Oracle NetSuite: How bills sync

If you sync with Oracle NetSuite, here are some helpful tips and notes on how bills sync.

From Oracle NetSuite to

  • If a bill is created from a purchase order (PO), it'll sync to
    • Edit line items for these bills in Oracle NetSuite, editing in will unlink the bill from the PO in Oracle NetSuite. The Description field for the line item in will show the bill is connected to a PO in Oracle NetSuite.
  • If a bill is partially or fully paid in Oracle NetSuite, it won't sync from Oracle NetSuite to
  • If the currency for a bill isn't USD (US dollars,) it won't sync from Oracle NetSuite to
  • $0 bills in Oracle NetSuite will sync to as unpaid bills if they don't have payments on them in Oracle NetSuite

From to Oracle NetSuite

  • only supports classifications in the line items of a bill. Bills in Oracle NetSuite can be classified both in the general section of the bill, as well as the line items of the bill.
    • When bills sync from to Oracle NetSuite, the general section of the bill will use the classification that's set as the Default Payables classification in the Preferences within Oracle NetSuite
    • To make it easier to reclassify these records (as needed), create a department, location, and/or class called Unclassified, Uncoded or something similar, and set that as the Default Payables classification. This will allow a report to be run to isolate the bills that need to be reclassified.
  • If Oracle NetSuite’s “Only Sync Approved Bills/Credits” is enabled, bills won't sync to Oracle NetSuite unless their Approval Status is Approved
    • When bills sync to Oracle NetSuite with this enabled, the status will automatically be set as “Approved” in Oracle NetSuite.
  • Once a bill is approved in and syncs to Oracle NetSuite, changes to the approval status won't sync.