In NetSuite, deposit applications are auto-generated in specific scenarios, typically when a customer deposit and the corresponding invoice are processed. Here’s a general outline of how this might occur:
- Customer Deposit Creation: A customer deposit is recorded in NetSuite, either manually or via an import (like through CSV or SOAP Web Services). This deposit is linked to a sales order or customer.
- Invoice Creation: An invoice is created and linked to the same sales order or customer for which the deposit was made.
- Auto-Application of Deposit: When the invoice is processed, NetSuite can automatically apply the available deposit to the invoice. This happens because NetSuite checks for any existing unapplied customer deposits that match the sales order or customer associated with the invoice.
- Deposit Application Record Creation: Once the deposit is applied to the invoice, NetSuite creates a deposit application record, which reflects the amount of the deposit used against the invoice.
This auto-generation typically occurs when the invoice is imported or created, especially if there’s no need for manual intervention or additional approval steps. It can be influenced by how the integration or import process is configured, such as using SOAP Web Services, which was the case when you discovered how a deposit application was created through a saved search.