Hi all - any tips on migrating part billed sales orders from one instance of netsuite to another?
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Karina
01/09/2023, 6:04 PM
there are two methodologies in doing this: 1) do remaining balance or 2) do the entire order. each way has its advantages/disadvantages. with the second method you also need to upload posted invoices and payments and post and reverse revenue journals, but the upside is you keep your whole contracts
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c
Chiu
01/09/2023, 6:49 PM
Thank you @Karina With the second method, do you mean transform or create invoices from the migrated sales orders because if I recall correctly, you can't link an uploaded invoice back to a sales order?
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Karina
01/09/2023, 7:42 PM
correct, invoices are not going to be linked to SO unfortunately if uploaded, that is another consideration to have. I rarely (more like never in the end) see the full order migration, mostly due to huge undertaking in analysis and data validation
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Nicolas Bean
01/11/2023, 2:08 PM
as @Karina said you usually do this via script etc.