Version: eXtendSanMar 1.1.8 and above
Audience: Administrator

Overview

SanMar may send an invoice response with a credit memo instead of an invoice. This article explains how to configure automatic vendor credit generation from vendor bills when receiving a credit memo from SanMar.

Prerequisites

Access to NetSuite administrator role or permissions to configure:
  • Vendor Bill transaction forms
  • eXtendTech Field Mapping records
  • NetSuite Workflows

Configuration

Follow these steps to set up automatic vendor credit generation for SanMar credit memos.

Form Configuration

On the vendor bill transaction form, add the field Is SanMar Credit Memo? {custbody_extend_sanmar_credit_memo}. This field determines if the received invoice from SanMar was a credit memo.

Field Mapping Setup

  1. Navigate to eXtendTech → eXtendSanMar → Field Mapping List → New
  2. Configure the eXtendTech Field Mapping record with these values:
  • Name: sanmar_ns_vendor_bill_is_credit_memo
  • Integration Name: sanmar_ns_vendor_bill
  • Mapping List: direct
  • Input Field: Invoice__Header__IsCreditMemo
  • Output Field: custbody_extend_sanmar_credit_memo
  • Output Data Type: boolean

Workflow Setup

  1. Locate the bundle workflow named eXtendSanMar - Create Vendor Credit [B]
  2. Make a copy of this workflow and name it eXtendSanMar - Create Vendor Credit [L]
  3. Suspend the original bundle workflow
  4. Add any additional conditions as needed and release the new workflow

Usage

When creating a vendor bill from a SanMar invoice utilizing any of the methods included in Create NetSuite Vendor Bills from SanMar Invoices with eXtendSanMar:

  • Automatically check the Is SanMar Credit Memo? field if SanMar indicates it's a credit memo
  • Trigger the workflow to create a vendor credit from the vendor bill