Credit Mapping Group

Use the Credit mapping group to export information on credit (negative invoice) records in SuiteProjects Pro to credit memo transaction records in NetSuite. 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 imported by default includes the internal IDs of the customer and the invoice being credited in NetSuite, credit reason, and date. Filters are supported.
Additional Field Mappings — There are no specific guidelines for custom field mapping definitions in this mapping group.

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`]
Credit Memo [`CreditMemo`] Schema: CreditMemo (2020.1)\|CreditMemo (2023.1) XSD: tranCust (2020.1)\|tranCust (2023.1) XSD (pullback): `TransactionSearchRowBasic` — platformCommon (2020.1)\|platformCommon (2023.1)	Invoice [`invoice`] with negative `total` Data Dictionary: invoice	Credit Memo [`CREDIT_TO_CREDIT_MEMO`]

NetSuite Record type [SOAP object]

SuiteProjects Pro Record Type [table]

Mapping Group [Integration point]

Credit Memo [CreditMemo]

Schema: CreditMemo (2020.1)|CreditMemo (2023.1)

XSD: tranCust (2020.1)|tranCust (2023.1)

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

Invoice [invoice] with negative total

Data Dictionary: invoice

Credit Memo [CREDIT_TO_CREDIT_MEMO]

Default and Custom Filters

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

The credit (negative invoice) is approved in SuiteProjects Pro. Invoice approvals must be enabled for your SuiteProjects Pro account.
The invoice must be a credit invoice — Invoice.total is negative.
The credit (negative invoice) was not already exported — Invoice.exported is empty.
The NetSuite Credit Memo ID [netsuite_credit_memo_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 Credit mapping group tab.

NetSuite Field	SuiteProjects Pro Field	Notes
`CreditMemo.entity`	Looked up SuiteProjects Pro field value — `Customer.netsuite_customer_id__c` for the customer with `Customer.id` equal to `Invoice.customer_id` on the credit invoice. `Project.netsuite_project_id__c` for the project with `Project.id` equal to `Invoice.project_id` on the credit invoice.	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.
`CreditMemo.tranDate`	`Invoice.date` on the credit invoice.	—
`CreditMemo.createdFrom`	Looked up SuiteProjects Pro field value — `Invoice.netsuite_invoice_id__c` on the original invoice referenced by `Invoice.original_invoice_id` on the credit invoice	Active only when the credit invoice record was created using the Credit and Rebill Invoices optional feature in SuiteProjects Pro. In this case, the credit invoice references the original invoice that was credited (`Invoice.original_invoice_id`).
`CreditMemo.memo`	Looked up SuiteProjects Pro field value — `Invoice.credit_reason` on the original invoice referenced by `Invoice.original_invoice_id` on the credit invoice `Invoice.credit_reason` on the credit invoice `="Created from SuiteProjects Pro credit invoice <name>."`, where `<name>` is `Invoice.name` on the credit invoice	The Memo field on the NetSuite credit memo is set to the Credit Reason on the original invoice when the credit invoice record was created using the Credit and Rebill Invoices optional feature in SuiteProjects Pro, or on the credit invoice otherwise. If the Credit Reason is empty, the Memo field is set to "Created from SuiteProjects Pro credit invoice <name>."
`CreditMemo.job`	Looked up SuiteProjects Pro field value — `Project.netsuite_project_id__c` for the project with `Project.id` equal to `Invoice.project_id` on the credit invoice	Not visible on mapping definition table 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 credit invoice in SuiteProjects Pro
`CreditMemo.subsidiary`	Looked up SuiteProjects Pro field value — `Project.netsuite_subsidiary_id__c` for the project with `Project.id` equal to `Invoice.project_id` on the credit invoice	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 and there is no original invoice to source the subsidiary information from.
`CreditMemo.custbody_oa_neg_invoice_internal_id`	`Invoice.id`	Not visible on mapping definition table Active only if the Verify credit (negative invoice) export box is checked in the Autorecovery section of the NetSuite Connector administration form. See Verify credit (negative invoice) export. When you export a new credit (negative invoice) record from SuiteProjects Pro to NetSuite, the SuiteProjects Pro Neg. Invoice ID [`custbody_oa_neg_invoice_internal_id`] custom field on the NetSuite credit memo record is set to the internal ID of the credit (negative invoice) in SuiteProjects Pro.
`Transaction.internalId`	`Invoice.netsuite_credit_memo_invoice_id__c` on the credit invoice	Not visible on mapping definition table [Pullback] When you export a new credit invoice record from SuiteProjects Pro to NetSuite, SuiteProjects Pro stores the internal ID of the NetSuite credit memo in the NetSuite Credit Memo ID [`netsuite_credit_memo_invoice_id`] custom field on the credit invoice. This custom field is used to link the SuiteProjects Pro and NetSuite records for future updates and matching record associations.
—	`Invoice.exported` on the credit invoice	Not visible on mapping definition table SuiteProjects Pro adds a timestamp on the credit invoice 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 SuiteProjects Pro Credit (negative invoice) box is checked on the Send SuiteProjects Pro Credits (Negative Invoices) as NetSuite Credit Memos export workflow settings form. [Pullback] The tax amount calculated in NetSuite is imported back into SuiteProjects Pro. See Import taxes applied to exported SuiteProjects Pro Credit (negative invoice).
—	`Invoice.total`	Not visible on mapping definition table Active only if the Import taxes applied to exported SuiteProjects Pro Credit (negative invoice) box is checked on the Send SuiteProjects Pro Credits (Negative Invoices) as NetSuite Credit Memos export workflow settings form. See Import taxes applied to exported SuiteProjects Pro Credit (negative invoice). [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 SuiteProjects Pro Credit (negative invoice).
—	`Invoice.balance`	Not visible on mapping definition table Active only if the Import taxes applied to exported SuiteProjects Pro Credit (negative invoice) box is checked on the Send SuiteProjects Pro Credits (Negative Invoices) as NetSuite Credit Memos export workflow settings form. See Import taxes applied to exported SuiteProjects Pro Credit (negative invoice). [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 SuiteProjects Pro Credit (negative invoice).

NetSuite Field

Direction

SuiteProjects Pro Field

Notes

CreditMemo.entity

Looked up SuiteProjects Pro field value —

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

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.

CreditMemo.tranDate

Invoice.date on the credit invoice.

—

CreditMemo.createdFrom

Looked up SuiteProjects Pro field value —

Invoice.netsuite_invoice_id__c on the original invoice referenced by Invoice.original_invoice_id on the credit invoice

Active only when the credit invoice record was created using the Credit and Rebill Invoices optional feature in SuiteProjects Pro. In this case, the credit invoice references the original invoice that was credited (Invoice.original_invoice_id).

CreditMemo.memo

Looked up SuiteProjects Pro field value — Invoice.credit_reason on the original invoice referenced by Invoice.original_invoice_id on the credit invoice
Invoice.credit_reason on the credit invoice
="Created from SuiteProjects Pro credit invoice <name>.", where <name> is Invoice.name on the credit invoice

The Memo field on the NetSuite credit memo is set to the Credit Reason on the original invoice when the credit invoice record was created using the Credit and Rebill Invoices optional feature in SuiteProjects Pro, or on the credit invoice otherwise. If the Credit Reason is empty, the Memo field is set to "Created from SuiteProjects Pro credit invoice <name>."

CreditMemo.job

Looked up SuiteProjects Pro field value —

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