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Demonstration: turns incoming invoices into matched, duplicate-checked vendor bills — every bill waits for your approval before it is created.
Automate vendor bill processing with review controls. This Automation is a demonstration, not a controlled path for posting bills to NetSuite. It bills against a purchase order only when the order has one open item line whose quantity, rate and amount match the invoice exactly; any other purchase order stops for manual entry. Move invoice intake through a visible sequence of extraction, account checks, review, and bill creation. This automation accepts vendor bill requests through its configured form, chat, or email entry points and checks whether the input is suitable for AP processing. The steps extract invoice details, look up the vendor, check for a purchase order, and investigate possible duplicates. Separate approval paths cover a new vendor, a bill associated with a purchase order, a standalone bill, and a duplicate override. Missing preflight information or a rejected approval stops the relevant action. Approved record creation uses the exact reviewed details and checks the resulting NetSuite record. File upload and attachment capabilities require the Erstan NetSuite Add-on when used. The included payables Skill supports the account checks. Adding the template creates an editable draft; review the entry points, connections, and approvals before publishing it for wider use. Business area: Accounts Payable · Type: Automation

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What’s included

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Pinned tools

  • er_file_load
  • er_ns_files_create
  • er_ns_records_attach_file
  • ns_createRecord
  • ns_getRecord
  • ns_getRecordTypeMetadata
  • ns_getSubsidiaries
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL

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Included skills

  • NetSuite Intelligence Library
  • NetSuite Payables & Procurement

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Trust and governance

Supported NetSuite actions include er_ns_files_create, er_ns_records_attach_file, ns_createRecord. The Agent’s approval steps, tool policies, and your NetSuite permissions control when these actions can run. Adding the template does not execute these actions. All activity is captured in a full audit trail, agents use your existing NetSuite roles and permissions, and your data is never used to train models. Works with: NetSuite