Transform to Cash Sale is a powerful action that simplifies the process of converting a customer record into a cash sale within the NetSuite environment. By seamlessly integrating customer data with sales transactions, this action enhances your ability to manage financial operations efficiently. It allows you to quickly generate cash sales, ensuring accurate record-keeping and streamlined cash flow management. This functionality is ideal for businesses of all sizes looking to improve their sales processes and maintain precise financial oversight.
Configuration
NetSuite - Connection (ver. 1.0.0)
URL
URL of your NetSuite instance.
Account ID
Account ID for NetSuite API.
Consumer Key
Consumer key for NetSuite API.
Consumer Secret
Consumer secret for NetSuite API.
Token ID
Token ID for NetSuite API.
Token Secret
Token secret for NetSuite API.
NetSuite - Configuration (ver. 1.0.0)
Error behavior
The available values are:
Fail and return response: The connector fails at the specified line but generates output with error details.
Fail without response: The connector fails - the error will be displayed only in the log.
Do not fail and return response: The connector does not fail but generates output records that may be marked with an error and detailed information.
Input & Output Schema
Input
NetSuite - Transform Customer To Cash Sale Request (ver. 1.7.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the customer record
CashSale
NetSuite - Cash Sale v1.5.0
No
Represents the cash sale associated with the customer
NetSuite - Status (ver. 1.4.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom data related to the credit memo
NetSuite - Bill Country (ver. 1.4.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
NetSuite - Source (ver. 1.4.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
NetSuite - Undep Funds (ver. 1.2.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the customer in NetSuite
RefName
String
Yes
Display name of the customer used in the connector
CustomFields
JSON
Yes
Additional user-defined fields related to the customer
NetSuite - Payment Operation (ver. 1.2.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the customer in NetSuite
RefName
String
Yes
Display name of the customer used in the connector
CustomFields
JSON
Yes
Additional custom attributes associated with the customer
NetSuite - Cash Sale Billing Address (ver. 1.4.0)
Column
Data type
Allow null
Description
Zip
String
Yes
Represents the postal code of the customer address
Country
NetSuite - Country v1.4.0
Yes
Indicates the country of the customer
Addr2
String
Yes
Additional address line for the customer
City
String
Yes
Specifies the city of the customer address
Addr1
String
Yes
Primary address line for the customer
LastModifiedDate
DateTime
Yes
Records the last date and time the customer was modified
Addr3
String
Yes
Optional third address line for the customer
ExternalID
String
Yes
Unique identifier for the customer in external systems
AddrPhone
String
Yes
Phone number associated with the customer address
Addressee
String
Yes
Name of the person or entity to whom the address belongs
Attention
String
Yes
Additional attention line for the customer address
Override
Bool
Yes
Indicates whether to override existing customer data
State
String
Yes
Specifies the state or province of the customer address
AddrText
String
Yes
Full text representation of the customer address
RefName
String
Yes
Reference name for the customer, often used for display
Links
NetSuite - Ns Link v1.1.0
Yes
Contains links related to the customer for integration
CustomFields
JSON
Yes
Stores custom fields associated with the customer
NetSuite - Cash Sale Accounting Book Detail Collection (ver. 1.5.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Provides a link to the NetSuite API for accessing customer data
TotalResults
Integer
Yes
Indicates the total number of customer records retrieved
Count
Integer
Yes
Represents the number of customer records in the current response
HasMore
Bool
Yes
Indicates whether there are more customer records to fetch
Offset
Integer
Yes
Specifies the starting point for the next set of customer records
Items
NetSuite - Cash Sale Accounting Book Detail Element v1.3.0
Yes
Contains the list of customer records retrieved from NetSuite
CustomFields
JSON
Yes
Holds any additional custom fields associated with the customer records
NetSuite - Cash Sale Gift Cert Redemption Collection (ver. 1.5.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Provides the link to the NetSuite instance for API calls
TotalResults
Integer
Yes
Indicates the total number of results returned by the query
Count
Integer
Yes
Represents the number of items in the current response
HasMore
Bool
Yes
Indicates whether there are more results available to fetch
Offset
Integer
Yes
Specifies the starting point for the next set of results
Items
NetSuite - Cash Sale Gift Cert Redemption Element v1.3.0
Yes
Contains the list of cash sale gift certificate redemption items
CustomFields
JSON
Yes
Holds any additional custom fields associated with the customer
NetSuite - Cash Sale Shipping Address (ver. 1.4.0)
Column
Data type
Allow null
Description
Zip
String
Yes
Represents the postal code of the customer location
Country
NetSuite - Country v1.4.0
Yes
Indicates the country of the customer
Addr2
String
Yes
Contains additional address information
City
String
Yes
Specifies the city of the customer
Addr1
String
Yes
Contains the primary address line for the customer
LastModifiedDate
DateTime
Yes
Records the last date and time the customer information was modified
Addr3
String
Yes
Holds any further address details
ExternalID
String
Yes
Unique identifier for the customer in external systems
AddrPhone
String
Yes
Stores the phone number associated with the customer address
Addressee
String
Yes
Names the individual or entity to whom the address belongs
Attention
String
Yes
Indicates the person or department to whom correspondence should be directed
Override
Bool
Yes
Determines if the existing customer data should be overridden
State
String
Yes
Specifies the state or region of the customer
AddrText
String
Yes
Provides a formatted text representation of the address
RefName
String
Yes
Contains a reference name for the customer
Links
NetSuite - Ns Link v1.1.0
Yes
Holds related links for the customer record
CustomFields
JSON
Yes
Stores additional custom data fields for the customer
NetSuite - Cash Sale Exp Cost Collection (ver. 1.5.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Provides a link to the NetSuite instance for API calls
TotalResults
Integer
Yes
Indicates the total number of customer records retrieved
Count
Integer
Yes
Represents the number of customer records in the current response
HasMore
Bool
Yes
Indicates if there are more customer records available to fetch
Offset
Integer
Yes
Specifies the starting point for the next set of customer records
Items
NetSuite - Cash Sale Exp Cost Element v1.4.0
Yes
Contains the list of customer records retrieved from NetSuite
CustomFields
JSON
Yes
Holds any additional custom fields associated with the customer records
NetSuite - Cash Sale Ship Group Collection (ver. 1.4.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Provides a link to the NetSuite resource for the customer data
TotalResults
Integer
Yes
Indicates the total number of customer records retrieved
Count
Integer
Yes
Represents the number of customer records in the current response
HasMore
Bool
Yes
Indicates if there are more customer records available for retrieval
Offset
Integer
Yes
Specifies the starting point for the next set of customer records
Items
NetSuite - Cash Sale Ship Group Element v1.2.0
Yes
Contains the list of customer records retrieved from NetSuite
CustomFields
JSON
Yes
Holds additional custom field data associated with the customer records
NetSuite - Country (ver. 1.4.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
NetSuite - Cash Sale Accounting Book Detail Element (ver. 1.3.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Provides a link to the NetSuite instance for data retrieval
ExchangeRate
Double
Yes
Represents the currency exchange rate used in transactions
RefName
String
Yes
Contains the reference name for the customer record
AccountingBook
NetSuite - Ns Resource v1.6.0
Yes
Links to the accounting book associated with the customer
Subsidiary
NetSuite - ID v1.2.0
Yes
Identifies the subsidiary under which the customer is categorized
CustomFields
JSON
Yes
Stores additional custom fields related to the customer record
NetSuite - Cash Sale Gift Cert Redemption Element (ver. 1.3.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Represents the connection link to the NetSuite instance
AuthCodeApplied
Double
Yes
Indicates whether an authorization code has been applied
RefName
String
Yes
Contains a reference name for the customer record
AuthCode
NetSuite - Ns Resource v1.6.0
Yes
Holds the authorization code for accessing NetSuite resources
CustomFields
JSON
Yes
Stores additional custom fields related to the customer
NetSuite - Cash Sale Exp Cost Element (ver. 1.4.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Represents the link to the NetSuite customer record
Memo
String
Yes
Contains additional notes related to the customer
Line
Integer
Yes
Indicates the line number for the transaction
BilledDate
DateTime
Yes
Specifies the date when the customer was billed
Amount
Double
Yes
Represents the total amount billed to the customer
Apply
Bool
Yes
Indicates whether the transaction is applied to an invoice
Url
String
Yes
Provides a URL link to the customer record in NetSuite
OriginalAmount
Double
Yes
Represents the original amount before any adjustments
RefName
String
Yes
Contains the reference name associated with the customer
Location
NetSuite - ID v1.2.0
Yes
Identifies the location associated with the customer
Employee
NetSuite - ID v1.2.0
Yes
References the employee responsible for the customer
Doc
NetSuite - Ns Resource v1.6.0
Yes
Links to the document related to the customer transaction
Class
NetSuite - ID v1.2.0
Yes
Specifies the class categorization for the customer
Category
NetSuite - ID v1.2.0
Yes
Identifies the category associated with the customer
Department
NetSuite - ID v1.2.0
Yes
References the department linked to the customer
CustomFields
JSON
Yes
Contains any custom fields related to the customer record
NetSuite - Cash Sale Ship Group Element (ver. 1.2.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Represents the connection to the NetSuite instance
ShippingRate
Double
Yes
Indicates the cost of shipping for the order
UniqueKey
Integer
Yes
Serves as a unique identifier for the customer record
SourceAddress
String
Yes
Contains the address from which the shipment originates
Weight
Double
Yes
Specifies the total weight of the shipment
HandlingRate
Double
Yes
Represents the cost associated with handling the shipment
ID
Integer
Yes
Unique identifier for the customer in NetSuite
DestinationAddress
String
Yes
Contains the address where the shipment is to be delivered
ShippingMethod
String
Yes
Specifies the method of shipping selected for the order
RefName
String
Yes
Provides a reference name for the customer record
CustomFields
JSON
Yes
Holds additional custom data related to the customer
NetSuite - Item Type (ver. 1.4.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
NetSuite - Item Subtype (ver. 1.2.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
NetSuite - Cost Estimate Type (ver. 1.2.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
NetSuite - Ship Carrier (ver. 1.2.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the credit memo
RefName
String
Yes
Reference name for the credit memo
CustomFields
JSON
Yes
Additional custom fields related to the credit memo
