Credit Memo Mapping Group

Use the Credit Memo mapping group to export information about charges on credit (negative invoice) records in OpenAir to credit memo line items in NetSuite.

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 [`CreditMemoItem`] Schema: CreditMemoItem (2020.1)\|CreditMemoItem (2023.1) XSD: tranCust (2020.1)\|tranCust (2023.1)	Charge [`slip`] Data Dictionary: slip	Negative Charge [`CREDIT_LINE`]

NetSuite Record type [SOAP object]

OpenAir Record Type [table]

Mapping Group [Integration point]

Credit Memo [CreditMemoItem]

Schema: CreditMemoItem (2020.1)|CreditMemoItem (2023.1)

XSD: tranCust (2020.1)|tranCust (2023.1)

Charge [slip]

Data Dictionary: slip

Negative Charge [CREDIT_LINE]

Default Field Mappings

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

NetSuite Field	OpenAir Field	Notes
`CreditMemoItem.job`	Looked up OpenAir field value — `Project.netsuite_project_id__c` of project record with `Project.id` equal to `Invoice.project_id` on the credit invoice containing the charge	Active only if the Consolidate Projects on Sales Transactions box is checked on the Accounting Preferences Items/Transactions subtab in NetSuite (Setup > Accounting > Preferences > Accounting Preferences).
`CreditMemoItem.item`	Looked up OpenAir field value — `Product.netsuite_product_id__c` of service record with `Product.id` equal to `Slip.product_id` `Category.netsuite_category_id__c` of service record with `Category.id` equal to `Slip.category_id`	The internal ID of: The NetSuite purchase item record corresponding to the product associated with the charge in OpenAir, if POs (Vendor Bills) import workflow is enabled. The NetSuite service item record corresponding to the service associated with the charge in OpenAir, otherwise.
`CreditMemoItemList.quantity`	Calculated quantity based on the number of hours `Slip.hour` and minutes `Slip.minute`, if the Charge type is `T` `Slip.quantity`, if more than `0` and the Charge type is other than `T` `="1"`, otherwise	—
`CreditMemoItemList.rate`	`Slip.rate`, if the Charge type is `T` `Slip.cost`, otherwise	—
`CreditMemoItem.amount`	`— Slip.total`	—
`CreditMemoItem.custcol_oa_billing_rule_type`	`="4"`	The OpenAir: Billing Rule Type [`CreditMemoItem.custcol_oa_billing_rule_type`] custom field on the credit memo line item is set to “Do not export” to prevent the credit memo line item from being imported back into OpenAir.
`CreditMemoItem.line`	Position in the charge export order	Not visible on mapping definition table The credit memo line item number in NetSuite is set to the position in the charge export order. It is also stored in the NetSuite Credit Memo Line ID [`netsuite_credit_line_id`] on the charge record in OpenAir after the charge is exported succesfully.
`Transaction.internalId`	`Slip.netsuite_credit_id__c`	Not visible on mapping definition table [Pullback] When you export a charge in a new credit (negative invoice) from OpenAir to NetSuite, OpenAir stores the internal ID of the NetSuite credit memo in the NetSuite Credit Memo ID [`netsuite_credit_id`] custom field. This custom field is used to link the OpenAir and NetSuite records for future updates and matching record associations.
Order of slip export	`Slip.netsuite_credit_line_id__c`	Not visible on mapping definition table The credit memo line item number in NetSuite is set to the position in the slip export order. It is also stored in the NetSuite Credit Memo Line ID [`netsuite_credit_line_id`] on the charge record in OpenAir after the charge is exported successfully.

NetSuite Field

Direction

OpenAir Field

Notes

CreditMemoItem.job

Looked up OpenAir field value — Project.netsuite_project_id__c of project record with Project.id equal to Invoice.project_id on the credit invoice containing the charge

Active only if the Consolidate Projects on Sales Transactions box is checked on the Accounting Preferences Items/Transactions subtab in NetSuite (Setup > Accounting > Preferences > Accounting Preferences).

CreditMemoItem.item

Looked up OpenAir field value —

Product.netsuite_product_id__c of service record with Product.id equal to Slip.product_id
Category.netsuite_category_id__c of service record with Category.id equal to Slip.category_id

The internal ID of:

The NetSuite purchase item record corresponding to the product associated with the charge in OpenAir, if POs (Vendor Bills) import workflow is enabled.
The NetSuite service item record corresponding to the service associated with the charge in OpenAir, otherwise.

CreditMemoItemList.quantity

Calculated quantity based on the number of hours Slip.hour and minutes Slip.minute, if the Charge type is T
Slip.quantity, if more than 0 and the Charge type is other than T
="1", otherwise

—

CreditMemoItemList.rate

Slip.rate, if the Charge type is T
Slip.cost, otherwise

—

CreditMemoItem.amount

— Slip.total

—

CreditMemoItem.custcol_oa_billing_rule_type

="4"

The OpenAir: Billing Rule Type [CreditMemoItem.custcol_oa_billing_rule_type] custom field on the credit memo line item is set to “Do not export” to prevent the credit memo line item from being imported back into OpenAir.

CreditMemoItem.line

Position in the charge export order

Not visible on mapping definition table

The credit memo line item number in NetSuite is set to the position in the charge export order. It is also stored in the NetSuite Credit Memo Line ID [netsuite_credit_line_id] on the charge record in OpenAir after the charge is exported succesfully.

Transaction.internalId

Slip.netsuite_credit_id__c

Not visible on mapping definition table

[Pullback] When you export a charge in a new credit (negative invoice) from OpenAir to NetSuite, OpenAir stores the internal ID of the NetSuite credit memo in the NetSuite Credit Memo ID [netsuite_credit_id] custom field. This custom field is used to link the OpenAir and NetSuite records for future updates and matching record associations.

Order of slip export

Slip.netsuite_credit_line_id__c

Not visible on mapping definition table

The credit memo line item number in NetSuite is set to the position in the slip export order. It is also stored in the NetSuite Credit Memo Line ID [netsuite_credit_line_id] on the charge record in OpenAir after the charge is exported successfully.

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