This article is relevant if you need to programmatically or automatically apply open NetSuite credit memos to invoices.

Background

In many of our client implementation or new support situations, we are asked to help clean up concerns related to poor processing before we work with them to straighten out their recordkeeping practices. Other times, we are asked to create interesting innovations. Recently, we were asked to produce a mechanism where we could import both invoices and credit memos from a single CSV file. This can’t be done natively. But we have a free tool called the “Prolecto Record Import / Export Manager” designed to extend the challenges and limitations of NetSuite’s native CSV uploads. This tool allows us to use some SuiteScript to gain full control over the shape of the import.

Applying credit memos to invoices can be more challenging when doing it via SuiteScript because it is not obvious what to do.

SuiteScript 2.0 Function to Apply NetSuite Credit Memos to Invoices

Below is a NetSuite JavaScript function to help you. The key is to go through a payment record via a transform.

//pass the invoice internal ID we are trying to apply the credit which
//can be sourced from mass update, scheduled workflow, map reduce pattern

function applyCreditMemos(intInvoiceId){
	// apply open credit memo(s) to invoice [assumption under the same AR account]
	var objCustPaymtRec = record.transform({
		fromType : record.Type.INVOICE,
		fromId : intInvoiceId,
		toType : record.Type.CUSTOMER_PAYMENT,
		isDynamic : true
	});
	
	if (objCustPaymtRec) {
		objCustPaymtRec.setValue('memo', 'Created to apply open credit memo(s)');
		
		//assumption is that we will apply all the credit memo available
		var intAppliedLns = 0;
		var intCreditLns = objCustPaymtRec.getLineCount('credit');
		for (var i = 0; i < intCreditLns; i++) {
			objCustPaymtRec.selectLine('credit', i);
			objCustPaymtRec.setCurrentSublistValue('credit', 'apply', true);
			objCustPaymtRec.commitLine('credit');
			intAppliedLns++;
		}

		//only commit the payment record if we have indeed found credit memos
		if (intAppliedLns) {
			var intCustPaymtId = objCustPaymtRec.save({
				enableSourcing : true,
				ignoreMandatoryFields : true
			});
			log.debug(logTitle, '[2] Apply the Credit Memo(s): ' + intCustPaymtId);
			return intCustPaymtId;
		}
	}
	//if we get here, we didn't do work
	return null;
}

Work with NetSuite Specialists

My hope is this article makes you more productive. Likely, you are a NetSuite Administrator or Developer who appreciates the power of NetSuite platform. If you would like to get closer to the Prolecto Team, let's have a conversation.

Marty Zigman

Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.

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