Link a Moss invoice or card transaction to an existing NetSuite Purchase Order, so NetSuite can match your exported spend to the right PO automatically.
Who can do this: Admins, Internal Accountants, External Accountants
Moss natively supports 3-way matching (PO, receipt, invoice) inside Moss. This feature connects that match to NetSuite: when you tag an invoice or card transaction with a Purchase Order and export it, NetSuite links the resulting bill to that PO instead of creating an unlinked one.
How to enable this
We have enabled necessary permissions in SuiteApp on a NetSuite marketplace. All you need to do is uninstall and re-install the connector to NetSuite.
Alternatively, you can add "PO" related permissions to a Moss role – contact your admin to do this.
Set up Purchase Order matching
Go to 'Settings' > 'Accounting' > 'Dimensions'.
Click the 'Add / Import dimension' button. Note: PO dimension — select the Purchase Order dimension type from the list. [VERIFY UI LABEL — exact name of the PO entry in the dimension picker was not confirmed against a live screenshot]
Click 'Sync now' to pull your open Purchase Orders in from NetSuite. Only Purchase Orders that already exist in NetSuite can be synced. Create the PO in NetSuite first if it isn't there yet.
Match an invoice or card transaction to a PO
Open the invoice or card transaction and go to its pre-accounting details.
Select the relevant Purchase Order from the 'Purchase Order' field. [VERIFY UI LABEL]
Submit or approve the item as usual.
Export the invoice or card transaction to NetSuite. The exported bill is now linked to the Purchase Order you selected, instead of being created as a standalone, unmatched bill.
Note: Purchase Order matching currently works with the NetSuite integration only.