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. It doesn't 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 where you’re installing the SuiteApp needs access to the Administrator and Employee Center roles.
-
The SuiteApp requires the Advanced Financials module enabled in your account. To enable it, 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
-
If the Multi-Book Accounting feature is enabled, you must also enable the Extended Accounting Period Close Process feature. After you enable the feature, budget validation only works in the 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:
-
Go to the SuiteApps tab.
Note:The SuiteApps menu isn't available for the following centers:
-
Advanced Partner Center
-
Employee Center
-
Partner Center
-
Vendor Center
-
-
In the Search Apps field, enter Expense Commitments and Budget Validation SuiteApp.
-
Click the Expense Commitments and Budget Validation tile.
-
In the top right area of the Labor Expense Allocation SuiteApp details page, click Install.
Expense Commitments and Budget Validation is a managed SuiteApp and automatically updates whenever there are enhancements or new features.