Credit Memo transaction sync rules: Standard
Process that syncs NetSuite credit memos to Zuora invoice item adjustments of type credit
This process syncs NetSuite credit memos to Zuora invoice item adjustments of type credit.
This integration syncs records according to the following rules:
- NetSuite credit memo records are synced if they meet the following criteria:
- The related customer account must be synced (the Zuora Customer ID cannot be empty).
- The credit memo's Integration Status is not
Sync Complete. - The credit memo is fully applied (the Amount Remaining is 0).
- The credit memo's Zuora Type is empty (to exclude records synced from Zuora negative invoices and invoice item adjustment credits).
- The credit memo is applied to exactly one Zuora invoice (where the transaction type is
invoiceand Zuora Type isINVOICE).
- The following validations are performed during the sync to ensure data integrity:
- The credit memo is applied to exactly one Zuora Invoice (where the transaction type is
invoiceand Zuora Type isINVOICE). The credit memo can be applied to other non-Zuora invoices or refunded, but can only reference a single invoice that came from Zuora.
- The credit memo is applied to exactly one Zuora Invoice (where the transaction type is
- The NetSuite credit memo's Integration Status is updated to
Creating Invoice Adjustmentto indicate that the record is currently being synced and to assist with error recovery. - A Zuora invoice item adjustment of type
creditis created. - Upon successful creation of the Zuora invoice item adjustment, the new Zuora ID is written to the NetSuite credit memo and the Integration Status is set to
Sync Complete.
Transaction sync notes
Once synced successfully, additional changes to the NetSuite credit memo will not be synced, including cancellations and deletions. If you need to resync a credit memo, you must manually cancel the Zuora invoice item adjustment and clear the Integration Status and Zuora ID fields on the NetSuite credit memo.
Loading multiple credit memos to the same invoice
If a credit memo or invoice item adjustment is made to the same invoice in NetSuite and Zuora, it will work only if the total amount is less than the open invoice balance (the invoice amount less any payments).
The credit memo or invoice item adjustment that is loaded last will fail, and will be logged in the activity logs. You must take corrective action to resolve the issue.