Configuring Key Settings

Abstract

Advanced Vendor Onboarding allows administrators to streamline the vendor creation process by automatically prompting new vendors to provide their information, ultimately reducing manual data entry and improving compliance. This is particularly useful for organizations looking to standardize vendor data collection and reduce bottlenecks in vendor setup workflows. For instance, a company might use Advanced Vendor Onboarding to automatically send a customized onboarding form as soon as a vendor record is created, ensuring that necessary documentation and approvals are captured early in the process.

This article focuses on configuring key settings for Advanced Vendor Onboarding in NetSuite, covering how to enable the feature, specify a default new vendor form, and utilize the “Start Onboarding on Create” option. You will learn how to access these settings, why each configuration is important, and how to tailor them for your organization. By the end of this guide, you’ll understand how to set up vendor onboarding options and adjust your Advanced Form Builder settings to support customized form requirements.

Accessing Vendor Onboarding Settings

Before configuring Advanced Vendor Onboarding, you must access the settings page in NetSuite.

1. If you need to locate the configuration page for Advanced Vendor Onboarding, go to Setup from your NetSuite navigation menu, look for Advanced Vendor Onboarding, then select Settings:

   
2. If you want to make any changes to these settings, click the Edit button:

   

Enabling the Feature

Enabling Advanced Vendor Onboarding is the first step in activating the functionality within your NetSuite account.

1. If you plan to activate vendor onboarding capabilities, check the Enabled box in the Advanced Vendor Onboarding Settings page:

   
2. Once you confirm that you want to allow the onboarding process to run, click Save to finalize your changes:

   

   Note: If you disable the feature by unchecking this box later, Advanced Vendor Onboarding will cease functioning until re-enabled.

Defining the Default New Vendor Form

Specifying a default new vendor form ensures that each new vendor request is associated with the correct data collection form, streamlining the onboarding process.

1. If you want every new vendor to be prompted with a pre-built questionnaire, use the dropdown menu labeled New Vendor Form to select AVO New Vendor Form (or another custom form, if applicable):

   
2. Once you decide on the default form, click Save to store your preference:

   

   Note: You can create and customize additional forms later under the Advanced Form Builder Settings to address specific organizational needs. This default form will be sent automatically whenever a new vendor record is created unless a different form is specified.

Using the “Start Onboarding on Create” Setting

When you enable the “Start Onboarding on Create” checkbox, new vendors are immediately assigned an onboarding status of In Progress, eliminating the need for manual intervention to begin the onboarding process.

1. If you want newly created vendors to skip the onboarding manager’s approval step, check the Start Onboarding on Create box on the Settings page:

   
2. Once you confirm you would like the vendor record to enter In Progress automatically, click Save to apply the preference:

   

   Note: If you prefer a more controlled approach, leave this box unchecked so that an onboarding manager can manually update the vendor’s status when ready.