Customer Payment Sync Triggers

By default, NetSuite customer payments are synced immediately to Salesforce when created or updated. You can choose from the following Invoice sync triggers:

• Sync immediately when the customer payment is created (default)

• Sync when the Salesforce Flag to Post field is selected on each customer payment

• Sync when a specific customer payment field meets a defined criterion

The customer payment sync trigger needs to be defined with the invoice's association to other records. You can choose from any of the following options:

• Linked to an Invoice, Sales Order, and Opportunity

• Linked to an Invoice

• Linked to a Salesforce Account

• Linked to a Subsidiary

Sync when a specific customer payment field meets a defined criterion

You can use the Sync when a specific customer payment field meets a defined criterion option to define a condition that determines whether a customer payment will be synced to Salesforce.

Parameter	Description
Input Field	Select the field to be used to define the criterion. All standard fields and custom fields at the record header level can be selected. Note: Complex fields, such as Lists, Addresses, Currencies, Country Codes, and others that are based on internal IDs or linked records may not work as expected.
Operator	The operator for the intended condition. Can select from the following list: equals not equals contains starts with greater than less than The operators, contains and starts with can only be used with string or text data type fields. Greater than and less than can only be used with number data type fields.
Value	Enter the value for the condition.

General Notices