How can I batch invoices into customer payments using the REST API?

Hi all,

Having trouble creating/transforming invoices into customer payments using the REST API. I have no issue transforming an invoice into a customer payment like so:

POST {{REST_SERVICES}}/record/v1/invoice/4960/!transform/customerpayment 

However I’d like to add multiple invoices to a customer payment in one API call, and I’m not sure how to do that. When I structure my request like this;

How can I batch invoices into customer payments using the REST API?

I get the following error:

{
“type”: “https://www.w3.org/Protocols/rfc2616/rfc2616-sec10.html#sec10.4.1”,
“title”: “Error while accessing resource: You have attempted an invalid sublist or line item operation. You are either trying to access a field on a non-existent line or you are trying to add or remove lines from a static sublist.”,
“status”: 400,
“o:errorCode”: “USER_ERROR”
}
Ideally I would be able to transform multiple invoices into a customer payment…perhas by using the transformation of customer->customerpayment. But I’m not sure how to include multiple invoices that way.
Thanks!
Rookie Asked on August 28, 2020 in SuiteTalk.
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7 Answer(s)

Hi Jonathan,

Do you have a way to determine which Invoices you’ll apply the payment to?

Thanks,

Chris

Intermediate Answered on August 31, 2020.
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Hey Chris,

Yes, I want to specify the invoices which I will turn into a payment. As in, I know I know I want to add a customer payment using invoices 1 and 2, so I’d like to either transform a customer -> customer payment using those invoices, or create a new customer payment using those invoices.

 

I had issues doing this with 2020.1, but I”m upgrading our sandbox to 2020.2, so I’m going to try and take advantage of the new invoice grouping feature to accomplish this

Rookie Answered on August 31, 2020.
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Hi Jonathan,

Invoice grouping may well get you to the end result from what I’ve seen but I don’t think it’s included in any of the documentation at the moment.

In case you loop back to some of your original thinking, I believe this is the sort of area you’d need to look at in order to update the apply sublist:
https://netsuite.custhelp.com/app/answers/detail/a_id/87133

The keys in question should be the references to the invoices that you want to pay.

I hope this might help and, equally, I’ve done a little playing around with Invoice Groups so please feel free to give me a shout if you want to discuss anything in that area too.

Thanks,

Chris

Intermediate Answered on August 31, 2020.
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Thanks a lot Chris!

One of the reasons I want to try 2020.2 is I had issues with updating the apply sublist. I may have gotten the calls incorrect, but i kept getting the error in my first post whether I created a new cust payment or transformed a cust to a cust payment.

They added a “doc” field to the apply sublist in 2020.2, so I might use that if invoice grouping doesn’t work.

Rookie Answered on August 31, 2020.
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FYI I successfully batched invoices into customer payments using 2020.2 and the following request:

{{REST_SERVICES}}/record/v1/customer/144/!transform/customerpayment
 
{
 
"externalId": "PYMT-test",
 
"apply": {
 
"items": [
 
{
 
"apply": true,
 
"doc": {
 
"id": "201"
 
},
 
"amount": 0.01
 
},
 
{
 
"apply": true,
 
"doc": {
 
"id": "12"
 
},
 
"amount": 0.01
 
}
 
]
 
}
 
}

RE: How can I batch invoices into customer payments using the REST API?

Rookie Answered on September 1, 2020.
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Chris, I would love to hear how you’ve navigated invoice grouping using the REST API. So far I’ve done the following:

  1. Enabled invoice grouping for the account
  2. Enabled invoice grouping for a specific customer

But I’m not sure how to go about actually grouping the invoices. Do I patch each invoice I want to group with an invoice group id, and then create a customer payment using that invoice group?

Rookie Answered on September 1, 2020.
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Hi Jonathan,

I’ve not tried through REST Web Services but here are some notes I made on using SuiteScript:

————————————————————————————————————————

[…] the sublist on an Invoice Group is not like that on a standard transaction. In fact, the relationship from Invoice to Invoice Group is stored on the Invoices themselves in these two fields:

  • For Invoice Grouping (forinvoicegrouping)
  • Grouped To (groupedto)
However, to further complicate matters, from what I have seen neither of these fields may be directly scripted.
[…] I can confirm that the following actions allowed me to associate a couple of existing Invoices with an Invoice Group:
action.execute({id: ‘markforgrouping’, recordType: ‘invoice’, params: {recordId: XXX}});
action.execute({id: ‘markforgrouping’, recordType: ‘invoice’, params: {recordId: YYY}});

action.execute({id: ‘groupinvoices’, recordType: ‘invoicegroup’, params: {recordId: N, invoicelist: ‘XXX,YYY’}});
There are also the options to remove from a group and unmark for grouping.

————————————————————————————————————————

Not sure whether those fields are available through REST. Also, contrary to what I believed to be the case, it looks like actions are supported and so it’s worth checking whether these actions are included:
https://netsuite.custhelp.com/app/answers/detail/a_id/87480

Thanks,

Chris

Intermediate Answered on September 1, 2020.
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