Invoice Line Mapping Group

Additional Guidelines About Settings Impacting Field Mapping

Review the following guidelines:

• If the Combine charges by services on invoices box is checked on the Invoices (Invoices) export workflow settings form, charges are combined by Invoice line items listed on the Items subtab are rolled up by project [ InvoiceItem.job], if there are line items associated with more than one project in the invoice, and by service item [InvoiceItem.item] under each project. Each line item on the NetSuite invoice Items sublist combine multiple charges on the SuiteProjects Pro invoice with the following summary information:

  • InvoiceItem.quantity — Total quantity across all charges for the same service item in the same project.

  • InvoiceItem.amount — Total amount across all charges for the same service item in the same project.

  • InvoiceItem.rate — Combined rate calculated based on the total amount and total quantity across all charges for the same service item in the same project.

  • InvoiceItem.description — Descriptions from all charges for the same service item in the same project, separated by a line break.

• If the Customer POs (Sales Orders) import workflow is enabled:

  • Charges referencing a customer PO are combined by sales order line item and not by services. This includes charges of type T, F, O. I also includes charges of type E if the Enable expense charge linkage with sales order lines box is checked on the Invoices (Invoices) export workflow settings form.

  • If the Create billing rules for NetSuite discount and markup lines on sales orders box is checked on the Invoices (Invoices) export workflow settings form:

    • If the charge is a header discount (the NetSuite Sales Order Header Discount Customer PO [Customerpo.netsuite_sales_order_header_discount_po] box is checked on the customer PO record), the charge information is used to set the Discount Item [Invoice.discountItem] and Discount Rate [Invoice.discountRate] on the invoice header.

    • If the charge is a line discount (the NetSuite Sales Order Line Discount Customer PO [Customerpo.netsuite_sales_order_line_discount_po] box is checked on the customer PO record), the Quantity InvoiceItem.quantity is removed.

  • If the Create billing rules for NetSuite discount and markup lines on sales orders box is checked on the Invoices (Invoices) export workflow settings form, additional discount or markup lines are created then rolled up together with charges referencing a customer PO by sales order line item.

  • The Quantity and Rate on the invoice line item are adjusted to ensure that the referenced sales order line can be closed. This takes into account any charges associated with the customer PO that were already exported.

  • If the Adjust quantity based on % invoiced for time charges related to NetSuite sales order lines with quantities that do not reflect hours box is checked on the Invoices (Invoices) export workflow settings form and the Calculate Quantity From % Invoiced [Customerpo.netsuite_sales_order_quantity_is_not_hours] box is checked on the Customer PO record, the Quantity and Rate on the invoice line item are calculated as a percentage of the amount on the sales order line. See Adjust quantity based on % invoiced for time charges related to NetSuite sales order lines with quantities that do not reflect hours.

  • If the Always respect the NetSuite sales order customer and project when exporting invoices box is checked on the Invoices (Invoices) export workflow settings form, the InvoiceItem.job mapping is not active (the information is copied from the sales order instead). See Always respect the NetSuite sales order customer and project when exporting invoices.

  • Invoice line items in NetSuite reference the sales order line item

    NetSuite Field	Direction	SuiteProjects Pro Field	Notes
    InvoiceItem.orderLine		Looked up SuiteProjects Pro field value — Customerpo.netsuite_sales_order_line_id__c for the customer PO with Customerpo.id equal to Slip.customerpo_id	Not visible on mapping definition table Active only if the Customer POs (Sales Orders) import workflow is enabled. The internal ID of the internal ID of the sales order line in NetSuite

  • If the Initialize invoices from corresponding sales orders when exporting invoices to NetSuite box is checked on the Invoices (Invoices) export workflow settings form, the integration retrieves invoice information sourced from the sales orders in NetSuite and include this information when exporting invoices from SuiteProjects Pro to NetSuite. This is similar to the information sourced from the sales order when you click Next Bill to create an invoice from a sales order in the NetSuite UI. See Initialize invoices from corresponding sales orders when exporting invoices to NetSuite.

  • If the sales order line item references an item group instead of an item, the invoice item line also references this item group in InvoiceItem.item.