NetSuite Payment Terms

In NetSuite, the Payment Terms are a dedicated object. So, while to the user, they appear to be a text-based picklist, in the background, it is instead a dedicated object that presents as a picklist.

Breadwinner needs the NetSuite ID when creating an Invoice using either our Guided Wizard or Global API. This means that you will need to find the Terms object in NetSuite in order to obtain the underlying Terms ID.

To access this object in NetSuite, go to "Setup > Accounting > Account Lists", click on Accounting Lists, and then Filters, Type = Term.

The Internal ID is the column in the green box. This is the number that Breadwinner needs.

This ID must be passed to Breadwinner using the Custom Guided Wizard or the Global API.

If using the Custom Guided Wizard, you can see the Invoice documentation with Terms here. It might appear in your Custom URL like this.

Your users will typically want to see a picklist on the Salesforce Account (or Opp or Order, etc) where they can select the Terms, which might look like "Net 30" in the picklist.

This text needs to be converted to the NetSuite Internal ID before being passed to Breadwinner. One easy way to do that is to create a Text Formula field on the originating object, using the CASE() formula. This formula field might look something like