Automating Invoice Creation in NetSuite
One of our clients, a leading software company from Australia wanted us to review their invoice creation process and propose a solution to automate the process. They wanted us to develop and implement the invoice process automation in their NetSuite Account because our solution was a perfect fit for their business process.
Requirement
An Australian client of ours is a leading software company in the country. They approached us with a request to review their invoice creation process. The firm also wanted our experts to propose a solution to automate the process.
Our client wanted to generate invoices for sales orders from a customized page on NetSuite. Here the user should be able to filter out the sales order after specifying the selection criteria.
The customer wanted line-specific invoicing that provides them with the option of invoicing a specific quantity per line. They can also automate certain details during the invoice creation. This is because they are not supported on the standard page.
The system enforces concurrency limits on the Suitelet. It notifies the user about the failure during the invoice creation process through an email.
This means the user has to review the same and reprocess the failed one yet again. While clicking the ‘Generate Invoice’ button, the system stores the Sales Order in the custom record.
Think of a scenario where the user immediately opens the Suitelet page and applies the criteria to display the order list. The system lists the previously chosen sales order list. This is because the software creates the invoice through a scheduled process.
The user has to select the orders accordingly. He/she also ensures that the previously selected sales order is not repeatedly selected.
The system removes the Sales Order item lines chosen before. This happens when NetSuite creates an invoice for the same.
Solution
Our experts examined the details of the requirements. They were able to achieve it by implementing a suitelet page in the NetSuite account. Users can thus generate an invoice record by selecting the sales orders from the Suitelet page.
Result
The addition of Suitelet page in the NetSuite account is successful. Our intervention helps users generate invoices for sales orders. They comprise line-specific invoicing and specific quantity per line invoicing.
The system also automated certain details to the invoices which are not supported on the standard page.
