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NetSuite Sync: Best Practices for Vendor Credits

From NetSuite to

  • If a bill is created from a PO, it will sync to
    • Do not edit the line items of these bills in; doing so will unlink the bill from its PO in NetSuite.  The Description field for the line item in will notify you if the bill is connected to a PO in NetSuite.
  • If a bill is partially or fully paid in NetSuite, it will not sync from NetSuite to
  • If the currency for a bill is not USD (US dollars), it will not sync from NetSuite to
  • Approval status does not affect what does or does not sync from NetSuite to

From to NetSuite

  • Vendor credits in NetSuite can be classified both in the general section of the vendor credit, as well as the line items of the vendor credit. only supports classifications in the line items of a vendor credit.
    • When vendor credits sync from to NetSuite, the general section of the vendor credit will use whatever is set as the Default Payables classification in the Preferences record.
    • To make it easier to reclassify these records (as needed), you can create a department, location, and/or class called “Unclassified”, or “Uncoded”, or something similar, and set that as your Default Payables classification.  This will allow you to run a report to isolate the vendor credits that need to be reclassified.
  • If you would like the sync to be able to apply vendor credits in NetSuite, when the period is closed, you will want to enable Non-GL Changes to the Accounting Period in NetSuite:
    • Setup > Accounting > Manage Accounting Periods
      Click on the period in which the vendor credit is dated in order to edit the base period
      Ensure "Allow Non-G/L Changes" is checked on as true
  • If you are using NetSuite’s  “Only Sync Approved Bills/Credits” is checked, vendor credits will not sync to NetSuite unless their Approval Status is Approved.
    • When vendor credits sync to NetSuite with this enabled, their status will automatically be set as “Approved” in NetSuite.
    • Once a vendor credit is approved in and syncs to NetSuite, changes to the approval status will not sync.



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