Sync NetSuite Sales Order to Salesforce Order

Comments

10 comments

  • METER Group
    Celigo University Level 1: Skilled

    The link "(Link to the Celigo page layout article)"  is not actually a link, you might have forgotten to come back to this :) 

    The section "Configure your flow" talks about flow settings that I cannot find. I'm looking at Settings>Integration Flows>Opportunity --- click on Settings gear next to NetSuite Sales Order to Salesforce Order Add/Update.

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  • METER Group
    Celigo University Level 1: Skilled

    And, I don't think that the Celigo Page Layout exists. It is not an option in my profile. Can you tell me how I add it? (and maybe include those instructions here?)

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  • Courtney Jordan Experience Strategy & Design Director Community moderator
    Celigo University Level 4: Legendary
    Awesome Follow-up
    Top Contributor

    Hi METER Group

    Thank you for letting us know! I'm checking with our PM for SFNSIO on this for you.

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  • Docs Support

    Hi Meter Group, 

    Thank you for your feedback. We have edited the article to explain the settings. 

    For editing layouts in Salesforce, you may refer to this article https://docs.celigo.com/hc/en-us/articles/360035978572-Edit-Salesforce-page-layout-to-view-custom-components

    The checkboxes for Salesforce Originated Order (IO) and Send Order as Salesforce Order (IO) are record level checkboxes. These checkboxes are present in Custom tab on the NetSuite Sales Order record. To view these checkboxes, you will have to customise your Sales Order form in NetSuite. 

    To customize a form in NetSuite, 

    1) Click on Customise > Customize Form in NetSuite Sales Order record. 

    2) In Screen Fields tab, select Custom and check "Show" for required fields

    3) Save and use the custom form to create a Sales Order. 

    You will be able to view the fields on your Sales Order > Custom tab. 

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  • Stephen Lemp

    This flow is throwing an error: "Composite Operation failed due to the following error(s)\nRequired fields are missing: [PricebookEntryId] for OrderItem[0]" for me. I have a ticket in with support, but more documentation on how the PriceBookEntryId is to be used would be helpful. Support suggested using the built in "item[*].PricebookEntryId" field, but I see no documentation on that. Any suggestions on that error or documentation on how that field mapping works would be great!

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  • Courtney Jordan Experience Strategy & Design Director Community moderator
    Celigo University Level 4: Legendary
    Awesome Follow-up
    Top Contributor

    Hi Stephen Lemp,

    Thank you for letting us know about this issue. We are checking with the Salesforce-NetSuite (IO) team on this and will respond back as soon as we can. 

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  • Ruken Wang

    Hi Courtney,

    I am migrating from V2 to IO currently and am getting the same error Required fields are missing: [PricebookEntryId] for OrderItem[0]". Are there a solution for this issue already.

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  • Jake Berkson

    Courtney Jordan

    We are getting this error, what was the resolution?

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  • Integration User

    We are getting this error "Composite Operation failed due to the following error(s) Unable to modify activated Order: cannot delete Order, or add or remove Order Products for OrderItem[0] Unable to modify activated Order: cannot delete Order, or add or remove Order Products for OrderItem[1]", but I can't find the documentation on that. I've attempted to change the status and the activation of the order, but I wasn't successful 

     

     

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  • sushil patil Senior Product Manager
    Celigo University Level 2: Seasoned
    Engaged

    Hello Integration User requesting you to create a support ticket for the team to analyze the issue. Thanks!

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