This proposal covers the Billfront-Netsuite integration for BillFront

Proposal summary

We will provide a new script, which will return sales order data instead of journal entries. And we will add two new parameters in the REST request  for sales order status and invoice respectively. So the response will be filters based on the above requested parameters.

Requirement 

We would like to import Sales Orders as accrued revenues. The journal entries are not required anymore.

As I read here, there are 6 status a sales order can have, and there are 4 types. It would be great if you can expose this info to us, so we can filter the data to match our needs without contacting you.

Also, we would like to import invoices for one additional subsidiary:

In this case, it’s the one starting with B below the one ending in Russia. It’s link is https://123.app.netsuite.com/app/common/otherlists/subsidiarytype.nl?id=4 – So far we import only invoices from the second subsidiary from the top with the link https://123.app.netsuite.com/app/common/otherlists/subsidiarytype.nl?id=2

It would be perfect, if we could pass a param to the RESTs requests to select the subsidiary, or we install the script twice. We would like to avoid having both subsidiaries in one import, because then we can’t tell them apart.

Our Solution

We will perform the following updates.

1)Remove the journal entries returning section from the existing script

2)Add the sales order data in the response as accrued revenues instead of the journal entries.

The fields that is returning in the response for the SO details are as follows:

                        debtor_name: <Customer name>

                        invoice_number: <SO Order # (train id)>

                        invoice_date: <Trandate>

                        payback_terms_net: <terms from SO> (We assumes that terms will be available the SO)

                        invoice_currency: <Currency>

                        amount: <SO total>

                        Type: accrued revenues ,

                        Comment: <Memo from SO>,

                        Billaddress: <Bil to from SO> (We assumes that terms will be available the SO)

                        duedate: Null,

                        attachment_url: Null

If you would like to specifically return the sales orders based on the status, we will add the new parameter in the REST request called “status”. So when you request the data, the user can mention the status, in which you would like to return SO data.

Following are the possible Netsuite status for sales orders

• Pending Approval
• Pending Fulfillment
• Cancelled
• Partially Fulfilled
• Pending Billing/Partially Fulfilled
• Pending Billing
• Billed
• Closed

 So we suggest setting parameters values as per some combination. So the possible values on the “status” parameter are as follows:

• all→  (It will return the SO in which status is Pending Approval ,Pending Fulfillment , Partially Fulfilled, Pending Billing/Partially Fulfilled, Pending Billing ,Billed)
• open→  (It will return the SO in which status is Pending Approval ,Pending Fulfillment , Partially Fulfilled, Pending Billing/Partially Fulfilled, Pending Billing)
• billed→ ((It will return the SO in which status is Billed)

Likewise we can create any combinations for the parameter value. Please suggest the parameter values based on the statuses in which you would like to return data, if the above combination is not relevant for you?

We can develop scripts as per any combination that you suggest.

3)As we understood you would like to return the invoice data as per the subsidiary. So we will add another parameter for the subsidiary in the REST request called “subsidiary ”. Users will have the following options to request in the parameter to select the subsidiary.

• all→ It will return the invoice data from all subsidiary
• <subsidiary name> → It will return invoice data as per the provided subsidiary

Likewise we can create any combinations for the parameter value. Please suggest the parameter values in which you would like to return data, if the above combination is not relevant for you?

The subsidiary condition will affect for the credit memo, customer payment, deposit application also

Do we need to apply subsidiary conditions to sales orders as well? Or is it specific to the invoice, credit memo, customer payment, deposit application?

Assumptions

• We assume that you will provide the necessary parameter values as per your preference.
• Do we need to apply subsidiary conditions to sales orders as well? Or is it specific to the invoice, credit memo, customer payment, deposit application?
• We will create only one script which will include both sales order and subsidiary updates. Since we are setting these conditions in the parameter it can be used for all other Netsuite accounts as well.