

Mapping Bank Accounts (NetSuite)

Setting Default Payment Information

Storing Vendor Payment Information

NetSuite Approval Limitations (Informational)

Updating the Bundle (NetSuite)