Customer Deposit Flow Clarification

Integration Apps
1

Integration Name : Shopify to Netsuite
Flow name : Shopify transaction to NetSuite customer deposit (add)
The majority of orders will be from customers who have a credit account with us. Therefore, they have payment terms with us (e.g., pay 20 or 30 days after the end of the month), and a deposit is not needed. Is that clear and will it work correctly?

All ‘prepay’ customers who do not have credit accounts will flow through to the ‘Web Order’ Customer record, where "Web Order Customer" refers to the "Default NetSuite customer if missing on Shopify order."

Clarification Required:

Difference between “payment terms” and “prepay terms”:

I am referring to specific term types in NetSuite e.g., “Net 30” same as we have “Prepay” term.

NetSuite Customer Record:

  • If “prepay terms” are assigned to a customer, a specific term code (e.g., “Prepay”) will be assigned in the Terms field.

Sales Order in NetSuite:

  • If a customer has “prepay terms,” this term will appear on the Sales Order.

Example Scenarios:

  1. Customer A:
  • Has a credit account with us and payment terms like “Net 30.”
  • No deposit record is needed when placing an order.
  1. Customer B:
  • Does not have a credit account with us.
  • ‘Prepay’ customers who do not have credit accounts will flow through to the ‘Web Order’ Customer record.
  • So, for that customer we need customer deposit.

We are seeking suggestions and are unsure if this will work. Please share your thoughts on whether this approach will be effective.

2

Hi,

Some NetSuite accounts allow customer deposit to be created when sales order has terms and some don't. You can check if the option to create customer deposit appears on top of the sales order.

According to the article below, NetSuite only allows creating Customer Deposit record for a sales order if the Payment Method field on the sales order is empty and only Transactions marked as Captured are considered for creating Customer Deposits.. You can use this for your sample scenarios in figuring out when a customer deposit should be created.

https://docs.celigo.com/hc/en-us/articles/228383128-Manage-cash-sale-invoice-billing-and-customer-deposits-Shopify-NetSuite-Integration-App#h_01J1FJQFHWD20Z01NZ9Z0VCKY2

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