- Cash Sales - Add Cash Sales from NetSuite Order to NetSuite Cash Sales
- Invoices - Add Invoices from NetSuite Order to NetSuite Invoices
Description: Create Cash Sale/Invoice for Orders in NetSuite to reduce the manual effort.
This data flow reads the data from the saved search “novamodule - Auto-Billing Search” and processes the records with the “AUTO BILLED” status of “NO.” Once the record is processed, the “AUTO BILLED” status will be set to “YES.”
Only one data flow from the two flows above is enabled, as use would require either a cash sale or an invoice to be generated in NetSuite.
Steps to Configure
Advanced Settings: Click on the refresh button and choose the “novamodule - Auto-Billing Search” saved search and save the setting at the bottom of the page.
To add an extra filter to retrieve the orders depending on the Order Status, choose Order status for the field “Select a sales order status to auto-bill sales orders in NetSuite”.
Field Mappings: No need to change the fields for these two flows.