Working with NetSuite Records in NetSuite Connector
This section covers the creation and use of different NetSuite records for use in NetSuite Connector.
Employee Record Creation for NetSuite Connector Token
When you need to grant access to NetSuite Connector token, you must create an employee record in NetSuite.
For more information about creating a NetSuite employee record, see Adding an Employee.
Merging Duplicate Customer Records in NetSuite
Merging duplicate customer records helps ensure NetSuite Connector matches the correct customer in NetSuite when syncing orders for existing customers.
You can individually merge duplicate customer records or do a mass find and merge of customers.
For merging two customer records, read Merging Customer Records.
For mass merging of duplicate customer records, read Duplicate Record Detection.
Billed Record Creation for a Sales Order in NetSuite Connector
NetSuite Connector does not control the record type that NetSuite creates when a transaction is billed. However, NetSuite looks at the field data on the sales order to determine the type of billed record to create. NetSuite Connector can populate certain fields according to your requirement using mappings.
NetSuite is a customizable platform and the information in this topic applies to most of the NetSuite instances. However, it may not apply to certain NetSuite instances.
NetSuite generally decides the record type of the billed transaction based on the data in the Billing subtab of the order. Following are the guidelines to create an invoice as the billed record:
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Set a value in the Terms field. NetSuite creates an invoice as the billed record when terms are set on the sales order. Map the Terms field through the NetSuite Connector user interface. You cannot place both payment method and terms on a sales order. So, if you want to map the terms, remove the payment method mappings.
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If neither Terms nor Payment Method (or Payment Option if Payment Instruments feature is enabled) fields have values, NetSuite creates an invoice for the billed record. The most common reason that an invoice is created as a billed record is users fail to map the payment methods. For information about mapping payment methods, read Mapping Order Payment Methods in NetSuite Connector.
To create a cash sale as the billed record, set a value for Payment Method (or Payment Options) field.
If the Payment Instruments feature is enabled but you are not capturing the payment for the order in NetSuite, create a payment method of the Offline type. Then map every order to that payment option.