How to identify the cash sale/invoice based on the order number if you are not using Celigo’s Shopify Integration App?

When you are not using Celigo’s Shopify Integration App for importing sales order in NetSuite. Follow the below steps for Integration App configuration.

• Please populate “Shopify Order Number” in any one of the fields on the sales order and its corresponding record (cash sale/invoice).
• Update the lookup of the mapping. Please see the screenshot:

• When you are using Shopify Integration App then we use this handlebar expression: {{{relationships.return_line_items.data.0.ext_order_id}}}
• When you are not using Shopify Integration App then update the lookup to: {{{relationships.return_line_items.data.0.ext_order_number}}}

How to set the configuration for the discount in case of discount is applied before applying the sales tax?

When the discount amount is being applied before sales tax in Netsuite which will cause an issue in setting up the correct discount amount for the RMA’s in Netsuite then we have a checkbox “APPLY BEFORE SALES TAX” on the item used for setting up header level discount under the Accounting tab in Netsuite. Please uncheck this “APPLY BEFORE SALES TAX” checkbox to resolve the issue.

How to set the configuration to make RMA total amount to zero for the Returnly RMA of type Exchange?

To make the RMA total to zero in case of exchange type return in Returnly, you need to have the following mappings:

• Make sure that attributes.is_exchange is mapped to isExchange
• Add the below mappings which are needed for the custom line item

{{multiply ‘XXXX’ ‘1’}}toexchangeCustom[*].item, you need to replace the XXXX with the internal id of the custom item

-{{attributes.subtotal_amount}}toexchangeCustom[*].rate

{{multiply ‘1’ ‘-1’}} to exchangeCustom[*].price

{{multiply ‘1’ ‘1’}} to exchangeCustom[*].quantity

• In case, you want to add any additional mappings on the custom item, you can use the structure exchangeCustom[*].xxxxxx, xxxxx should be replaced by the NetSuite field id

In case, you are brining in the discounts and sales tax into the NetSuite RMA, please replace the-{{attributes.subtotal_amount}}to-{{attributes.estimated_refund_amount}}

Note:On installation, we get the above mappings. Please remove the above mappings if you don’t want to use this setup.

Important:It is best in the interest to use the custom line item as non-fulfillable item in RMA.

How to set up a line-level discount in case discount applied in Returnly?

To bring over the Prorated Discount Amount as aline-level discount item on the NetSuite RMA, please make sure to add the below Mappings in the Returnly Integration App.

• {{#compare attributes.discount_amount ‘!=’ ‘0.00’}}{{multiply ‘XXXX’ ‘1’}}{{/compare}} to discountLines[*].item
• {{#compare attributes.discount_amount ‘!=’ ‘0.00’}}-{{replace attributes.discount_amount “,” ”}}{{/compare}} to discountLines[*].rate
• {{#compare attributes.discount_amount ‘!=’ ‘0.00’}}{{multiply ‘1’ ‘-1’}}{{/compare}} to discountLines[*].price
• {{#compare attributes.discount_amount ‘!=’ ‘0.00’}}{{multiply ‘1’ ‘1’}}{{/compare}} to discountLines[*].quantity

Also, please make sure follow the below instructions while adding the mappings.

• For discountLines[*].item and discountLines[*].price, select the Data Type asNUMBER.
• For all the mappings, check the Discard If Empty checkbox.
• Replace the XXXX in the discountLines[*].item with the correct NetSuite item internal id.

NOTE: To disable this, you need to remove the above mappings.

How to set up sales tax as a separate line-level item on the NetSuite RMA?

To bring over the Sales tax as a separate line-item on the NetSuite RMA, please make sure to add the below Mappings in the Returnly Integration App.

• {{#compare attributes.tax_amount ‘!=’ ‘0.00’}}{{multiply ‘XXXX’ ‘1’}}{{/compare}} to salesTaxLines[*].item
• {{#compare attributes.tax_amount ‘!=’ ‘0.00’}}{{replace attributes.tax_amount “,” ”}}{{/compare}} to salesTaxLines[*].rate
• {{#compare attributes.tax_amount ‘!=’ ‘0.00’}}{{multiply ‘1’ ‘-1’}}{{/compare}} to salesTaxLines[*].price
• {{#compare attributes.tax_amount ‘!=’ ‘0.00’}}{{multiply ‘1’ ‘1’}}{{/compare}} to salesTaxLines[*].quantity
• {{#compare attributes.tax_amount ‘!=’ ‘0.00’}}YY{{/compare}} to salesTaxLines[*].custcol_returnreason

Also, please make sure follow the below instructions while adding the mappings.

• For salesTaxLines[*].item and salesTaxLines[*].price, select the Data Type as NUMBER.
• For all the mappings, check the Discard If Empty checkbox.
• Replace the XXXX in the salesTaxLines[*].item with the correct NetSuite item internal id.
• Replace the YY in the salesTaxLines[*].custcol_returnreason with the correct NetSuite return internal id.
• custcol_returnreason varies from account to account.

NOTE: To disable this, you need to remove the above mappings.

How to set up instant credit as a separate line-level item on the NetSuite RMA?

To bring over the Instant Refunds™️ used as a separate line-level item on the NetSuite RMA, please make sure to add the below Mappings in the Returnly Integration App.

• {{#compare relationships.instant_refund_voucher.data.credit_spent_amount ‘!=’ ‘0.00’}}{{multiply ‘XXXX’ ‘1’}}{{/compare}} to instantRefundVoucherLines[*].item
• {{#compare relationships.instant_refund_voucher.data.credit_spent_amount ‘!=’ ‘0.00’}}-{{replace relationships.instant_refund_voucher.data.credit_spent_amount “,” ”}}{{/compare}} to instantRefundVoucherLines[*].rate
• {{#compare relationships.instant_refund_voucher.data.credit_spent_amount ‘!=’ ‘0.00’}}{{multiply ‘1’ ‘-1’}}{{/compare}} to instantRefundVoucherLines[*].price
• {{#compare relationships.instant_refund_voucher.data.credit_spent_amount ‘!=’ ‘0.00’}}{{multiply ‘1’ ‘1’}}{{/compare}}} to instantRefundVoucherLines[*].quantity
• {{#compare relationships.instant_refund_voucher.data.credit_spent_amount ‘!=’ ‘0.00’}}YY{{/compare}} to instantRefundVoucherLines[*].custcol_returnreason

Also, please make sure follow the below instructions while adding the mappings.

• For instantRefundVoucherLines[*].item and instantRefundVoucherLines[*].price, select the Data Type asNUMBER.
• For all the mappings, check the Discard If Empty checkbox.
• Replace the XXXX in the instantRefundVoucherLines[*].item with the correct NetSuite item internal id.
• Replace the YY in the instantRefundVoucherLines[*].custcol_returnreason with the correct NetSuite return internal id.
• custcol_returnreason varies from account to account.

NOTE: To bring in the instant refund into NetSuite, the preferred item type is”non-inventory for sale”

NOTE:To disable this, you need to remove the above mappings.

How to set up the label cost as a separate line-level item on the NetSuite RMA?

To bring over the Label cost as a separate line-level item on the NetSuite RMA, please make sure to add the below Mappings in the Returnly Integration App.

• {{#compare attributes.return_shipping_paid_amount ‘!=’ ‘0.00’}}{{multiply ‘XXXX’ ‘1’}}{{/compare}} to lineLabelCost[*].item
• {{#compare attributes.return_shipping_paid_amount ‘!=’ ‘0.00’}}-{{attributes.return_shipping_paid_amount}}{{/compare}} to lineLabelCost[*].rate
• {{#compare attributes.return_shipping_paid_amount ‘!=’ ‘0.00’}}{{multiply ‘1’ ‘-1’}}{{/compare}} to lineLabelCost[*].price
• {{#compare attributes.return_shipping_paid_amount ‘!=’ ‘0.00’}}{{multiply ‘1’ ‘1’}}{{/compare}} to lineLabelCost[*].quantity
• {{#compare relationships.attributes.return_shipping_paid_amount ‘!=’ ‘0.00’}}YY{{/compare}} to lineLabelCost[*].custcol_returnreason

Also, please make sure follow the below instructions while adding the mappings.

• For lineLabelCost[*].item and lineLabelCost[*].price, select the Data Type asNUMBER.
• For all the mappings, check the Discard If Empty checkbox.
• Replace the XXXX in the lineLabelCost[*].item with the correct NetSuite item internal id which you want to add as a separate line-level item on the NetSuite RMA.
• Replace the YY in the lineLabelCost[*].custcol_returnreason with the correct NetSuite return internal id.
• custcol_returnreason varies from account to account.

NOTE:To disable this, you need to remove the above mappings.

Questions

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