Requirement: The client has expressed the need for a more efficient invoicing process, specifically to submit multiple invoices to a customer group rather than an individual customer, consolidating them into a single payment receipt. Solution: The Consolidated Payments feature addresses this requirement by allowing all payments, credits, and deposits to be processed through either the… Continue reading Consolidated Payment Feature in NetSuite
Tag: order to cash
Customer Name Differs in Estimate and Related Sales Order
Client Query: Client raised a query regarding instances where the customer name in estimates and sales orders might differ. They highlighted a common scenario where an estimate is initially sent to an individual within a company, and the accurate customer name is captured only after they transition from being a prospect to a customer. This… Continue reading Customer Name Differs in Estimate and Related Sales Order
Order to Cash process Automation.
We have automated an Order to cash process in Netsuite. The Process is as follows: 1)Created Sales orders in Netsuite Via CSV import(Inventory lot number for items are set in CSV file by client)2)On sales order creation an Item Fulfillment is generated via script2)On IF generation invoice/cash sale is generated via script Git link: https://github.com/Jobinandjismi/Second_Source_Rx/tree/swapna-JJ0151