NetSuite Invoice Sync to Salesforce Financial Record
An invoice transaction in NetSuite creates a bill for goods, services (or both) sold to a customer when payment is not received at the time of delivery. The invoice indicates terms of payment that specify payment is to be received. Each invoice consists of multiple line items with corresponding sales amounts that add up to the total amount of the invoice. Companies that bill costs back to customers can identify billable costs, mark them up, and add them to invoices.
About the Invoice Sync
NetSuite is the source of truth for all information related to invoices. The Invoice sync sends invoice information from NetSuite to Salesforce. This sync updates financial records in Salesforce with changes made in NetSuite to invoices. The invoice-related information in Salesforce is only for reference. Any the Financial records in Salesforce are read-only.
The Invoice sync is triggered when the following conditions are met:
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If a Sales Order is generated in NetSuite when the Opportunity sync is invoiced, the NetSuite Invoice record is synced to Salesforce as a read-only custom Financial record of the type Invoice.
Note:Invoice records created in NetSuite for Sales Orders which did not originate in Salesforce as a Closed Won Opportunity are not synced back to Salesforce.
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If an Invoice that was previously synced to Salesforce is updated, those updates will trigger a sync to update the corresponding Salesforce Financial record of type Invoice.
For successful Invoice syncs, you will see Operation Succeeded in NetSuite. In addition, custom fields in the NetSuite Invoice object, the Salesforce Invoice ID will have a Salesforce Financial Id, and the sync status will be Completed.
The following tables show the mapping between NetSuite Invoice fields and Salesforce Financial fields to ensure that identical data is maintained in both applications.
Invoice Fields Mapping
|
NetSuite Invoice Fields |
Salesforce Financial Fields |
|---|---|
|
account |
Oracle_account__c |
|
balance |
Oracle_Balance Due__c |
|
createdfrom |
CreatedById |
|
Customer |
OwnerId |
|
discounttotal |
Oracle_discount_total__c |
|
duedate |
Oracle_due_date__c |
|
handlingcost |
Oracle_handling_total__c |
|
memo |
Oracle_memo__c |
|
shippingcost |
Oracle_shipping_total__c |
|
status |
Oracle_transaction_status__c |
|
subtotal |
Oracle_subtotal__c |
|
terms |
Oracle_terms__c |
|
total |
Oracle_total__c |
|
trandate |
Oracle_transaction_date__c |
|
tranid |
Oracle_transaction_Id__c |
Lookups Invoice Fields Mapping
|
NetSuite Invoice Fields |
Salesforce Financial Fields |
|---|---|
|
currency |
CurrencyIsoCode |
Invoice Sync Triggers
By default, NetSuite invoices are synced immediately to Salesforce when created or updated. You can choose from the following Invoice sync triggers:
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Sync immediately when the invoice is created (default)
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Sync when the Salesforce Flag to Post field is selected on each invoice
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Sync when a specific invoice field meets a defined criterion
If you want to apply the defined condition to record updates, you need to check the Also apply criteria on record updates box.
The invoice sync trigger needs to be defined with the invoice's association to other records. The option chosen below will be validated together with the sync triggers to decide whether the Invoice would be synced to Salesforce. You can choose from any of the following options:
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Sales Order was created from an Opportunity - Syncs the invoice when the invoice is created from a sales order which is associated to a Salesforce Opportunity. Customer and Subsidiary should already be part of Salesforce as Account and Subsidiary.
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Sales Order was created in NetSuite - Syncs the invoice/cash sale when the invoice is created from a sales order which may or may not be associated with a Salesforce Opportunity. Customer and Subsidiary should already be part of Salesforce as Account and Subsidiary.
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Linked to a Salesforce Account - Syncs the invoice when the invoice exists in NetSuite and is of a Customer who is already associated with a Salesforce Account. Subsidiary should already part of Salesforce. The invoice may or may not be associated with a Sales Order or even a Salesforce Opportunity.
-
Linked to a Subsidiary - Syncs the invoice when the invoice exists in NetSuite and is associated with a Subsidiary that is already part of Salesforce. The invoice may or may not be associated with a Sales Order or even a Salesforce Opportunity.