| Name | Type | Cardinality | Label | Required | Help |
|---|
| account |
RecordRef |
0..1 |
Account |
F |
Select the Accounts Receivable account that will be affected by this transaction.
Click New to set up a new account. |
| accountingBookDetailList |
AccountingBookDetailList |
0..1 |
|
|
|
| altHandlingCost |
double |
0..1 |
Handling Cost |
F |
The handling cost automatically calculates depending on the shipping method you select in the Ship Via field.
To change the cost of handling, go to Lists > Shipping Items and select the shipping method with the handling cost you want to change. |
| altShippingCost |
double |
0..1 |
Shipping Cost |
F |
This is a read-only field that returns the shipping costs based on the shipping method selected in shipMethod. |
| amountPaid |
double |
0..1 |
Amount Paid |
F |
|
| amountRemaining |
double |
0..1 |
Amount Remaining |
F |
|
| applied |
double |
0..1 |
Applied |
F |
A read-only field that returns the amount of credit applied. |
| applyList |
CreditMemoApplyList |
0..1 |
|
|
|
| autoApply |
boolean |
0..1 |
Auto Apply |
F |
If TRUE, credit is automatically applied to the oldest open receivable. |
| balance |
double |
0..1 |
|
F |
|
| billAddressList |
RecordRef |
0..1 |
Bill To Select |
F |
Sets the billing address for this transaction. This field defaults to the default Billing Address set on the associated Customer record.
Use CustomerAddressBookList on the Customer Record to retrieve a list of currently defined addresses for a specific customer. If an address has NOT been defined, you must first define an address on the Customer record in order to set a billing addess for this transaction. |
| billingAddress |
Address |
0..1 |
Billing Address |
F |
|
| class |
RecordRef |
0..1 |
{1} |
F |
References a value from a user defined list at Setup > Company > Classifications > Classes. This field is required when the Make Classes Mandatory preference is enabled at Setup > Accounting > Accounting Preferences. Depending on account configuration, this field may need to be set at the item line level. |
| contribPct |
string |
0..1 |
|
F |
|
| createdDate |
dateTime |
0..1 |
Date Created |
F |
|
| createdFrom |
RecordRef |
0..1 |
Created From |
F |
|
| currency |
RecordRef |
0..1 |
Currency |
F |
If you do not use the Multi-Currency Customers feature, the currency of the customer you are creating this transaction for is shown here.
If you use the Multi-Currency Customers feature, select the transaction currency you want to create this transaction in. This customer's primary currency is selected by default.
If you have already selected items on this transaction, selecting a new currency refreshes them to show the price in the new currency (except for items you entered custom prices for) and recalculates tax and gross profit. |
| currencyName |
string |
0..1 |
Currency |
F |
A read only field that defaults to the currency associated with the customer referenced by the entity field. |
| customFieldList |
CustomFieldList |
0..1 |
|
|
|
| customForm |
RecordRef |
0..1 |
Custom Form |
F |
If you customized a credit memo form, select it here, or click New to customize a new credit memo form. |
| deferredRevenue |
double |
0..1 |
Deferred Revenue |
F |
Deferred Revenue:
amount of revenue deferred on this transaction |
| department |
RecordRef |
0..1 |
{1} |
F |
References a value from a user defined list at Setup > Company > Departments. This field is required when Make Departments Mandatory is enabled at Setup > Accounting > Accounting Preferences. Depending on account configuration, this field may need to be set at the item line level. |
| discountItem |
RecordRef |
0..1 |
Discount Item |
F |
References a value in a user-defined list created by going to Lists > Accounting > Items > New > Discount. |
| discountRate |
string |
0..1 |
Rate |
F |
Defaults to the rate associated with the value set in the discountItem field. |
| discountTotal |
double |
0..1 |
Discount Total |
F |
A read-only calculated field that returns the amount discounted on this credit memo.
If this discount item is taxable, the discount is applied before taxes. If it is not taxable, the discount is applied after taxes. |
| email |
string |
0..1 |
Email |
F |
|
| entity |
RecordRef |
0..1 |
{1} |
T |
References an entity record that currently exists in your account. Required on Add. |
| entityTaxRegNum |
RecordRef |
0..1 |
Customer Tax Reg. Number |
F |
|
| estGrossProfit |
double |
0..1 |
Est. Gross Profit |
F |
Estimated Gross Profit: Read-only field that equals the revenue amount minus the Est. Cost. At the transaction level, it equals the gross profit of all lines, factoring transaction-level discounts and markups. |
| estGrossProfitPercent |
double |
0..1 |
Est. Gross Profit Percent |
F |
Estimated Gross Profit Margin, as a percentage: Read-only field that equals the Est. Gross Profit divided by revenue, expressed as a percentage. At the transaction level, it equals the gross profit percent of all lines, factoring transaction-level discounts and markups. |
| exchangeRate |
double |
0..1 |
Exchange Rate |
T |
Required on Add. Defaults to the exchange rate associated with the Customer set in the entity field. |
| excludeCommission |
boolean |
0..1 |
Exclude Commissions |
F |
Check this option to exclude this transaction and its subordinate transactions from inclusion in all commission calculations. |
| fax |
string |
0..1 |
Fax |
F |
|
| giftCert |
RecordRef |
0..1 |
|
|
|
| giftCertApplied |
double |
0..1 |
|
|
|
| giftCertAvailable |
double |
0..1 |
|
|
|
| giftCertTotal |
double |
0..1 |
|
|
|
| handlingCost |
double |
0..1 |
Handling Cost |
F |
Enter the amount the customer was charged for handling. |
| handlingTax1Rate |
double |
0..1 |
Tax Rate |
F |
The tax rate for this tax code is shown here. |
| handlingTax2Rate |
string |
0..1 |
Tax Rate |
F |
|
| handlingTaxCode |
RecordRef |
0..1 |
Handling Tax Code |
F |
Select the tax code that determines the tax for handling charges. |
| isMultiShipTo |
boolean |
0..1 |
Enable Item Line Shipping |
F |
Check this box if you want to allow shipping to more than one address, using alternative shipping methods, for this transaction.
Checking this box adds the fields Ship To, Carrier and Ship Via fields to the Item line.
Search "Multiple Shipping Routes" in the Help Center for more information. |
| isTaxable |
boolean |
0..1 |
Taxable |
F |
If set to true, the entire order is taxable. |
| itemList |
CreditMemoItemList |
0..1 |
|
|
|
| job |
RecordRef |
0..1 |
{1} |
F |
Select the project associated with this credit. |
| lastModifiedDate |
dateTime |
0..1 |
Date Last Modified |
F |
|
| leadSource |
RecordRef |
0..1 |
Lead Source |
F |
Select the lead source this transaction is associated with.
If you use the Marketing Automation feature, your list of lead sources is your list of campaigns.
If you do not use Marketing Automation, you can create new lead sources by going to <_TABNAME=LIST_CRMOTHERLIST_> > <_TASKCATEGORY=LIST_CRMOTHERLIST_> > CRM Lists > New and clicking Lead Sources. |
| location |
RecordRef |
0..1 |
{1} |
F |
References a value in a user-defined list at Setup > Company > Classifications > Locations. This field is required when Make Locations Mandatory is enabled at Setup > Accounting > Accounting Preferences. Depending on account configuration, this field may need to be set at the item line level. |
| memo |
string |
0..1 |
Memo |
F |
If you wish, enter a memo to describe this credit. It will appear on reports such as the 2-line Accounts Receivable register that your customers can see if you give them permission to log in and view their transaction history. |
| message |
string |
0..1 |
|
|
Defaults to the value selected in messageSel. |
| messageSel |
RecordRef |
0..1 |
Select Message |
F |
References a value in a user-defined list created by going to Setup > Accounting > Setup Tasks > Accounting Lists > New > Customer Message. |
| nexus |
RecordRef |
0..1 |
Nexus |
F |
This field shows the nexus of the transaction. NetSuite automatically populates this field based on the nexus lookup logic.
You can override the transaction nexus and tax registration number that NetSuite automatically selects by checking the Nexus Override box. When you select a different nexus in the dropdown list, the corresponding tax registration number is automatically selected in the Subsidiary Tax Reg. Number field. |
| onCreditHold |
string |
0..1 |
|
|
|
| otherRefNum |
string |
0..1 |
|
|
Sets the customer PO number associated with the current invoice. |
| partner |
RecordRef |
0..1 |
Partner |
F |
References an existing partner record. Defaults to the partner set on the entity record. |
| partnersList |
CreditMemoPartnersList |
0..1 |
|
|
|
| postingPeriod |
RecordRef |
0..1 |
Posting Period |
F |
Required on Add when the Accounting Periods feature is enabled. Defaults to the current posting period. |
| promoCode |
RecordRef |
0..1 |
Promotion |
F |
References a value in a user-defined list at Lists > Marketing > Promotion Codes. If default promotion codes are setup, defaults to the value set at Setup > Marketing > Marketing Preferences. Entities associated with a partner can only use that partner's promotion codes. |
| recognizedRevenue |
double |
0..1 |
Recognized Revenue |
F |
Recognized Revenue:
cumulative amount of revenue recognized for this transaction |
| revenueStatus |
RevenueStatus |
0..1 |
Revenue Status |
F |
The possible values for this field are:
1. Pending: indicates that no recognition has occurred. All revenue is still deferred.
2. In Progress: indicates that some recognition has occurred.
3. Completed: indicates that all recognition has occurred. No deferred revenue remains. |
| revRecOnRevCommitment |
boolean |
0..1 |
Rev Rec on Rev Commit. |
F |
Check this check box to create a Revenue Commitment or Revenue Commitment Reversal.
* On a Sales Order, the Revenue Commitment replaces an invoice
* On a Return Authorization, the Revenue Commitment Reversal replaces a credit memo.
NetSuite creates all applicable Revenue Recognition schedules the Revenue Commitment or Revenue Commitment Reversal. |
| salesEffectiveDate |
dateTime |
0..1 |
Sales Effective Date |
F |
You can change the sales effective date for this transaction.
The sales effective date determines which commission plan and historical sales team this transaction applies to.
If this credit memo is created from a return authorization, the sales effective date from the return shown in the Created From field is set by default for this credit memo. |
| salesGroup |
RecordRef |
0..1 |
|
|
|
| salesRep |
RecordRef |
0..1 |
Sales Rep |
F |
Defaults to the sales representative associated with the customer referenced by the entity field. This field is NOT available when the Team Selling feature is enabled. If Team Selling is enabled, you must define sales reps in the CreditMemoSalesTeamList list. |
| salesTeamList |
CreditMemoSalesTeamList |
0..1 |
|
|
|
| shipMethod |
RecordRef |
0..1 |
Ship Via |
F |
References a value in a user-defined list at Lists > Accounting > Shipping Items. Sets the ship method for this transaction. |
| shippingCost |
double |
0..1 |
Shipping Cost |
F |
Sets the shipping cost for this transaction. If your account is set up to automatically charge for shipping, this defaults to the value that corresponds to the shipping method selected. Shipping items can be added at Lists > Accounting > Shipping Items. |
| shippingTax1Rate |
double |
0..1 |
Tax Rate |
F |
The tax rate for this tax code is shown here. |
| shippingTax2Rate |
string |
0..1 |
Tax Rate |
F |
|
| shippingTaxCode |
RecordRef |
0..1 |
Shipping Tax Code |
F |
Select the tax code that determines the tax charged for shipping. |
| source |
string |
0..1 |
Source |
F |
|
| status |
string |
0..1 |
Status |
F |
|
| subsidiary |
RecordRef |
0..1 |
{1} |
F |
|
| subsidiaryTaxRegNum |
RecordRef |
0..1 |
Subsidiary Tax Reg. Number |
F |
This field shows the tax registration number of the transaction nexus. NetSuite automatically populates this field based on the nexus lookup logic.
You can override the transaction nexus and tax registration number that NetSuite automatically selects by checking the Nexus Override box. When you select a different tax registration number in the dropdown list, the corresponding nexus is automatically selected in the Nexus field. |
| subTotal |
double |
0..1 |
Subtotal |
F |
This is a read-only field that returns the total before any discounts, shipping cost, handling cost or tax is added to the order. |
| syncPartnerTeams |
boolean |
0..1 |
|
|
Check this box if you want to update the sales team on the customer's record with changes you make here. |
| syncSalesTeams |
boolean |
0..1 |
|
|
Check this box if you want to update the sales team on the customer's record with changes you make here. |
| tax2Total |
double |
0..1 |
PST |
F |
This is a read-only field that returns the PST tax in Canadian Accounts. |
| taxDetailsList |
TaxDetailsList |
0..1 |
|
|
|
| taxDetailsOverride |
boolean |
0..1 |
Tax Details Override |
F |
Check this box to override the tax information on the Tax Details subtab of the transaction. Only roles with at least the Edit level of the Tax Details Tab permission can override the tax details. |
| taxItem |
RecordRef |
0..1 |
Tax |
F |
NetSuite inserts the tax item for this customer from the record at Lists > Customers. To credit a previous sale, duplicate the tax item from that sale. |
| taxPointDate |
dateTime |
0..1 |
Tax Point Date |
F |
|
| taxRate |
double |
0..1 |
Tax % |
F |
NetSuite inserts the percentage rate of the tax item from its record at Lists > Items. To credit a previous sale, duplicate the tax rate from that sale. |
| taxRegOverride |
boolean |
0..1 |
Tax Registration Override |
F |
Check this box to override the values in the Nexus and Subsidiary Tax Reg. Number fields. Only roles with at least the Edit level of the Tax Details Tab permission can override the values that NetSuite automatically selects in these fields. |
| taxTotal |
double |
0..1 |
Tax |
F |
This is a read-only field that returns the result of the tax rate multiplied by the taxable total of line items for the transaction. |
| toBeEmailed |
boolean |
0..1 |
To Be Emailed |
F |
Causes the invoice to be mailed to all email addresses included in the email field. |
| toBeFaxed |
boolean |
0..1 |
To Be Faxed |
F |
Causes the invoice to be faxed to the fax number included in the fax field. |
| toBePrinted |
boolean |
0..1 |
To Be Printed |
F |
If enabled, this invoice is saved in a queue of invoices that can be printed at a later date. |
| total |
double |
0..1 |
Total |
F |
This is a read-only field that returns the total of line items, tax and shipping costs. |
| totalCostEstimate |
double |
0..1 |
Est. Cost |
F |
Estimated Cost: Estimated cost of the specific number of items; estimated rate x quantity = estimated cost. |
| tranDate |
dateTime |
0..1 |
Date |
T |
Required on Add. Defaults to the current date. |
| tranId |
string |
0..1 |
Credit # |
F |
Defaults to the largest credit memo number incremented by one. You can overwrite with another number. |
| tranIsVsoeBundle |
boolean |
0..1 |
Transaction Is VSOE Bundle |
F |
Check this box to include all items added to this transaction as a VSOE bundle. |
| unapplied |
double |
0..1 |
Unapplied |
F |
A read-only field that returns the remaining amount of credit to be applied. |
| vatRegNum |
string |
0..1 |
VAT Registration |
F |
|
| vsoeAutoCalc |
boolean |
0..1 |
Auto Calculate VSOE Allocation |
F |
The VSOE allocation amount can be calculated automatically by checking the Auto Calculate VSOE Allocation box.
Allocation is the process to determine the VSOE price for items. The total VSOE amount allocated is the revenue amount to be recognized for the bundle. |