Oracle NetSuite: Receivables Invoices
From Oracle NetSuite to Cashflow360
- If an invoice is partially or fully paid in Oracle NetSuite, it will not sync from Oracle NetSuite to Cashflow360
- If the currency for an invoice is not USD (US dollars,) it will not sync from Oracle NetSuite to Cashflow360
- $0 invoices in Oracle NetSuite will sync to Cashflow360 as unpaid invoices if they do not have payments on them in Oracle NetSuite
- Once invoice has synced with Oracle Netsuite, it can't be edited in Cashflow360. Edit will need to be managed in Oracle NetSuite.
- Sales tax will sync into Cashflow360 as a line item from Oracle NetSuite. It will not be editable in Cashflow360.
- Discount Items:
- Discount items at the header level of an invoice in Oracle NetSuite will not sync toCashflow360
- Discount Items at the line item level will sync into Cashflow360 as a line item from Oracle NetSuite. It will not be editable in Cashflow360.
- Discount line items will apply to the line item directly above it only
- Discounts in Oracle NetSuite are a percentage, when synced to Cashflow360 it will be a total amount based on the calculation in Oracle NetSuite. The percentage will not show in Cashflow360.
- Edits to discount line item in Cashflow360 will not sync back to Oracle NetSuite, they must be managed in Oracle NetSuite -
- If an invoice was created from a Sales order in Oracle NetSuite, the Sales Order # from Oracle NetSuite will sync and display in the PO # field on the invoice in Cashflow360
- The Sales Order # in the PO # field will not be editable in Cashflow360
From Cashflow360 to Oracle NetSuite
- Once an invoice has synced with NetSuite, it is not editable in Cashflow360
- Cashflow360 only supports classifications in the line items of an invoice. Invoices in Oracle NetSuite can be classified both in the general section of the invoice, as well as the line items of the invoice.
- When invoices sync from Cashflow360 to Oracle NetSuite, the general section of the invoice will use the classification that is set as the Default Receivables classification in the Bill.com Preferences
- To make it easier to reclassify these records (as needed), create a department, location, and/or class called Unclassified, Uncoded or something similar, and set that as the Default Receivables classification. This will allow a report to be run in order to isolate the invoices that need to be reclassified.
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