We currently house our expense reporting in Concur and then there is an Integration point Concur > Workato > NetSuite to drop into NetSuite Expense Reports. We need to develop a process to update the Expense Report Line items that are marked billable.
I have the process built and the issue I am running into is updating the line level once the new record was created to confirm it was created.
Workato sits on a different role than the role I use and we gave it full Expense Report permissions. I can confirm that myself and Workato are able to edit Expense Reports.
CSV Import
To Test out to make sure I could update line level, I followed these directions and it worked successfully to mark those lines. The only problem was that It re-created the LIne Numbers when I used the Ref Number. I cant use Line Number due to line number being the same for many when the import from Concur Happens. I think that's ok but I'll have to review further.
Update Custom Fields per Line Item in Expense Reports by CSV Import (custhelp.com)
Workato
When I try to update the Report from the line using Workato, I get that I need to put Currency and Amount in because Multi-Currency is checked. I am not updating those because I just need to update the one field.
Has anyone had success updating a line without recreating the Entire Expense Sublist or developed a workaround?
