Bills and Invoices LITE
6 min
when bills lite is enabled, the bill will be pushed to netsuite as a lite bill this will only transfer historical bills to netsuite with zero amounts, which will then mark the bill as "paid in full" by default and will not record their payments to send any amount values, such as rate, amount, or totals, at the bill level or line item level, use custom fields in netsuite to capture them from salesforce refer to the docid\ x9iqod7ig4nenfnsufyg section on how to create these in salesforce so suite migration can automatically pick them up and push them to netsuite lite feature is designed to post historical invoices to netsuite without impacting the accounting system the actual amounts will be recorded in netsuite through journal entries generated from the trial balances of the source (qbo) in netsuite create a transaction body field called “migration amount” create transaction line fields called “migration rate” and “migration amount” and customise your bills form so you can see them on the bill and line item table in salesforce to start, go to salesforce setup > object manager then, go to the netsuite bill object we can a create formula field so we do not have to manually fill in the value in salesforce on the netsuite bill record with a field api name of df nb custbody migration amount c matching netsuite api names next, go to salesforce setup > object manager then, go to the netsuite line item we can create formula fields so we do not have to manually fill in the value in salesforce on the netsuite line item with a field api name of df tx custcol migration rate c and df nb custcol migration amount c matching netsuite api names where df refers to a destination field indicating its presence in the destination netsuite org, and tx or nb refers to the data type, and custcol migration rate refers to the actual api name of the custom field in netsuite the field label can be whatever you want, though we recommend you call it the same as what is in netsuite for consistency this custom field will automatically be added to your page layouts we will push all the custom fields starting with df to netsuite during the record push line item fields in salesforce similarly, we can create amount or total fields on the bill object, to pass the actual bill's total amount to netsuite custom fields structure df tx netsuite field apiname data types we support the following netsuite data types take a look at the appropriate data type shortcode to be added to your salesforce api name netsuite data types salesforce data type free form text tx long text, text area tx hyperlink tx list record lr check box cb date da date time dt currency nb percent nb decimal number nb integer number in
