Overview
This guide walks you through the full setup process for enabling and using NetSuite Purchase Orders (POs) in Tropic. It combines integration setup, PO configuration, and workflow tasks into one place.
Step 1: Enable the NetSuite PO Add-On
- Reach out to your Tropic contact to confirm that the NetSuite PO add-on is included in your plan and enabled for your company before proceeding.
Step 2: Connect the NetSuite Integration
- Follow the Set Up the NetSuite Integration guide
- When connecting, make sure to:
- Select the PO integration feature.
- Ensure the PO role and permissions are correctly assigned in NetSuite.
Step 3: Configure Purchase Order Settings
- Once connected, a Purchase Orders tab will appear in Tropic settings.
- Use this tab to configure your PO setup.
Step 4: Test Your Purchase Order Connection
- Submit a test PO (purchase order) to validate the connection with NetSuite.
- Resolve any errors before moving forward.
Step 5: Add Required PO Tasks to Your Workflow
After confirming the setup works, add PO tasks into your workflows (typically at the same stage as routing for signature).
- Create Purchase Order: Assigned to the requestor.
- Validate GL Code and Approve Purchase Order: Assigned to finance/accounting to review coding and setup.
- Send Purchase Order to NetSuite: Assigned to finance/accounting for final check before sending.
➡️ For detailed instructions on configuring these tasks, see Workflow Tasks for Creating and Publishing POs to NetSuite.
⚠️ Note: POs flow into NetSuite already marked as approved. All approvals must happen in Tropic before submission.
Additional Resources
- For additional troubleshooting, visit the NetSuite Integration Troubleshooting Guide.
- For support, submit a ticket under NetSuite Configuration in Tropic Support.