2
Setting up the Role and Permissions for NetSuite
Updated: June 18, 2020
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Log in using Access Tokens
*So
me of the above permissions are dependent on the feature enabled in
NetSuite (e.g., Subsidiaries, Department, Class, Location, Tax Schedules) and/or
may not be required depending on the level of integration with Concur (e.g.,
Bills, Projects, Vendors, Custom Lists).
3. If da
ta is imported to NS as Expense Reports, Expense Categories need to be created
in NetSuite (NS). Click Setup > Accounting > Expense Categories. These are
associated to the appropriate GL account.
4. If
users are set up as Employees in NS, Expense Reports need to be enabled Click
Setup > Company > Enable Feature > Employees tab.
5. An E
mployee Record should be created called Concur, Integration with the email
address set to concurintegration@xxxx (XXXX is the company domain).
Please Note:
•
This needs to be a permanent account and does consume a general access
NetSuite user license.
•
This email address does not need to be created in the customer’s email
system as it is just an identifier for the Concur team.
6. Provide the Employee Record created with role access to the custom role created.
7. Pro
vide Concur with the NetSuite Account ID. This information is found by navigating
to Setup > Integration > Web Services Preferences.
8. Ple
ase complete the steps described in: Creating an Access Token for NetSuite
document and provide the information listed below.
*If using a Sandbox to test, please create a separate set of access tokens. The values
for the fields below need to be unique between the Sandbox and Production
environments.
