Installing the 3-Way Match Bundle

Abstract

For NetSuite administrators using SquareWorks Automate, installing the 3-Way Match bundle is a key first step toward streamlining invoice verification. The 3-Way Match feature compares vendor bills against related purchase orders and item receipts, reducing manual review and minimizing the risk of overpayment. This setup ensures invoice accuracy and supports compliance and auditing efforts. A typical use case might involve matching a vendor bill to a PO and receipt to ensure quantities and pricing align before approving payment.

This article provides step-by-step instructions for installing the SquareWorks Automate 3-Way Match bundle in your NetSuite account.

Installing the 3-Way Match Bundle

Before installing the 3-Way Match bundle, you’ll need to find it in NetSuite’s SuiteBundler tool. Using the correct search keyword ensures that you retrieve the right listing for installation.

The steps below ensure you properly activate the 3-Way Match functionality in your environment.

1. Begin by logging into NetSuite with an Administrator role to ensure you have the necessary permissions:

   

2. To access the install options, navigate to the Customization menu from the top navigation bar in NetSuite, hover over SuiteBundler, and then click on Search & Install Bundles:

   

3. Once the search interface is open, to locate the right bundle on the Search and Install Bundles page, enter SquareWorks into the Keywords field and press Search:

   

4. When the results appear, look for the listing titled SQW Automate: 3-Way Match with Bundle ID 325035. This bundle ID is consistent across all environments:

   

5. To begin the installation process, click the title of the bundle (SQW Automate: 3-Way Match) to open the Bundle Details page:

   

   Then, click the Install button:

   

6. Next, to understand future update capabilities, review the warning message indicating that SquareWorks can push updates automatically to your account. Click the OK button to proceed with the installation:

   

7. Once the Preview Bundle Install page appears, review the list of bundle components and click the Install Bundle button again to confirm your choice:

   

   Go ahead and confirm that you want to install a bundle again by clicking the OK button:

   

This concludes the process of installing the 3-Way Match bundle in a NetSuite account using SquareWorks Automate.