Integrate Sales Order from Salesforce to Netsuite-Dell Boomi

Jira Code: LEAD-7 Change integration point from opportunity to order

This articles briefs on how the sales order in Salesforce was integrated to NetSuite through Dell Boomi platform. A process was created in Dell Boomi to fetch the order from Salesforce and create a Sales order in NetSuite. After a sales order is created in NetSuite the sales order details like internal id, document number and status are updated in the corresponding Salesforce Order using a separate Boomi process.

Create Sales Order in NetSuite for Order in Salesforce

1. Parameters for pulling in Sales Order data from Salesforce to the Boomi process are
   1. Last Modified Date of the record is greater than the Last Successful Run Date of the Boomi Process
   2. The Do Not Sync checkbox  is not checked
   3. The Sales Order Status is not equal to Billed
   4. The Sync to NetSuite checkbox is checked
   5. Status of sales order is Activated
2. The process reaches out to NetSuite to see if the Sales Order already exists
   1. If it exists, it then checks to see if the Status of the Sales Order is Billed
      1. If True, then it ends the process as a Sales Order in NetSuite that is set to Billed cannot be altered.
      2. If False, then it checks to see if the Status of the Sales Order is Partially Fulfilled
         1. If True, then it ends the process as a Sales Order in NetSuite that is set to Billed cannot be altered.
         2. If False, it continues along the same path as if the Sales Order did not exist.
   2. If it does not exist
      1. The Sales Order details including the line items are mapped to corresponding fields in Netsuite
      2. Next, it checks to see if the Quote Bill-To Ap Contact exists as a Contact in NetSuite.
         1. If it does, then it connects the Contact to the Sales Order under the Relationships tab
         2. If it does not, then it does not make that connection
      3. Then the process un-checks the Sync to NetSuite checkbox under the System Information section on the Sales Order record that was processed.

Write back Sales order details from Netsuite to Salesforce

Parameters for pulling in Sales Order data from NetSuite to the Boomi process

1. Last Modified Date of the record is greater than the Last Successful Run Date of the Boomi Process
2. The Salesforce Opportunity ID field, under the Custom tab, is not blank

Detailed steps of the Boomi process is described in the following document:

https://docs.google.com/document/d/1ZI4qRq2rr4mv3zRC7gMQ10jX2kw1kR_xi1bPSHKLRNU/edit?usp=sharing