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?

Rookie Asked on July 7, 2022 in Other.
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3 Answer(s)

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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Now that I think on it, you could also get around the invoice date challenge via a CSV update once the invoices have been created.

Intermediate Answered on July 7, 2022.
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“Is there a workaround for this problem except to make a map/reduce script that would do record.transform() on said sales order records?” No, there is not. The record.transform() function is required to “transform” sales order data into corresponding invoices AND have the invoice associated with the sales order it was generated from (keep NetSuite back-end linkage as if you were generating the invoice in the UI).

Sorry I do not have better news for you!

Sonny

Beginner Answered on July 19, 2022.
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