suitetalk Archives - Michael Bianco

Notes on Locked Records in NetSuite

In NetSuite, records can be "locked". This is a special state that is poorly documented and introduces some very strange behavior. Hopefully, some of these notes save someone banging their head against the wall to solve this problem! Records can be locked in NetSuite in one of two ways: (1) the accounting period the transaction is in can be locked (2) or the record can be explicitly locked. You cannot determine if the accounting period is locked directly from the record. You’ll need to pull the associated AccountingPeriod posting_period object reference. You cannot "explicitly" lock a transaction in NetSuite via the API. I have not found a way to do this through the GUI either. A workflow can lock a record in NetSuite…

Notes on Working with Jobs (Projects) using the SuiteTalk NetSuite API

Jobs are a confusing part of the NetSuite system. Here’s some notes and resources to help make handling jobs easier: Jobs are named Projects in the GUI There are two versions of jobs: “standard” and “Advanced Jobs”. They both use the same core job record but change how the data is structured on the customer. Jobs have a kcustomer attribute that is not accessible via SuiteTalk which represents the customer that the job is associated with. This field is accessible via SuiteScript. You could most likely expose this field by creating a formula field on the job record with {kcustomer} as the formula. There is no customer field on the job schema However, there is a customer field on the job search columns…

Notes on Dates & TimeZones with NetSuite’s SuiteTalk API

Setting date and datetime fields in NetSuite using the SuiteTalk API is tricky business. Here’s some notes on how to ensure that the date you push over to NetSuite persists the way you’d expect regardless of the server, local server, user, and company timezone. The API is sensitive to the timezone of the current user. If you push the same datetime value to the XML via SuiteTalk, and change the timezone settings on the user preferences page, the resulting date set on the record will most likely change. The timezone is not available on the employee record. Also, the timezone is not available on the company/subsidiary record. It is impossible to determine the timezone set on the user or the company from the SuiteTalk API…

Notes on NetSuite’s Gift Certificate Record

The gift certificate functionality in NetSuite is much more limited than other functionality in NetSuite. It’s also the only option for implementing store credit, electronic, and physical gift cards in NetSuite. If you need to integrate with the gift certificate system in NetSuite, here are some notes to help you along the way: Gift certificates are not created directly. They are are created by creating a “Gift Certificate Item” and using that item in a SalesOrder. Gift certificates can be created without an associated posting transaction (Sales Order) by importing a CSV. However, you cannot create a standalone gift certificate via SuiteTalk…

Finding the NetSuite Deposit Associated with a Payment or Refund

Determining which NetSuite deposit record is associated with a customer payment, customer refund, cash payment, cash refund, etc using SuiteTalk is not straightforward. It’s also challenging to determine if a refund record is still available to be deposited. Payment transactions have a status field which indicates if a record has been deposited or not, but refund records do not have this field. In order to determine if a refund is deposited, you need to search for an associated deposit…

Using NetSuite’s Token Based Authentication with SuiteTalk

NetSuite’s OAuth is very different from the standard oauth flow: setting up a user for token based auth is very cumbersome. It requires digging around in the NetSuite GUI, creating roles, and copy/pasting various keys. Why use token based authentication? The alternative is email + password based authentication. This method works fine, but passwords expire every six months; resetting passwords every six months is a huge pain for a SAAS product that integrates with NetSuite. Plus, email + password auth is much less secure (an attacker can login to the GUI with a email and password). Here’s a guide to getting setup with token based authentication. Note that you must be using a SuiteTalk API versions greater than 2015_2. 1…

Depositing Transaction Records in NetSuite

Moving transactions in NetSuite from "Not Deposited" to "Deposited" is not straightforward when using NetSuite SuiteTalk. You need to ensure that undocumented requirements for each record type are met. After you’ve validated that your records are properly configured, you can include them in a new deposit using the following structure: Note that you don’t need doc, type, or any of the other fields available on the a DepositPayment item. It’s also important to note that the other fields on the DepositPayment don’t actually effect how NetSuite handles the referenced transaction record. deposit, id, and payment_amount are the only fields that matter when referencing a NetSuite transaction on a deposit.

How to Refund a Customer Deposit using NetSuite SuiteTalk

When refunding a NetSuite CustomerRefund or CashSale you’ll add it to apply_list: Refunding a CustomerDeposit works a bit differently. If you inspect the SuiteTalk XML response for a CustomerRefund created for a CustomerDeposit it will appear under the apply_list XML tag. If you use that XML tag when creating the CustomerRefund you’ll get the following error: Instead, you need to use the deposit_list tag:

How to Find the NetSuite Web Services Account Number

Finding the account number for NetSuite’s SuiteTalk WebService API isn’t very straightforward. This number is required for any applications with connect to NetSuite via their SuiteTalk API. Navigate to the SuiteTalk preferences via "Setup > Integration > Web Services Preferences", by searching for "page: Web Services Preferences" in the global search bar, or by visiting this URL (may not work depending on your NetSuite data center). You’ll see the following screen containing the Account Number (also called the Account ID): Some things to keep in mind: The account number is not always a number. It can be a string of letters…

Resolving the NetSuite LIST_ID_REQD Deposit Record Error

Creating deposit records in NetSuite using the SuiteTalk API can sometimes result in the following error: This error is not well documented at all and does not point to a single issue. In order to properly handle and prevent this error from occurring you need to implementation validation before upserting (or adding, updating, etc) the record. Here are the various causes of the error: The included refund’s (CashRefund, CustomerRefund) account field is not set to the NetSuite instance’s “Undeposited Funds” account. The easiest way to determine what the “Undeposited Funds” account internalId is to search for the account by name and grab the first search result. The name of the “Undeposited funds account can be customized…

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