The flows under the Financial Sync section of your connector let you sync all the transaction related data to Salesforce financials, which is a Celigo custom object in Salesforce. This helps you track the transaction related data for each opportunity, order that you created in Salesforce.

Sync your item fulfillment, customer payment, invoice to Salesforce

The sales order's item fulfillment, customer payment, and invoice generation process depends on how you have configured it in NetSuite. 

The following diagram describes the sample stages and statuses the sales order goes through in NetSuite when the payment method is not specified. It also describes the connector flows that sync the critical information to Salesforce.

1. In your NetSuite account, go to the sales order that you want to approve.
2. Click Approve. The sales order gets approved and the sales order status is now available to be picked up by the "NetSuite Sales Order Status to Salesforce Order Status" flow.

Info: Each time when the sales order's status changes, the "NetSuite Sales Order Status to Salesforce Order Status" flow picks up the status and syncs it to Salesforce. This is a scheduled flow. Therefore, you need to schedule it to run at frequent intervals so that it keeps your sales order status in sync with Salesforce order.

1. Click Fulfill. The Item Fulfillment record appears.
2. In the Item Fulfillment record, enter the required details and click Save.

Info: The "NetSuite Item Fulfillment to Salesforce Asset" flow gets triggered and the NetSuite item fulfillment record is synced as item fulfillment in Salesforce in real-time. The flow also syncs the status of item fulfillment in real-time to Salesforce.

1. Click Bill. The Invoice record appears.
2. Enter appropriate details in the Invoice record and click Save.

Info: The "NetSuite Invoice to Salesforce Financial" flow gets triggered and syncs the NetSuite Invoice record to Salesforce Financial with type as Invoice.

1. Click Accept Payment.
2. The Payment record gets created.
3. Enter the required details and click Save.

Info: The "NetSuite Customer Payment to Salesforce Financial" flow gets triggered and syncs the NetSuite Payment (Customer Payment) record to Salesforce Financial with types as Customer Payment.

Things to remember

• When a NetSuite sales order is fulfilled with serialized items, the NetSuite Item Fulfillment record will be synced to Salesforce as an Asset (using the native Salesforce Asset object). The Asset object appears as a related list in the Salesforce Item Fulfillment object (Celigo custom object). The quantity of serial numbers present in NetSuite must equal the item quantity on the item fulfillment record. If these quantities do not match, the assets will not be created in Salesforce.

Sync your credit memos and customer refunds to Salesforce

An invoice is generated for sales order if the payment method is not specified for the sales order. You can process customer refunds using credit memos.

The following diagram describes a sample process of processing customer refunds from an invoice.

1. In your NetSuite account, go to the invoice for which you want to process customer refunds.
2. Click Credit. The Credit Memo record appears.
3. In the Credit Memo record, enter the required details and click Save.

Info: The "NetSuite Credit Memo to Salesforce Financial" flow syncs the created credit memo record to Salesforce financial with type credit memo.

1. In the Credit Memo record, click Refund. The Customer Refund record appears.
2. In the Customer Refund record, enter the required details.
3. Click Save.

Info: The NetSuite Customer Refund to Salesforce Financial flow syncs the created customer refund record to Salesforce financial with type customer refund.

Sync your cash sale and cash refund to Salesforce

A cash sale is generated for a sales order if the payment specified in the sales order. You can use the cash sales record to process your sales order and also to process refunds using cash refunds.

The following diagram describes a sample process for sales order that is based on cash sale and its refund.

1. In your NetSuite account, go to your sales order where the payment method is specified.
2. Click Bill. A Cash Sale record is generated.
3. In the cash sale record, click Save.

Info: The "NetSuite Cash Sale to Salesforce Financial" flow gets triggered and syncs the cash sale record to Salesforce financial with type Cash Sale.

1. Click Refund. The Cash Refund record appears.
2. In the Cash Refund record, click Save.

Info: The "NetSuite Cash Refund to Salesforce Financial" flow gets triggered and syncs the cash refund record to Salesforce financial with type Cash Refund.

Sync your customer deposit to Salesforce

You can create a Customer Deposit for a Sales Order and sync it to Salesforce Financial.

The following diagram describes a sample process where a customer deposit is created for a sales order.

1. In your NetSuite account, go to the sales order for which you want to create a customer deposit.
2. Click Customer Deposit. The customer deposit record appears.

Info: The "NetSuite Customer Deposit to Salesforce Financial" flow gets triggered automatically and syncs the customer deposit record to Salesforce financial with type Customer Deposit.

1. Click Save.

Sync your customer financial to Salesforce

In NetSuite, the fields present under the Customer > Financial tab gets updated when transactions are carried out in NetSuite. You may want to sync these fields to Salesforce Account so that you can keep both the systems in sync.

Once you enable the NetSuite flow, you can schedule the flow to run at your defined time and interval to sync the customer financial to Salesforce account. The following are the fields that we sync for you: Credit hold, Credit Limit, Overdue balance, Days overdue, and Balance. The fields are available on your Salesforce account.

The following diagram describes how the NetSuite Customer Financials to Salesforce Account flow syncs the customer financial details to your Salesforce account.

Sync your customer transaction statuses to Salesforce

Customer transaction records include Cash Sale, Cash Refund, Credit Memo, Customer Payment, Customer Refund, Customer Deposit, and Invoice. To maintain data integrity it is important that you maintain correct transaction statuses in both of your NetSuite and Salesforce accounts.

You can schedule the "NetSuite Transaction Status to Salesforce Financial" flow to run at your defined time and interval. The flow will sync all your customer transaction status to Salesforce financial.

Sync your currency exchange rates to Salesforce

If you are dealing in multiple currencies, it is mandatory that you have the multiple currency feature enabled in both your Salesforce and NetSuite accounts. For more information, refer to the enable and map your Salesforce and NetSuite currencies section. In addition, you should also create exchange rates in both the NetSuite and Salesforce accounts.

The following diagram describes how the "NetSuite Exchange Rates to Salesforce Exchange Rates" flow syncs the exchange rates for the day to Salesforce date exchange rate.

You can schedule the "NetSuite Exchange Rates to Salesforce Exchange Rates" flow to run at your defined time and interval to sync the currency exchange rates from NetSuite to Salesforce date exchange rate.

Create dated exchange rate in Salesforce

1. In your Salesforce account, go to Setup > Administer > Company Profile > Manage Currencies.
2. Click Manage Dated Exchange Rates.
3. Create your desired exchange rates.

Create currency exchange rate in NetSuite

In your NetSuite account, go to List > Accounting > Currency Exchange Rate to create a new exchange rate for your currency.