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Sync NetSuite Sales Order to Salesforce Order

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4 comments

  • METER Group

    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

    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

    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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