ANS-0798 · SALES ORDER PROCESSING
How Does NetSuite Determine if a Sales Order Becomes an Invoice or Cash Sale?
Understanding the key field that dictates whether a NetSuite Sales Order generates an Invoice or a Cash Sale upon billing.
Short answer
NetSuite determines whether a Sales Order transforms into an Invoice or a Cash Sale based on the presence of either 'Terms' or a 'Payment Method'. If the Sales Order includes 'Terms', it will generate an Invoice. Conversely, if a 'Payment Method' is specified, the Sales Order will transform into a Cash Sale.
Scenario
Users often encounter situations where a Sales Order is expected to bill as a specific transaction type, either an Invoice or a Cash Sale, but the outcome is different than anticipated. This can lead to confusion regarding the system's logic for converting Sales Orders during the billing process.
Solution
NetSuite's behavior for converting a Sales Order into either an Invoice or a Cash Sale is determined by the presence of specific fields on the Sales Order record. A Sales Order cannot have both "Terms" and a "Payment Method" simultaneously. The conversion logic is as follows:If the Sales Order has "Terms" defined, it will transform into an Invoice.If the Sales Order has a "Payment Method" specified, it will transform into a Cash Sale.
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