Cash Sale Sync Triggers
By default, NetSuite cash sales are synced immediately to Salesforce when created or updated. You can choose from the following Invoice sync triggers:
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Sync immediately when the cash sale is created (default)
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Sync when the Salesforce Flag to Post field is selected on each cash sale
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Sync when a specific cash sale field meets a defined criterion
If you want to apply the defined condition to record updates, you need to check the Also apply criteria on record updates box.
The cash sale sync trigger needs to be defined with the invoice's association to other records. The option chosen below will be validated together with the sync triggers to decide whether the cash sale would be synced to Salesforce. You can choose from any of the following options:
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Sales Order was created from an Opportunity - Syncs the cash sale when it is created from a sales order which is associated to a Salesforce Opportunity. Customer and Subsidiary should already be part of Salesforce as Account and Subsidiary.
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Sales Order was created in NetSuite - Syncs the cash sale when it is created from a sales order which may or may not be associated with a Salesforce Opportunity. Customer and Subsidiary should already be part of Salesforce as Account and Subsidiary.
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Linked to a Salesforce Account - Syncs the cash sale when it exists in NetSuite and is of a Customer who is already associated with a Salesforce Account. Subsidiary should already part of Salesforce. The cash sale may or may not be associated with a Sales Order or even a Salesforce Opportunity.
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Linked to a Subsidiary - Syncs the cash sale when it exists in NetSuite and is associated with a Subsidiary that is already part of Salesforce. The invoice may or may not be associated with a Sales Order or even a Salesforce Opportunity.