--- title: Step 14: Installing Entity Bank Details Bundle slug: svb/step-14-installing-entity-bank-details-bundle description: To set up Payables, you will need to install the plugin bundle and store vendor and entity bank details in NetSuite. docTags: bSho0M8HRjDvZq9EBIWDy createdAt: 2022-08-02T17:53:06.000Z --- :::hint{type="info"} **NOTE: **If you do not have Accounts Payable 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 :::::WorkflowBlock ::::WorkflowBlockItem ### Install Entity Bank Details Bundle From the homepage, go to **Customization → SuiteBundler → Search and Install Bundles**. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Y8NfqfNk-jS_nzc3WuwXZ_image.png" size="80" width="750" height="813" position="center" caption="Go to Search & Install Bundles" showCaption="true"} Search for **Entity Bank Details **or by Bundle ID **323878**. Select the hyperlinked bundle name, **Entity Bank Details**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/n0Lzt7kNp4AImkwgHoQFP_image.png" size="80" width="2872" height="618" caption="Entity Bank Details bundle" position="center" showCaption="true"} Select **Install** to review the bundle, then select **Install** again to confirm. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/5u9ozHVxk2BlnJW2gxxgF_image.png" size="80" width="1944" height="806" caption="Install Bundle page" position="center" showCaption="true"} Select **OK** when the dialog appears and wait for the bundle to install (this may take a few moments). :::hint{type="warning"} **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**. ::: :::: :::WorkflowBlockItem ### 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**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/5rrN7Q6f2ti42CtBae5WC_image.png" size="80" width="750" height="378" caption="Go to Script Deployments" position="center" showCaption="true"} On the Script Deployments page, apply the following filters: - In the **Type** dropdown, select **Suitelet** - In the **API Version** dropdown, 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 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/1j12lRiO3hsCNgQ6YU5oi_image.png" size="80" width="2876" height="653" caption="Filter for Suitelets on API Version 2.1" position="center" showCaption="true"} Then, select **Save**. Stay on this page for the next steps. ::: :::WorkflowBlockItem ### Manage Bundle Access - RESTlets On the Script Deployments page, apply the following filters: - In the **Type** dropdown, select **RESTlet.** - In the **API Version** dropdown, 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/zvizuezh6ebl653rFJ5kt_image.png" size="80" width="2874" height="596" caption="Select Edit on the the Script Deployment" position="center" showCaption="true"} Then, select **Save**. ::: :::WorkflowBlockItem ### Manage Bundle Access - User Events On the Script Deployments page, apply the following filters: - On the **Type** dropdown, select **User Event.** - On the **API Version** dropdown, 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/9sPbcAb3nbiRE4lgnf8qa_image.png" size="80" width="2874" height="598" caption="Filtering for User Events on API Version 2.1" position="center" showCaption="true"} Then, select **Save**. ::: ::::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Xh1pa0EBTL5eAu4fvXg9Q_image.png" size="70" width="970" height="1360" caption="Go to Manage Roles" position="center" showCaption="true"} :::hint{type="info"} **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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/xPIImYzzWXHjoqGV3l0I6_image.png" size="80" width="2844" height="1170" caption="Search and Select Entity Bank Details" position="center" showCaption="true"} 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**. :::: ::::WorkflowBlockItem ### 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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Q7yY2cWbRkvPXpFZbuVde_image.png" size="80" width="2860" height="550" caption="Select View for the desired Vendor or Employee" position="center" showCaption="true"} Select **Add**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/cMtwhNv_I6zlndnTFwnAx_image.png" size="80" width="2864" height="572" caption="Select Add" position="center" showCaption="true"} 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**. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/-7SlTaysYbiXySpIcbB3a_screenshot-2024-04-01-at-23032-pm.png" size="74" width="2168" height="810" position="center" caption="Select Save" showCaption="true"} Then, select **Save**. :::hint{type="info"} **NOTE:** The fields that appear on this page are dependent on the method, country, and currency selected. ::: :::: ::::: :::hint{type="danger"} **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. :::