Who this is for: Freedom Solar AP reviewers coding vendor bills into NetSuite.

What's new: Every bill line is now coded to a NetSuite Project, and picking the project auto-fills the Class and Location for you.

Why this matters

Bills used to have their Class and Location set by hand. Now, once you choose the Project on a bill, the system:

• codes every line to that Project (the "Customer" column in NetSuite),
• sets the Class from the project type (Residential / Commercial / Service), and
• sets the Location from the project's market (pulled from Project Sunrise).

You just confirm it looks right and post.

Recognizing a Project ID

Freedom project numbers come in three shapes:

💡 You can type the number or the customer's name in the picker. If you type the long form (SER-539, COM-1194), it still finds the NetSuite project (S539, C1194).

Step 1 — Open a bill

From Inbox → Needs review, click a bill to open the editor. The invoice PDF is on the left; the NetSuite bill form is on the right. The Project field sits in the coding row, just under Class / Location / Approver.

Step 2 — Set the Project (applies to the whole bill)

1. Click the Project field.
2. Type the project number or customer name (at least 2 characters).
3. Pick the matching project — each row shows PROJECT ID — Customer Name.