The Walmart - NetSuite integration app's billing flows, NetSuite Order to NetSuite Invoice Add and NetSuite Order to NetSuite CashSale Add, create invoices or cash sales in NetSuite for the Walmart sales orders already there. These flows work only within NetSuite and don't send or receive anything from Walmart. This article helps you choose between invoices and cash sales, and configure and run the billing flows.
Choose invoices or cash sales
Create invoices for orders with an open balance that Walmart settles through its settlement process. This is the recommended option. Record an order as a cash sale only if the payment was settled at the time of the transaction, for example by check, credit card, or cash.
Which record NetSuite creates depends on the sales order's Payment Method, under Billing > Payment. If Payment Method has a value, a cash sale is created, whatever the value. If it's empty, an invoice is created.
Configure and run the billing flows
- In the integration app, go to Settings > Billing.
- In NetSuite saved search for auto-billing orders, select the saved search that finds the Walmart orders to bill.
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In Auto-bill orders in NetSuite when the status is, select the order status at which orders are billed:
- Pending Billing: Orders are billed after they're shipped to the customer. This is the recommended option.
- Pending Fulfillment: Orders are billed before they're shipped.
- Select Save. The saved search results in NetSuite follow the status you selected.
- Go to Flows > Billing, and turn on NetSuite Order to NetSuite Invoice Add for invoices, or NetSuite Order to NetSuite CashSale Add for cash sales.
- Select Run for the flow.
The Walmart orders are billed as invoices or cash sales in NetSuite.
Note: If you change the billing status in the saved search in NetSuite, that change overrides the status selected in the integration app.