If you're a Netsuite integration customer, migrating your Zuora account won't automatically migrate your Netsuite connector to support Invoice Settlement.
Zuora provisions a new connect app instance to support Invoice Settlement. It's essential to complete these steps before/during migration rather than after enabling the Invoice Settlement feature.
Prepare data for migration
Follow the pointers below to prepare data sync for Netsuite.
Ensure you sync all the required IIA before activating Invoice Settlement in Billing, or you'll have to handle unsynced IIA manually.
The migration process converts negative invoices into credit memos. One negative invoice produces a single credit memo. The initial step to write off the negative invoice is to use Invoice Item Adjustments. A pre-configured one-time charge is used to create a credit memo.
The use cases below aid in comprehending the migration procedure for negative invoices.
Case 1: Negative invoices already synced to NetSuite
During migration, the credit memos that are created to migrate the negative invoice will have the reason code
AR Mig - negative invoice. You can use this in the data source export to filter data. After the migration, mark Yes for Transfer to accounting on the credit memo to avoid syncing those transactions to Netsuite again.
To filter the credit memo, use the argument specified below,
select id,MemoNumber from creditmemo where ReasonCode = ‘AR Mig - negative invoice’;
After the migration phase, Zuora will generate the Invoice Item Adjustment for negative invoices. However, the IIA will not be synced through the NetSuite connector provision. So, no action is required for the generated IIA.
Case 2: Negative Invoice not synced to Netsuite
During the migration, mark Transfer to accounting as Yes on the negative invoice and sync the generated credit memo after Invoice Settlement is enabled.
Steps to re-provision and set up Netsuite Connector
- Create a support ticket at Zuora Global Support to help you set up a new account ID and environment ID.
- Refer to Create a New Login for NetSuite to establish a new OAuth-based authentication in Zuora.
- Follow the steps in Create an OAuth Tenant Login in Zuora Connect to generate an OAuth user for your Connect App.
- (Optional): Create a new user in Connect to link to a new NetSuite account. You can create a NetSuite user to link the connect app to a new NetSuite account.
- Request the provisioning team to disable the current Boomi account and create a new permanent one. You can access your existing Boomi account for sync preferences and logs even if disabled.
- Use the guide Create a new instance of Zuora connector for NetSuite to create a fresh connector app instance after the new account has been provisioned. Connect your Zuora account to the recently created connect app instance.
- Follow the instructions in Configure Sync Preferences to configure the settings for the connector and scheduler after creating the new Connect App instance.