Preface
Introduction to Create Netsuite Sales Orders from Dynamics 365 Opportunities recipe
- Prerequisites
Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe contents
- Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe assets
Using the Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe

Create NetSuite Sales Orders from Dynamics 365 Opportunities

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Rules and guidelines

Consider the following rules and guidelines when working with the Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe:

You must update the process according to your Dynamics 365 and Netsuite service configurations as there are many possible limitations based on different services business rules. You can find the some limitations in this topic that have been defined for the objects synchronized in the recipe process.

The Subsidiary
field for both the company and items must be identical. This enforces a restriction on the currency used. The currency must be the same as the currency specified in the Subsidiary settings.

Discounts and taxes are not synchronized from Dynamics 365 because these fields are configured separately for the company and are applied based on the settings within NetSuite.

When creating a sales order, the process passes the exchange rate. However, you must check if the NetSuite settings allow you to modify this value.

Using the Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe

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