Transaction Fields
These fields modify the “upper half” of the Sales Order, Estimate, or Invoice. By upper half, we mean anything above the line items.
Populating Standard Transaction Fields
Many of these fields are optional to NetSuite, meaning they might not have even been enabled in your NetSuite org. And they are optional in the sense that even if they have been enabled in Salesforce, they might not be required. So you will not necessarily need all of these fields.
Here is an example of populating the PO and Memo field with custom fields from Salesforce.
&po=sales_order_po_api_field__c
&memo=sales_order_memo_api_field__c
Currency Fields
It is possible to have any combination of currencies, multi-currencies, or single currency, including Salesforce and NetSuite not having the same currency structure. So it is possible to have NetSuite Multi-Currency and Salesforce as Single Currency.
Populating the currency of a Transaction requires being aware of the Currency ID, which can be found in the NetSuite Currency object. You might view a currency as USD, Salesforce might view that currency as USD, and NetSuite will view that currency as the currency with the ID of “1”.
With Breadwinner, you can either pass a three letter text value which we will match to the ISO Code listed in the NetSuite Currency records in Salesforce, or you can directly pass an integer, which Breadwinner will pass to NetSuite directly (that integer will populate whatever currency NetSuite has as associated with that Currency ID).
¤cy=sales_order_currency_api_field__c
¤cy="123"
Populating Custom Transaction Fields
(This section does not refer to lookups or picklists which are explained in another section of this document. This section only refers to other data types)
We designate a custom field on a transaction by starting the line of the Custom URL as
&cf_
Which is followed by the type of the custom field (in this case a picklist) followed by the API name of the NetSuite field. Here is the theoretical construction.
&cf_type_netsuite_api_name=formula_field__c
&cf_type_netsuite_api_name="123"
NetSuite Field Type | Type Value | Example |
---|---|---|
Date | date | &cf_date_netsuite_api_name=formula_field__c |
Datetime | datetime | &cf_datetime_netsuite_api_name=formula_field__c |
List Record (Lookup) | picklist | &cf_picklist_netsuite_api_name=formula_field__c |
Integer Number | integer | &cf_integer_netsuite_api_name=formula_field__c |
Decimal Number | number | &cf_number_netsuite_api_name=formula_field__c |
Currency | number | &cf_number_netsuite_api_name=formula_field__c |
Percent | number | &cf_number_netsuite_api_name=formula_field__c |
Check Box | checkbox | &cf_checkbox_netsuite_api_name=formula_field__c |
Free Form Text | text | &cf_text_netsuite_api_name=formula_field__c |
Text Area | textarea | &cf_textarea_netsuite_api_name=formula_field__c |
Long Text | longtextarea | &cf_longtextarea_netsuite_api_name=formula_field__c |
Email Address | text | &cf_text_netsuite_api_name=formula_field__c |
Hyperlink | text | &cf_text_netsuite_api_name=formula_field__c |