Customer Payments import,

TJ Tyrrell

• January 26, 2021 06:53

Hello,

I am trying to import Customer Deposits but keep getting the wonderful new error:

Failed to create, update/transform record because You have attempted an invalid sublist or line item operation. You are either trying to access a field on a non-existent line or you are trying to add or remove lines from a static sublist. Tip: Please make sure that all the line items that you're trying to use exist on the record.

What are the tricks when bringing in Customer Payments against existing invoices? We are trying to reconcile from a payment gateway.

Scenario:

• Invoices exist under the correct customer (when manually trying to enter the payment, we see the list of all open invoices)
• Invoice IDs (Ref #) are properly identified in the source system
• No Subsidiary / currency errors

I guess the main question is: How do I map the transaction against the correct invoice to apply against?

Thank you,

TJ

 

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• Official comment

  

  Kate Larson Community moderator Principal Technical Writer

  • February 19, 2021 21:53

  

  Hi TJ Tyrrell,
  One of our internal experts suggests:

  1. Go into the options for the mapping and check "Use as a key field to find existing lines" for the Document Number field. The document number you populate here will identify the line.
  2. Add a mapping to the Apply field to set it to a hardcoded true.

  Let us know how that goes for you!
• 

  Courtney Jordan Experience Strategy & Design Director Community moderator

  • January 26, 2021 13:38

  

  

  

  Hi TJ Tyrrell,

  Could you provide more information on your integration - what applications are you using? Thanks!

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• 

  TJ Tyrrell

  • January 26, 2021 18:04
  • Edited

  

  

  

  Hello again, Courtney!

  Thank you for reaching out.

  Source Application is MS SQL, it has a payment record stored in the DB and we want to take that data and create a Customer Payment record against existing Invoices in NetSuite.

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• 

  Courtney Jordan Experience Strategy & Design Director Community moderator

  • January 26, 2021 18:32

  

  

  

  Hello again to you TJ Tyrrell :),

  I'm checking on this and will get back to you as soon as possible.

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• 

  TJ Tyrrell

  • January 27, 2021 06:43

  

  

  

  I had made some progress (I thought) after joining an office hours, but then the old error started coming back up and I can't figure out where my progress went :( 

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• 

  Courtney Jordan Experience Strategy & Design Director Community moderator

  • February 19, 2021 18:05
  • Edited

  

  

  

  Hi TJ Tyrrell,

  I'm sorry to hear that. Have you gained back your progress yet with working with office hours experts? If you've found something that works, we'd love it if you'd share it with us!

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• 

  Jon Ureta Referral Partner NetSuite Integration Whiz Salesforce Integration Whiz

  • October 23, 2021 21:03

  

  

  Hi All,

  Can you share how this is done?

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• 

  Kate Larson Community moderator Principal Technical Writer

  • October 25, 2021 16:54

  

  Hi Jon Ureta -
  I wanted to make sure you saw this recommendation in case you haven't tried it:

  1. Go into the options for the mapping and check "Use as a key field to find existing lines" for the Document Number field. The document number you populate here will identify the line.
  2. Add a mapping to the Apply field to set it to a hardcoded true.

  Also, signing up for an Office Hours session with one of our solutions consultants may be an option for you. 

  Thanks,

  Kate

   

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