record.transform cash sale to invoice netsuite
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record.transform cash sale to invoice netsuite
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AI generated answer (using internal Slack threads):
In NetSuite, you can't directly transform a Cash Sale into an Invoice. The standard flow in NetSuite is Sales Order -> Invoice -> Payment or Sales Order -> Cash Sale. However, you can create a workaround by creating a Sales Order and then using a custom workflow or script to turn it into a Cash Sale on the desired date. This way, you can control when the customer gets charged if you have a credit card attached and process out using a merchant in NetSuite. If you're importing a large number of closed invoices and want to create the corresponding payment record at the same time so the invoices assume a status of closed, you can use the 'Transform Record' scheduled workflow. Alternatively, you can use Cash Sale instead. This would also have advantages if these invoices represent billings that happened in a past system. You could have a clear delineator for which billings were from NetSuite, and which were from the legacy system. ****** 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: 0.845459
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842285156
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83782959
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