NetSuite Payment Sync to Salesforce Financial Record
NetSuite offers many payment processing features. How you receive and record payments for invoices varies depending on the features enabled in your NetSuite account. When a customer remits payment for an invoice, apply the payment to the appropriate invoice in NetSuite.
About the Payment Sync
When a Salesforce Opportunity ultimately results in the payment of a NetSuite Invoice, the Payment sync sends information about a payment received for an invoice in NetSuite to the Salesforce Opportunity as a Salesforce Financial record of the type Payment. The Financial record in Salesforce is read-only.
The Payment sync is triggered when the following conditions are met:
-
If a payment is made for an invoice that resulted from a Salesforce Opportunity, the Payment record will be synced to Salesforce as a custom Financial record of the type Payment.
Note:Payment records created in NetSuite for Sales Orders which did not originate in Salesforce are not synced to Salesforce.
-
If a Payment that was previously synced to Salesforce is updated, those updates will trigger a sync to update the corresponding Salesforce Financial record of the type Payment.
For successful Payment syncs, you will see Operation Succeeded in NetSuite. In addition, for custom fields in the NetSuite Customer payment object, the Salesforce Customer Payment ID will have a Salesforce Financial Id, and the sync status will be Completed.
For Payment syncs, an Invoice .pdf file should be attached to the related tab of the Salesforce Financial Customer Payment type record.
If this sync fails, you will see an appropriate status message in both NetSuite and Salesforce.
The following tables show the mapping between NetSuite Payment fields and Salesforce Financial fields to ensure that identical data is maintained in both applications.
Payment Fields Mapping
|
NetSuite Payment Fields |
Salesforce Financial Fields |
|---|---|
|
account |
Oracle_account__c |
|
custbody_sfdc_invoice_number |
id |
|
trandate |
Oracle_transaction_date__c |
|
tranid |
Oracle_transaction_Id__c |
|
total |
Oracle_total__c |
|
status |
Oracle_transaction_status__c |
|
memo |
Oracle_memo__c |
|
id |
Oracle_netsuite_Id__c |
|
amountremainingtotalbox |
Oracle_Balance_Due__c |
Lookup Payment Fields Mapping
|
NetSuite Payment Fields |
Salesforce Financial Fields |
|---|---|
|
currency |
CurrencyIsoCode |
Customer Payment Sync Triggers
By default, NetSuite customer payments are synced immediately to Salesforce when created or updated. You can choose from the following Invoice sync triggers:
-
Sync immediately when the customer payment is created (default)
-
Sync when the Salesforce Flag to Post field is selected on each customer payment
-
Sync when a specific customer payment 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 customer payment 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 customer would be synced to Salesforce. You can choose from any of the following options:
-
Linked to an Invoice, Sales Order, and Opportunity - Syncs the customer payment 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.
-
Linked to an Invoice
-
Linked to a Salesforce Account - Syncs the customer payment 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 customer payment 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.