When and under which conditions a cash sale is cre...
# ask-stanley-ai
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When and under which conditions a cash sale is created from a sales order on NetSuite?
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AI generated answer (using internal Slack threads):
A Cash Sale in NetSuite is created from a Sales Order under certain conditions: 1. Payment Method: If the payment method selected on the Sales Order is "Credit Card", NetSuite automatically creates a Cash Sale instead of an Invoice. This is because Cash Sales are booked immediately and they don't have a billing status of Open. Once billed, the transaction is considered complete. 2. Customer Deposits: If there is a customer deposit or partial deposit against a Sales Order, a Cash Sale would not be possible. This is because a Cash Sale is the Invoice=Customer Payment in a single transaction. 3. Fulfillment Status: The payment isn't posted until the Sales Order is billed. If you are not always fulfilling immediately this could be an issue. However, there is a setting that allows billing before fulfilling. If enabled, all Cash Sales could be billed immediately and fulfilled afterwards. 4. Ecommerce Orders: For ecommerce orders that are paid in advance, a common practice is creating a Sales Order and linked Customer Deposit. When the order is invoiced, NetSuite will automatically apply the deposit as payment. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.887711823
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.863090932
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.860456824
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