NetSuite Vendor List Export

Generating a NetSuite Vendor List with Spending Summary
Process
If your company uses NetSuite, you can generate vendor lists that include the spending
summary instead of having to track all of the information on your own.
Audience
MBDs and NetSuite AP personnel
Environment
The report is generated directly from the NetSuite website and downloaded to your computer as
an Excel file.
Requirements
The company’s login credentials are required to generate the report.
Deliverables
The exported Excel file is the deliverable.
Process
1. Log in to NetSuite using the company’s login.
2. Go to Reports > Purchases > Purchase by Vendor > Customize Summary.

Modify the following Report Builder data:
a. Enter the name in the Name field.

b. Select the fields that the report will include. Click on the + sign to view the fields
under the Vendor field

i. Vendor has the Alt. Phone field.
ii. Address Book is located under the last Vendor field and includes the
following information you will likely need.
1. Address 1
2. Address 2
3. City
4. State
5. Zip
As you add fields they appear on the right side of the screen.

4. Click Save to display the report. You can adjust the date range for the report and export
it to Excel so you can manipulate the data for easier data review.
a. Enter the date range, then click Refresh.
b. Click on the Excel icon to export the file

5. Open the Excel file, adjust the columns so that you can read all of the text, then save the
file to your desktop.