Installing Expense Commitments and Budget Validation

This section includes the prerequisites and instructions for installing the Expense Commitments and Budget Validation SuiteApp.

Prerequisites

The SuiteApp is developed and tested for use primarily with NetSuite OneWorld. The SuiteApp also does not support non-OneWorld accounts.

For more information about NetSuite OneWorld, read Introduction to NetSuite OneWorld.

The following are the prerequisites for installing the SuiteApp:

• The account in which you are installing the SuiteApp must have access to Administrator role and Employee Center role.

• The SuiteApp requires the Advanced Financials module enabled in your account. To enable the Advanced Financials module, contact your NetSuite Account Manager.

• Enable the following features by going to Setup > Company > Enable Features. For more information, read Enabling Features.

  Subtab	Section	Feature
  Company	Classification	Departments Locations Classes
  	Projects	Projects Project Management - Required if you want to add project as a field for budget validation.
  	International	Multi-Language Multiple Currencies
  Accounting	Basic Features	Accounting A/P Accounting Periods Multiple Budgets
  	Advanced Features	Multiple Budgets
  Transactions	Basic Features	Purchase Orders
  Employees	Time & Expenses	Purchase Requests
  		Expense Reports
  Setup	Analytics Administrator	View
  	Custom Segments	View
  	Manage Accounting Periods	View
  Analytics	SuiteAnalytics Workbook	SuiteAnalytics Workbook
  Lists	Subsidiaries	View
  Transactions	Custom Budget	Edit
  Custom Records	Budget Control	View
  	Budget Preferences	View
  	Budget Version	View
  SuiteCloud	SuiteBuilder	Custom Records
  	SuiteScript	Client SuiteScript Server SuiteScript
  	SuiteGL	Custom Transactions Custom Segments
  	SuiteCloud Development Framework	SuiteCloud Development Framework

Note:

If the Multi-Book Accounting feature is enabled, you must also enable the Extended Accounting Period Close Process feature. After enabling the feature, the budget validation will only be supported in the Primary book.

Installation

Any role with access to the SuiteApp Marketplace in NetSuite can install the Expense Commitments and Budget Validation SuiteApp. For more information about the SuiteApp Marketplace, see SuiteApp Marketplace in NetSuite

To install the Expense Commitments and Budget Validation SuiteApp:

1. Go to the SuiteApps tab.

   Note:

   The SuiteApps menu is not available for the following centers:

   • Advanced Partner Center

   • Employee Center

   • Partner Center

   • Vendor Center

2. In the Search Apps field, enter Expense Commitments and Budget Validation SuiteApp.

3. Click the Expense Commitments and Budget Validation tile.

4. Go to the top right area of the Labor Expense Allocation SuiteApp details page and click Install.

The Expense Commitments and Budget Validation is a managed SuiteApp and is automatically updated whenever enhancements or new features are added.

Related Topics

• Expense Commitments and Budget Validation
• Roles and Permission for Expense Commitments and Budget Validation
• Setting Up Expense Commitments and Budget Validation
• Creating a Custom Budget in Expense Commitments and Budget Validation
• Using Budget Validation in Transactions

General Notices