Adding a Third Party to Transactions

Some vendor-buyer transactions require third parties, such as a payee or tax representative. In NetSuite, you can add multiple entities as third parties to invoices and credit memos and assign a role to each entity.

To make an entity available as a third party, check the Available as Third-Party on Transactions box on the entity record.

To add a third party to an invoice or credit memo:

1. Open an invoice or credit memo.

2. On the Invoice Configuration subtab, select Third Party Record subtab.

3. From the Third-Party Entity column, select an entity.

   Note:

   Only entities with the Available as Third-Party on Transactions box checked are available.

4. From the Third-Party Role column, select the role to assign to the entity.

5. Click Save.

You can also add a third party from the Third Party Record page.

To add a third party from the Third Party Record page:

1. Open an invoice or credit memo.

2. On the Invoice Configuration subtab, select the Third Party Record subtab.

3. Click New Third Party Record.

4. From the Third-Party Entity list, select an entity.

   Note:

   Only entities with the Available as Third-Party on Transactions box checked are available.

5. From the Third-Party Role list, select the role to assign to the entity.

6. Click Save.

If a role isn't available to select you can create a new third party role (optional) using the Third Party Role List popup window.

To create a new third party role (optional):

1. Open an invoice or credit memo.

2. On the Invoice Configuration subtab, select Third Party Record subtab.

3. From the Third-Party Role column, click the plus icon.

4. On the Third Party Role List popup window, in the Name field, enter the name of the role.

   You can also enter the name in the Name column next to the required language.

5. Click Save.

General Notices