A Boomi integration between Salesforce and NetSuite that brings orders across when they are ready to be paid and keeps NetSuite in sync when orders change.
The challenge
Orders are managed in Salesforce, but payment happens in NetSuite. When an order changes after it has been sent across, NetSuite has to be corrected too, otherwise finance pays the wrong amount.
How it works
- Pick up payable orders. Orders in Salesforce are pulled into NetSuite once they are ready to be paid.
- Follow changes. When an order is adjusted in Salesforce, the integration adjusts it in NetSuite automatically.
- Correct with the right documents. Adjustments are made the accounting way, by creating vendor credits and vendor bills rather than editing history.
Highlights
- CRM-to-ERP sync triggered by order status.
- Changes handled through vendor credits and vendor bills, keeping the audit trail clean.
The result
Salesforce and NetSuite agree on every order, and corrections are posted automatically and properly.
At a glance
| Built with | Boomi |
|---|---|
| Systems | Salesforce → NetSuite |
| NetSuite records | Vendor Credits, Vendor Bills |
