RE: Problem with CSV Import of Invoices

I’m using NetSuite’s CSV import to import invoices into the system.

The problem is that we tried to import transactions that should have been made from Sales Orders, with column Created From in CSV and wanted to map it to Created From Field. But because field Created From is disabled in Netsuite and cant be added to custom form of invoice, we don’t have an option to map the data to that field.

Is there a workaround for this problem except to make a map/reduce script that would do record.transform() on said sales order records?

popovicv Rookie Asked on July 7, 2022 in Other.
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3 Answers

Couldn’t you just import as Sales Orders and then just use the Invoice Orders functionality to bill them (i.e. create invoices from them)?  You’d have to be careful about not sending out any customer communication if you have custom workflows or anything there, and it might be a bit of a pain if you need the bill dates to reflect a number of different dates, but assuming there’s not an astronomical number there, it should be workable. Might also need to backfill inventory and mass fulfill orders first depending on your inventory situation.

However, I’d first go to the sales people and ask what they’re actually going to do with that data that they couldn’t do from a static data set.  IME the value of historical data trends to zero over the course of a year and no one ever looks at it after that, so it’s typically worth really pushing on whether it’s actually needed.

Intermediate Answered on July 7, 2022.
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