- What is the purpose of creating items for assignment to miscellaneous costs in the initial configuration screen? And how is this done if no items exist?
There are 4 'miscellaneous' costs that you can enter into the Purchase Order (PO) on the Procurify side. At the bottom of the PO, you can enter freight, discount, tax, and others. Since these are header level amounts (as opposed to line item level), if you enter anything in for these amounts in Procurify, they need to live somewhere once pushed over to NetSuite.
This configuration screen is asking: what item do I link each of these four costs to? And then along with it, what depart/class/location (if applicable) do I match these four costs to. Items that you choose here are typically created as "non-inventory for purchase" items, and they are tied to the actual general ledger account (via the 'Expense Account' field on the item record). You'd want each of these four cost types to debit on an eventual vendor bill.
Once a PO comes over with any or all of these costs on it, the integration will represent them on the NetSuite PO via these items. For the misc cost items, you'll need to create your own if it does not already exist. You'll create items that are tied to accounts relevant to those costs, i.e., if you have a Freight account, go ahead and create a 'Freight' item (or call it anything you prefer) that is tied to that account. These items should be non-inventory.