NetSuite Cash Sale Sync to Salesforce Cash Sale
A cash sale is a transaction that records the sale of goods or services for which you receive immediate payment at the time of delivery. Cash sale line items specify the goods or services sold, sale amounts, and any applicable tax is the total amount for the cash sale transaction.
About the Cash Sale Sync
The Cash Sale sync sends data from NetSuite to Salesforce. Creating a Cash Sale record in NetSuite triggers a sync that creates a Cash Sale Financial record in Salesforce. In Salesforce, this record is located in the Salesforce Order > Related Records section.
The Cash Sale sync is triggered when the following conditions are met:
-
If a Cash Sale is generated from a Sales Order as the result of a Salesforce Opportunity, the NetSuite Cash Sale record is synced to Salesforce as a read-only custom Financial record of the type Cash Sale.
Note:Cash Sale records created manually in NetSuite are not synced to Salesforce.
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If a Cash Sale record that was previously synced to Salesforce is updated, this triggers a sync to update the corresponding Cash Sale Financial record in Salesforce.
Note:For Cash Sale syncs, a Cash Sale.pdf file should be attached to the Related tab on the Salesforce Cash Sale Financial record. The format of the PDF filename is NetSuiteRecordtype_recordId_NS_Timestamp. For example:
Cash Sale_241_NS_Timestamp
For successful Cash Sale syncs:
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Custom fields in the NetSuite Cash Sale object — Salesforce Cash Sale ID have a Salesforce Financial Id.
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The Salesforce Cash Sale Create Message is Completed.
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The Cash Sale Synchronization message is Operation Succeeded.
If the Cash Sale sync fails, you will see an appropriate status message in both NetSuite and Salesforce.
The following tables show the mapping between NetSuite and Salesforce to ensure that identical data is maintained in both applications.
Cash Sale Fields Mapping
|
NetSuite Cash Sale Fields |
Salesforce Cash Sale Fields |
|---|---|
|
cashsaleid |
— |
|
discounttotal |
Oracle_discount_total__c |
|
entity (Customer) |
OwnerId |
|
fileContent (pdf content) |
— |
|
fileId (pdf name) |
— |
|
handlingcost |
Oracle_handling_total__c |
|
memo |
Oracle_memo__c |
|
Opportunity ID |
Opportunity |
|
paymentoption |
Oracle_Payment_Method__c |
|
Salesforce Account ID |
Account ID (Oracle_account__c) |
|
Salesforce cashSale ID |
— |
|
Salesforce Order ID |
Order |
|
shippingcost |
Oracle_shipping_total__c |
|
status |
Oracle_transaction_status__c |
|
subtotal |
Oracle_subtotal__c |
|
total |
Oracle_total__c |
|
trandate |
Oracle_transaction_date__c |
|
tranid |
Oracle_transaction_Id__c |
Lookup Cash Sale Fields Mapping
|
NetSuite Cash Sale Fields |
Salesforce Cash Sale Fields |
|---|---|
|
currency |
CurrencyIsoCode |