Invoice Mapping Group

Use the Invoice mapping group to map invoice header information on the SuiteProjects Pro invoice record with invoice header information on the NetSuite invoice transaction record. The mapping group supports filters.

For reference information and best practice guidelines, review the following topics:

References — Overview of record types in SuiteProjects Pro and NetSuite with links to the relevant reference material for information about fields available for mapping.
Default and Custom Filters — Overview of default filters and how to modify the default behavior, and custom filters. Custom filters are supported for this mapping group.
Default Field Mappings — Overview of default field mapping definitions including notes and best practice guidelines where relevant. Information exported by default includes customer and project ID, invoice date, invoice number, service, rate, and amount information. Filters and pullbacks are supported.
Additional Field Mappings — Best practice guidelines for custom field mapping definitions. The workflow supports pullback field mappings, retrieving information from the record created in NetSuite back into SuiteProjects Pro.

References

The following table gives reference information about the records and fields available for custom field mapping definition with links to the relevant reference material. See also Schema Reference Documentation.

NetSuite Record type [`SOAP object`]	SuiteProjects Pro Record Type [`table`]	Mapping Group [`Integration point`]
Invoice [`Invoice`, `TransactionSearch` (pullback)] Schema: Invoice (2020.1)\|Invoice (2023.1) XSD: tranSales (2020.1)\|tranSales (2023.1) XSD (pullback): `TransactionSearchRowBasic` — platformCommon (2020.1)\|platformCommon (2023.1)	Invoice [`invoice`] Data Dictionary: invoice	Invoice [`INVOICE_TO_INVOICE`] Pullback row [`NS_INVOICE_TO_OA_INVOICE`]

NetSuite Record type [SOAP object]

SuiteProjects Pro Record Type [table]

Mapping Group [Integration point]

Invoice [Invoice, TransactionSearch (pullback)]

Schema: Invoice (2020.1)|Invoice (2023.1)

XSD: tranSales (2020.1)|tranSales (2023.1)

XSD (pullback): TransactionSearchRowBasic — platformCommon (2020.1)|platformCommon (2023.1)

Invoice [invoice]

Data Dictionary: invoice

Invoice

[INVOICE_TO_INVOICE]
Pullback row [NS_INVOICE_TO_OA_INVOICE]

Default and Custom Filters

By default, invoice records are exported from SuiteProjects Pro to NetSuite if the following conditions are met:

The invoice is approved in SuiteProjects Pro. Invoice approvals must be enabled for your SuiteProjects Pro account.
The invoice was not already exported — Invoice.exported is empty.
The NetSuite Invoice ID [netsuite_invoice_id] custom field is empty OR the Allow objects with a NetSuite ID to be exported during integration run box is checked on the NetSuite Connector administration form in SuiteProjects Pro. See Allow objects with a NetSuite ID to be exported during integration run.

Custom filters are supported for this mapping group. For more information about adding filter conditions, see Using Filters and Filter Definition.

Default Field Mappings

The following table describes the default field mapping definitions for the Invoice mapping group tab.

NetSuite Field	SuiteProjects Pro Field	Notes
`Invoice.entity`	Looked up SuiteProjects Pro field value — `Customer.netsuite_customer_id__c` for the customer with `Customer.id` equal to `Invoice.customer_id` `Project.netsuite_project_id__c` for the project with `Project.id` equal to `Invoice.project_id`	Not active if the Customer POs (Sales Orders) import workflow is enabled, the invoice is associated with a NetSuite sales order, and 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 information is copied from the sales order instead). See Always respect the NetSuite sales order customer and project when exporting invoices. The internal ID for: The NetSuite project record corresponding to the project associated with the charges in the invoice in SuiteProjects Pro, if the Project Management feature is not enabled for your NetSuite account and the Consolidate Projects on Sales Transactions box is not checked on the Accounting Preferences Items/Transactions subtab in NetSuite (Setup > Accounting > Preferences > Accounting Preferences). Note: If there are multiple projects associated with charges in the invoice, the NetSuite Project ID for the first project is used. The NetSuite customer record corresponding to the customer associated with the invoice in SuiteProjects Pro, otherwise.
`Invoice.custbody_oa_invoice_internal_id`	`Invoice.id`	Visible and always active if the Verify invoice export box is checked on the NetSuite Connector administration form in SuiteProjects Pro. See Verify invoice export.
`Invoice.tranDate`	`Invoice.date`	—
`Invoice.tranId`	`Invoice.number`	—
`Invoice.job`	Looked up SuiteProjects Pro field value — `Project.netsuite_project_id__c` for the project with `Project.id` equal to `Invoice.project_id`	Active only if Project Management feature is enabled for your NetSuite account and the Consolidate Projects on Sales Transactions box is not checked on the Accounting Preferences Items/Transactions subtab in NetSuite (Setup > Accounting > Preferences > Accounting Preferences). Not active if the Customer POs (Sales Orders) import workflow is enabled, the invoice is associated with a NetSuite sales order, and 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 information is copied from the sales order instead). See Always respect the NetSuite sales order customer and project when exporting invoices. The internal ID of the NetSuite project record corresponding to the project associated with the invoice in SuiteProjects Pro.
`Invoice.custbody_oa_invoice_number`	`Invoice.number`	The Number of the SuiteProjects Pro invoice is stored in both the Invoice # [`Invoice.tranId`] standard field and the SuiteProjects Pro: Invoice Number [`Invoice.custbody_oa_invoice_number`] custom field on the invoice in NetSuite. Note: If there are multiple projects associated with charges in the invoice, the NetSuite Project ID for the first project is used.
`Invoice.custbody_oa_ donotcreaterevenueelements`	`="true"`	Visible and active only if the Recognition Transactions (Custom Record: SPP: Revenue Transactions for ARM) and Recognition Rules (Custom Record: SuiteProjects Pro: Revenue Rules for ARM) export workflows are enabled. See Recognition Rules (Custom Record: SuiteProjects Pro: Revenue Rules for ARM) Export Workflow and Recognition Transactions (Custom Record: SPP: Revenue Transactions for ARM) Export Workflow.
`Invoice.currency`	`Invoice.currency`	Not visible on mapping definition table Active only if the Multiple Currency feature (or the Multi-Currency Customer feature, if available separately) is enabled for your NetSuite account.
`Invoice.exchangeRate`	`Invoice.netsuite_exchange_rate__c`	Not visible on mapping definition table Active only if the Multiple Currency feature is enabled for your NetSuite account, the Recognition transactions (Revenue Recognition Transactions) export workflow is enabled, and the Do not use SuiteProjects Pro project exchange rate on invoice and recognition transaction export is not checked on the NetSuite Connector administration form in SuiteProjects Pro. SuiteProjects Pro NetSuite Connector lets you set the NetSuite Project Exchange Rate [`Invoice.netsuite_exchange_rate`] — the exchange rate to use when exporting invoices and revenue recognition translations from SuiteProjects Pro to NetSuite.
`Invoice.custbody_oa_invoice_link`	Invoice short URL	Not visible on mapping definition table If the Enable the SuiteProjects Pro invoice link mapping to NetSuite box is checked on the workflow settings form, the short URL hyperlink to the SuiteProjects Pro Online invoice imports to a custom field on the NetSuite invoice record. See Enable the SuiteProjects Pro invoice link mapping to NetSuite.
`Invoice.createdFrom`	Looked up SuiteProjects Pro field value — `Customerpo.netsuite_sales_order_id__c` for the customer po associated with `Customerpo.id` equal to `Slip.customerpo_id` for charges of type `T`, `O`, and `F` in the invoice (and 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.	Not visible on mapping definition table Active only if the Customer POs (Sales Orders) import workflow is enabled and charges on the invoice reference a customer PO record. Important: The NetSuite Sales Order ID [`Customerpo.netsuite_sales_order_id__c`] must be the same for all charges in the invoice referencing a Customer PO, if any. The invoice is not be exported if multiple sales orders are referenced and an integration error is logged.
`Invoice.discountItem`	`InvoiceItem.item` for a discount item applied to the invoice header	Not visible on mapping definition table Active only if the Customer POs (Sales Orders) import workflow is enabled, the charge reference a customer PO record and the NetSuite Sales Order Header Discount Customer PO [`Customerpo.netsuite_sales_order_header_discount_po`] box is checked on the customer PO record.
`Invoice.discountRate`	`Slip.total` for a discount item applied to the invoice header	Not visible on mapping definition table Active only if the Customer POs (Sales Orders) import workflow is enabled, the charge reference a customer PO record and the NetSuite Sales Order Header Discount Customer PO [`Customerpo.netsuite_sales_order_header_discount_po`] box is checked on the customer PO record.
`Transaction.internalId`	`Invoice.netsuite_invoice_id__c`	Not visible on mapping definition table [Pullback] When you export a new invoice record from SuiteProjects Pro to NetSuite, SuiteProjects Pro stores the internal ID of the NetSuite invoice in the NetSuite Invoice ID [`netsuite_invoice_id`] custom field. This custom field is used to link the SuiteProjects Pro and NetSuite records for future updates and matching record associations.
—	`Invoice.exported`	Not visible on mapping definition table SuiteProjects Pro adds a timestamp for the date and time the record was exported.
`Transaction.taxTotal` if the SuiteTax feature is enabled for your NetSuite account `Transaction.custbody_oa_invoice_tax_amt`, otherwise	`Invoice.tax`	Not visible on mapping definition table Active only if the Import taxes applied to exported invoices box is checked on the Invoicxes (Invoices) export workflow settings form. [Pullback] The tax amount calculated in NetSuite is imported back into SuiteProjects Pro. See Import taxes applied to exported invoices.
—	`Invoice.total`	Not visible on mapping definition table Active only if the Import taxes applied to exported invoices box is checked on the Invoicxes (Invoices) export workflow settings form. [Pullback] The tax amount calculated in NetSuite is added to the total amount for the invoice in SuiteProjects Pro. See Import taxes applied to exported invoices.
—	`Invoice.balance`	Not visible on mapping definition table Active only if the Import taxes applied to exported invoices box is checked on the Invoicxes (Invoices) export workflow settings form. [Pullback] The tax amount calculated in NetSuite is added to the total amount for the credit invoice in SuiteProjects Pro. See Import taxes applied to exported invoices.

NetSuite Field

Direction

SuiteProjects Pro Field

Notes

Invoice.entity

Looked up SuiteProjects Pro field value —

Customer.netsuite_customer_id__c for the customer with Customer.id equal to Invoice.customer_id
Project.netsuite_project_id__c for the project with Project.id equal to Invoice.project_id

Not active if the Customer POs (Sales Orders) import workflow is enabled, the invoice is associated with a NetSuite sales order, and 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 information is copied from the sales order instead). See Always respect the NetSuite sales order customer and project when exporting invoices.

The internal ID for:

The NetSuite project record corresponding to the project associated with the charges in the invoice in SuiteProjects Pro, if the Project Management feature is not enabled for your NetSuite account and the Consolidate Projects on Sales Transactions box is not checked on the Accounting Preferences Items/Transactions subtab in NetSuite (Setup > Accounting > Preferences > Accounting Preferences).

Note:
If there are multiple projects associated with charges in the invoice, the NetSuite Project ID for the first project is used.
The NetSuite customer record corresponding to the customer associated with the invoice in SuiteProjects Pro, otherwise.

Invoice.custbody_oa_invoice_internal_id

Invoice.id

Visible and always active if the Verify invoice export box is checked on the NetSuite Connector administration form in SuiteProjects Pro. See Verify invoice export.

Invoice.tranDate

Invoice.date

—

Invoice.tranId

Invoice.number

—

Invoice.job

Looked up SuiteProjects Pro field value —

Project.netsuite_project_id__c for the project with Project.id equal to Invoice.project_id

Active only if Project Management feature is enabled for your NetSuite account and the Consolidate Projects on Sales Transactions box is not checked on the Accounting Preferences Items/Transactions subtab in NetSuite (Setup > Accounting > Preferences > Accounting Preferences).

The internal ID of the NetSuite project record corresponding to the project associated with the invoice in SuiteProjects Pro.

Invoice.custbody_oa_invoice_number

Invoice.number

The Number of the SuiteProjects Pro invoice is stored in both the Invoice # [Invoice.tranId] standard field and the SuiteProjects Pro: Invoice Number [Invoice.custbody_oa_invoice_number] custom field on the invoice in NetSuite.

Note:

If there are multiple projects associated with charges in the invoice, the NetSuite Project ID for the first project is used.

Invoice.custbody_oa_ donotcreaterevenueelements

="true"

Visible and active only if the Recognition Transactions (Custom Record: SPP: Revenue Transactions for ARM) and Recognition Rules (Custom Record: SuiteProjects Pro: Revenue Rules for ARM) export workflows are enabled.

See Recognition Rules (Custom Record: SuiteProjects Pro: Revenue Rules for ARM) Export Workflow and Recognition Transactions (Custom Record: SPP: Revenue Transactions for ARM) Export Workflow.

Invoice.currency