Set payees up as dropship vendors

Set payees up as dropship vendors

To set up payees as dropship vendors, you first need to sync Tipalti with NetSuite. Then, use the payee settings to set a payee up as a dropship vendor. Once that’s done, you can upload the payee’s dropship invoices, and PO match their item fulfillments (IFs) to their purchase orders.

  1. Go to Administration > API integration.

  2. Click the Apps tab.

  3. In the App listing, click the 3-dot icon and select Configure.

  4. Complete the fields in the wizard.

  5. In step 3 of the wizard, Sync Preferences, from the Item fulfillments sync dropdown, select NetSuite to Tipalti .

  6. Click Sync.

  1. Log into your Oracle NetSuite account.

  2. Click Setup > Users/Roles > Manage Roles from the top menu.

  3. Scroll down to Tipalti Integration Role and click Edit.

  4. Click Permissions > Transactions from the top menu.

  5. Turn on these permissions and set them to Full:

    • Fulfill Orders

    • Item Fulfillment

    • Sales Order

  6. Click Save.

You can choose which of your payees need to be dropship vendors or not.

When a payee is set as a dropship vendor, all their 3-way invoices will show item fulfillments (IFs). When a payee is set to be a non-dropship vendor, all their 3-way invoices will show item receipts (IRs).

You can use the toggle in Payees to decide if the vendor uses IFs or IRs and switch between the two settings anytime. The unpaid invoices update based on the current setting.

  1. Click Payees in the left menu.

  2. Select a payee from the listings.

  3. Click the Settings tab.

  4. Scroll down to PO matchingThe process of matching goods and services from purchase orders to invoices (2-way matching), and receipts (3-way matching).

  5. Toggle right PO matching and select Match headers and lines.

  6. Toggle right 3-way matching.

  7. Select Fulfillment (dropship).

    8. You’re now ready to upload dropship invoices for PO matching.