Retainers (Applied Customer Deposits) Field Mapping Definition
The Retainers (Applied Customer Deposits) import workflow includes one mapping group:
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Retainer [Integration point:
DEPOSIT_TO_RETAINER
] — See Retainer Mapping Group.
Retainer Mapping Group
Use the Retainer mapping group to map information on retainer records in OpenAir with information about customer deposits applied to invoice transaction records in NetSuite. The mapping group supports filters.
For reference information and best practice guidelines, review the following topics:
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References — Overview of record types in OpenAir and NetSuite with links to the relevant reference material for information about fields available for mapping.
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Default and Custom Filters — Overview of default filters and how to modify the default behavior, and custom filters. Custom filters are supported for this mapping group.
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Default Field Mappings — Overview of default field mapping definitions including notes and best practice guidelines where relevant. Information imported by default includes NetSuite invoice ID, customer internal ID in OpenAir, date, amount, notes, and currency. Filters are supported.
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Additional Field Mappings — There are no specific guidelines for custom field mapping definitions in this mapping group.
References
The following table gives reference information about the records and fields available for custom field mapping definition with links to the relevant reference material. See also Schema Reference Documentation.
NetSuite Record type [ |
OpenAir Record Type [ |
Mapping Group [ |
---|---|---|
Customer Deposit [ Schema: CustomerDeposit (2020.1)|CustomerDeposit (2023.1) XSD: |
Payment [ Data Dictionary: payment |
Retainer [ |
Default and Custom Filters
By default, applied customer deposit records are imported from NetSuite into OpenAir if there is an invoice record in OpenAir matching the invoice record to which the customer deposit was applied in NetSuite.
Custom filters are supported for this mapping group. For more information about adding filter conditions, see Using Filters and Filter Definition.
Default Field Mappings
The following table describes the default field mapping definitions for the Retainer mapping group tab.
NetSuite Field |
D |
OpenAir Field |
Notes |
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OpenAir NetSuite Connector stores the internal ID of the customer deposit in the NetSuite Applied Customer Deposit ID [ |
Looked up OpenAir field value — |
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The internal ID of the invoice to which the deposit is applied in NetSuite. A customer deposit can be applied to multiple invoices on the Apply subtab in NetSuite. Make sure you check only the box for the invoice corresponding to the OpenAir invoice to which you want to apply the retainer. |
Looked up OpenAir field value — |
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The internal ID of the customer record associated with the invoice to which the deposit is applied in NetSuite. |
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The date the customer deposit was applied to the invoice in NetSuite. |
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The customer deposit amount. |
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[Initial Only] By default, the following content is added to the Notes field on the retainer record in OpenAir: |
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Active and visible only if the Multicurrency feature is enabled for your OpenAir account. Multiple currency — The Currency on the retainer record in OpenAir is set to the Currency on the customer deposit transaction record in NetSuite. |
OpenAir NetSuite Connector updates automatically the OpenAir invoice record corresponding to the NetSuite invoice transaction to which the customer deposit is applied. The following information is updated:
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Invoice.draw
— total amount drawn against the retainer for the invoice. -
Invoice.draw_date
— the date of the draw. -
Invoice.balance
— outstanding balance on the invoice.
Additional Field Mappings
Review the following guidelines
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You should contact your OpenAir Professional Services representative if you need to make changes to your integration configuration and field mapping definitions.
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For advanced mapping usage and best practice guidelines, see Advanced Field Mapping Definition.
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Familiarize yourself with the NetSuite and OpenAir technical documentation before attempting to set field mapping definitions using the advanced notation — See Schema Reference Documentation.
No specific guidelines