Credit Memo Apply Item Mapping Group

Use the Credit Memo Apply mapping group to export information about credit (negative invoice) records in OpenAir to a credit memo apply sublist line in NetSuite. This mapping group is used when the credit invoice record was created using the Credit and Rebill Invoices optional feature in OpenAir. In this case, the credit invoice references the original invoice that was credited (Invoice.original_invoice_id). If the credit is applied to an invoice that was previously exported to NetSuite, when exporting the credit invoice to NetSuite, the resulting credit memo is applied to the NetSuite invoice corresponding to the original OpenAir invoice that was credited. For more information about the Credit and Rebill Invoices optional feature, see Credit and Rebill Functionality for Invoices.

For reference information and best practice guidelines, review the following topics:

• References — Overview of record types in OpenAir and NetSuite with links to the relevant reference material for information about fields available for mapping.

• Default Field Mappings — Overview of default field mapping definitions including notes and best practice guidelines where relevant. Information imported by default includes the internal IDs of the project and purchase or service item in NetSuite, time and rate or quantity and cost, and total.

• 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 [SOAP object]	OpenAir Record Type [table]	Mapping Group [Integration point]
Credit Memo [CreditMemoApply] Schema: CreditMemoApply (2020.1)|CreditMemoApply (2023.1) XSD: tranCust (2020.1)|tranCust (2023.1)	Invoice [invoice] Data Dictionary: invoice	Credit Memo Apply [CREDIT_MEMO_APPLY]

Default Field Mappings

The following table describes the default field mapping definitions for the Credit Memo Apply Item mapping group tab.

NetSuite Field	Direction	OpenAir Field	Notes
CreditMemoApply.apply		="true" if Invoice.balance is not 0 on the credit invoice	The credit memo is applied only if the original was not paid in full.
CreditMemoApply.applyDate		Invoice.created on the credit invoice	The Date on the Apply sublist line is set to the date part of the Created timestamp in OpenAir.
CreditMemoApply.type		="invoice"	—
CreditMemoApply.amount		Invoice.total on the original invoice if the total on the credit invoice (Invoice.total) is equal to the total net of tax on the original invoice (Invoice.tax — Invoice.total) Calculated total including tax on the credit invoice, where the tax rate is calculated using the totals including tax and net of tax on the original invoice	Credited amount including tax if the original invoice includes a tax breakdown.
CreditMemoApply.doc		Looked up OpenAir field value — Invoice.netsuite_invoice_id__c on the original invoice referenced by Invoice.original_invoice_id on the credit invoice	The internal ID of the NetSuite invoice corresponding to the original invoice that was credited in OpenAir.

Additional Field Mappings

Important:

Review the following guidelines

• You should contact your OpenAir Professional Services representative if you need to make changes to your integration configuration and field mapping definitions.

• For advanced mapping usage and best practice guidelines, see Advanced Field Mapping Definition.

• 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