RE: Is it possible to use a Customer Deposit as the payment of a Gift Certificate Invoice?

Hello NetSuite Universe,

Is it possible to use a Customer Deposit that was created as a Deposit from a Sales Order as the payment for a Gift Certificate Invoice? We have done this in the past with Credit Memos, where all we have to do is:

  1. Create the Invoice, line is the Gift Certificate
  2. Load the Credit Memo, find the Invoice from #1 in the Apply subtab, and save

 

Pretty straightforward. But when I create a Deposit Application, I cannot see the Customer Invoice listed in the apply subtab.

Am I violating any accounting principle or basic GC mechanics? I am a SuiteScript developer so not really sure if this is a business process restriction.

 

vfalk Beginner Asked on April 14, 2021 in Order Management.
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2 Answers

The trick to get the Customer Deposit to apply to transactions NOT directly created from the related Sales Order is to close the Sales Order first. Once closed, the Deposit Application record shows the open Gift Certificate Invoice.

The business context for this is wanting to use the Customer Deposit to fund a Gift Certificate for a customer to use as Store Credit. Once applied to the Invoice, the customer can use the Gift Certificate in a future, replacement purchase.

Beginner Answered on April 19, 2021.
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