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Sync your first settlement report to NetSuite

Gogula R Bhavana
Updated
  1. Procure Amazon-NetSuite Integration app Premium (previously "Enterprise") license if you do not already have one. You can only leverage settlement flows with the premium (previously "enterprise") edition of the Amazon - NetSuite Integration App
  2. Download and save the Settlement Report you wish to upload from your Amazon account into your hard drive. For more information see, How to Download a Settlement Report in Settlement.
  3. Navigate to the Integration App settings page in the integrator.io, from the Settlement section turn on the following integration flows using the Off/On toggle option:
    • Amazon Settlement Report to NetSuite Add
    • NetSuite Settlement Transaction to NetSuite Payment Add
    • NetSuite Settlement Transaction to NetSuite Refund Add
    • NetSuite Settlement Summary Report Update
  4. Click Settings and from the General tab, select Enable test Mode.
  5. From the Settings > Settlement, select the appropriate values for the fields in the Summary, Payment, and Refund tab:
  6. From the Billing section, turn on the NetSuite Order to NetSuite Invoice Add flow to create the invoices for orders imported in Amazon.

Sync settlement report to NetSuite

  1. Click the Run Now button against the Amazon Settlement Report to NetSuite Add flow. A window is displayed which allows you to upload the settlement report file on your local machine.
  2. Navigate to the settlement report you wish to upload and click Open.
  3. The Amazon Settlement Report to NetSuite Add flow is automatically triggered in the Dashboard page.
  4. Once the flow runs successfully, you can see the Success column to know about the total number of custom records created by the Integration App in NetSuite. When you run the Amazon Settlement Report to NetSuite Add flow, the Integration App performs the following action in NetSuite:
  5. To access these custom records in NetSuite, login to your NetSuite account. From the ribbon, click Amazon tab > Settlements > Summary or Transaction to access the information imported by the Integration App.
  6. After the Amazon Settlement Report to NetSuite Add flow has run successfully, it automatically triggers the NetSuite Settlement Transaction to NetSuite Payment Add flow in the Integration App. When this flow is run, the Integration App accesses the open invoice in NetSuite for every individual settlement transaction record associated with TRANSACTION TYPE > Order and attempts to create customer payments for these invoices. The flow identifies the sales orders (MFN), searches for the invoices, and creates customer payments for amounts that Amazon sends. For FBA, orders are directly imported as invoices, so payments are directly created.
  7. Once this flow has successfully run for all order transactions, the Integration App automatically triggers the NetSuite Settlement Transaction to NetSuite Refund Add flow. When this flow is run, the Integration App accesses the open invoice in NetSuite for every individual settlement transaction record associated with TRANSACTION TYPE > Refund and attempts to create a Credit Memo and Customer Refund for these transactions. The flow automatically analyzes the orders refunded for the settlement period mentioned in the report and creates Credit Memos and Customer Refunds in NetSuite.
  8. Once this flow has successfully run for all refund transactions, the Integration App automatically triggers the NetSuite Settlement Summary Report Update flow. When this flow is run, the Integration App access all settlement report records created within 2 months duration from flow run date and updates the summary record with updated values.