Sales Orders

Overview

The Sales Orders integration creates sales order records in NetSuite from Zudello sales order data.

Direction: 📤 Zudello → NetSuite
Type: Real-time sync
API: NetSuite SOAP API
Frequency: On-demand processing

Key Benefits

• Real-time sales order creation
• Automatic tax handling with gross amount support
• Custom field mapping capabilities
• Support for item lines with inventory commitment
• Links to customers, projects, and other dimensions

Header Field Mappings

The following fields are mapped from Zudello to NetSuite sales order headers:

Zudello Field	NetSuite Field	Description
SalesOrderNumber	tranId	Transaction reference number
CustomerCode	entity	Customer reference
OrderDate	tranDate	Transaction date
DueDate	dueDate	Expected ship date
Currency	currency	Transaction currency
Memo	memo	Transaction memo/description
Location	location	Location reference
Department	department	Department reference
Class	class	Class reference
Subsidiary	subsidiary	Subsidiary reference
Terms	terms	Payment terms reference
OrderStatus	orderStatus	Sales order status (e.g., Pending Fulfillment)

Line Processing

Item Lines

Item-based sales order lines are created with the following mappings:

Zudello Field	NetSuite Field	Description
ItemCode	item	Item reference
Description	description	Line description
Quantity	quantity	Item quantity
Rate	rate	Unit price
Amount	amount/grossAmt	Line amount (based on tax config)
Location	location	Line-level location
Department	department	Line-level department
Class	class	Line-level class
TaxCode	taxCode	Tax code reference
CommitInventory	commitInventory	Inventory commitment level
IsClosed	isClosed	Flag to close the line

API Configuration

SOAP API Method

The integration uses the add operation with the following configuration:

• Record Type: SalesOrder
• Operation: add
• Response Handling: Captures internal ID on success

Authentication

Uses token-based authentication with:

• Account ID
• Consumer Key
• Consumer Secret
• Token ID
• Token Secret

Special Processing

Tax Handling

The integration supports two tax handling modes:

1. Tax Exclusive (Default): Uses amount field for line amounts
2. Tax Inclusive: Uses grossAmt field when tax codes are marked as inclusive

Custom Fields

Custom fields are mapped using the following structure:

• Script ID mapping from Zudello to NetSuite
• Support for all custom field data types
• Array-based field collection

Inventory Commitment

The commitInventory field controls how inventory is allocated for the order line. Common values include:

• AvailableQty
• CompleteQty
• DoNotCommit

Processing Logic

Sales Order Creation Flow

1. Header Preparation

   • Map standard fields
   • Add custom fields
   • Set order status

2. Line Processing

   • Apply tax handling rules
   • Set inventory commitment level
   • Add custom line fields

3. API Submission

   • Submit via SOAP API
   • Capture response
   • Store internal ID

Amount Calculations

• Tax Exclusive: Line amounts exclude tax
• Tax Inclusive: Line amounts include tax (using grossAmt)
• Multi-currency: Amounts in transaction currency

Error Handling

Common Errors

Error Type	Description	Resolution
INVALID_REF	Invalid customer or item reference	Verify customer/item exists in NetSuite
INVALID_FLD	Invalid field value	Check field mappings and data types
INSUFFICIENT_PERMISSION	User lacks permission	Review user role permissions
UNIQUE_TRAN_ID_IN_PERIOD	Duplicate transaction ID	Check for existing sales orders with the same ID
INSUFFICIENT_INVENTORY	Not enough inventory to commit	Check inventory levels in NetSuite
INVALID_ACCT	Invalid account	Verify account is active (for non-inventory items)

Retry Logic

• Automatic retry for transient errors
• Maximum 3 retry attempts
• Exponential backoff strategy

Troubleshooting

Issue	Possible Cause	Solution
Order not created	Authentication failure	Verify API credentials
Missing customer	Customer not synced or invalid	Ensure customer exists in NetSuite
Tax calculation errors	Incorrect tax setup	Review tax code configuration
Custom fields not mapping	Script ID mismatch	Verify custom field script IDs
Inventory not committed	Incorrect commitInventory value	Check inventory commitment settings

Related Documentation

• Customers
• Items
• NetSuite Integration Overview