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NetSuite Invoice to Salesforce Financial

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10 comments

  • De'Anna Chapin

    My users can't open the PDF File attached invoices on these records. Seems only System Administrators and the finance person who is generating these are able to open the linked PDF file. Any ideas why? Are we missing some permission that isn't clear?

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  • saumya sunder

    Hi @De'Anna Chapin,
    Thank you for writing to us. Could you refer to the article on Required permissions for user role in Salesforce and verify if you have enabled the necessary permissions on your Custom Role? 

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  • De'Anna Chapin

    Actually turns out it was because a folder hadn't been set in the general settings for the integration, but setting that up with an accessible folder seems to have solved the issue. Thanks for following up!

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  • Butterfly Network

    Thanks for this hint. I made this change and now my users can see newly created or edited pdfs, but they can't see pdfs created before the change to a shared folder. Is there a way I can trigger a move of all the existing pdfs to the new folder so that users can access them?

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  • De'Anna Chapin

    I used Data Loader to export all the Documents that needed to be moved, and updated the FolderID to the new folder that the users had access to. 

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  • Courtney Jordan

    Hi De'Anna Chapin!
    Thanks for providing a solution! Will this work for you, Butterfly Network?

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  • Butterfly Network

    Yes this works thank you so much De'Anna Chapin!

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  • Loren McWethy

    It is possible to sync invoices to an opportunity using just the opportunity ID but not the account ID? 

     

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  • Courtney Jordan

    Hi Loren McWethy,
    We're checking with the experts on this integration app and will get back to you asap.

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  • Docs Support

    Hi Loren McWethy,

    Both Opportunity and Account lookups are populated for an Invoice.

    The opportunity lookup will be populated if you have a Salesforce Opportunity ID on the invoice transaction.

    You may edit the Salesforce opportunity layout to add related list for Financials.  

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