ELEVATING FINANCE CAPABILITIES WITHIN NETSUITE SYSTEMS

The Client

Our client, which has a strong presence in Mexico, has positioned itself as a four-star partner and the second-largest NetSuite partner in the country. As a dedicated provider of excellent customer service with over 50 successful NetSuite implementations, their request for aid centered around their NetSuite-based projects.

More specifically, they wanted to focus on Finance & Accounting modules, tasking us with the following:

Working Within an Established Ecosystem

A solution aimed at automating vendor payments and capable of being integrated into Banamex payment processing requires a suite of robust tools – all of which are within the NetSuite ecosystem.

Understanding this, we leveraged NetSuite 2.0 Script Framework as our scripting tool, which allowed us to create custom logic for various processes like data mapping, saved searches, and error handling. Furthermore, we were able to set rules and automate complex workflows validating the data we were extracting.

We leveraged SuiteCloud IDE to build, test, and release customizations into NetSuite, ensuring consistency throughout the development cycle. Additionally, we utilized a series of scripts to process the large datasets that needed digesting and mapped NetSuite fields to Banamex’s PL1024 layout, making it possible to upload that data correctly to a server.

Custom NetSuite records and fields were developed to store vital information such as processing errors and payment logs. Meanwhile, we used Suitelet scripts to deliver vendor payment selection and review pages for front-end and user-interaction purposes. This allows users to interact with the system quickly.

Robust Results

In tandem, these tools delivered the intended experience. The custom scripting capabilities empowered us to develop a system that is able to generate vendor payments derived from specific standards. Features like saved search permitted users to filter and select outstanding vendor invoices by subsidiary, date range, or payment account. Among this, our Map/Reduce scripts dealt with data extraction, leading to payment methods and amount accuracy.

Our work was key in enabling data preparation, file handling, and error management for Banamex integration. Consequently, this, along with our other scripts and record-keeping solutions, allowed the client to manage any prospective proceedings intuitively.

The solution we developed improved the client's financial operations and positioned itself to be further enhanced in the future. As a result of our work, the client is seeing improvements in efficiency and accuracy due to the system automation features and better user control. Furthermore, with it seamlessly integrated with Banamex’s payment server, sending payments has also been streamlined, achieving its intended goal.