This article will help you understand how the integration of the Invoices works:


How to set up the Invoices integration


To set up the integration based on Invoices, you need to:

  • Open the NetSuite integration page;
  • Select the Approved Invoices in the Documents to Send field.
  • Press the Save button to confirm changes.



Following the link, you can receive more general information on how to set up the integration with NetSuite.


In NetSuite, the Invoice will be integrated into the Transactions  Payables → Enter Bills → List.



How to send Invoices into NetSuite


In Precoro, create an Invoice, add items to it by filling out the necessary details, and the document will be automatically sent to NetSuite.



In case you have made changes you wish to import into NetSuite, use the Send to NetSuite button on the Invoice page to do it manually.



In the Integrations logs, you can receive information in case there are troubles with Invoice import and also see the message that the Invoice was successfully imported along with its number created in NetSuite.



Which fields and data are integrated

In Invoices, the synchronization of all the fields works in one-way. Therefore, the changes made in NetSuite will not be transferred into Precoro. 


Primary Information Mapping


Fields in PrecoroFields in NetSuite
Invoice #Reference No.
SupplierVendor
Invoice currencyCurrency
Issue DateDate
Due DateDue Date
Tax SumTax
Gross TotalAmount



Classification Mapping


Fields in PrecoroFields in NetSuite
Company LocationLocation
Document Custom Field — NetSuite DepartmentsDepartment



More information on the Locations integration can be found in the following article How the integration of Locations works.



Items & Expenses Mapping


General information on the item's integration can be found here


When integrating Invoice items, you should consider the way of adding them:


  • If the items were added from the Item Management using Add Item button, and the items were previously integrated, they would be displayed in NetSuite in the Items tab.


Only previously integrated items will be transferred into the Items block in NetSuite. 
In case you have added not integrated items from the Item Management list, they would still be integrated into the Expenses block.


  • If the items were added manually, using the Add empty row button, they would be displayed in NetSuite in the Expenses tab.


Mapping of the integrated items added from the Item Management list


Fields in PrecoroFields in NetSuite
NameItem
Quantity/UnitQuantity
Price/CurrencyAmount
Tax,%Tax Code
Tax SumTax Amt
Gross TotalGross Amt
Item Custom Field — NetSuite LocationsLocation
Item Custom Field — NetSuite DepartmentsDepartment
Item Custom Field (or Document Custom Field) — NetSuite ClassesClass
Item Custom Field — NetSuite CustomersCustomer Project



Classes can also be integrated as a Document Custom Field. More information on this you can find considering this article.


Mapping of the manually added items


Fields in PrecoroFields in NetSuite
NameMemo
Price/CurrencyAmount
Tax,%Tax Code
Tax SumTax Amt
Gross TotalGross Amt
Item Custom Field — NetSuite LocationsLocation
Item Custom Field — NetSuite DepartmentsDepartment
Item Custom Field — NetSuite ClassesClass
Item Custom Field — NetSuite CustomersCustomer Project
Item Custom Field — NetSuite Chart of AccountsAccount



Attachments Integration 

In NetSuite, the Attachments are transferred to the Communications → Files tab:



How to Cancel the Invoice

If you cancel the document in Precoro, it will be automatically removed from NetSuite.



You can create a Payment in NetSuite and import the document to Precoro using the Integrations page. To make the import in Precoro, choose the Due Date and press the Import Payment button.


In NetSuite, you can find Payments in the Related Records tab.