3.8 Análisis e interpretación de resultados
3.8.3. Encuesta realizada a los representantes legales
Sales orders record items and services you promise to customers. The Sales Order record is
defined in the tranSales (sales) XSD.
Sales Order Record in NetSuite UI:
Usage Notes
Supported Operations
The following operations can be used to modify Sales Orders records:
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add
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addList
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update
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updateLIst
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delete
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deleteList
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get
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getList
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search
Sales Orders Field Definitions
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searchMore
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searchNext
Field Definitions
Record Fields
Field Name Type / Length Req. Mapping Notes
entity RecordRef Y Customer:
Project
Sets the customer this sales order is associated with.
tranDate dateTime Y Date Defaults to the current date.
tranId string / 29 N Order # Defaults to the largest sales order number incremented by one. You can overwrite with another number. createdFrom RecordRef N
customForm RecordRef Y/N Custom Form References an existing custom form for this record type. To ensure that field relationships defined within a desired custom form are maintained, you must provide the customForm value. Also, if defaults are off, then customForm is required, if defaults are on then the default form is used. Internal ID values for existing forms can be found at Setup > Customization > Entry Forms.
orderStatus Enum Y Status Defaults to the value set up on the Company Preference page. If your company uses the approval process for sales orders, Pending Approval is the default. If your company does not use the approval process, Pending Fulfillment is the default.
opportunity RecordRef N Opportunity Associates the sales order with an opportunity. terms RecordRef N Terms References a value in a user-defined list at Lists >
Accounting > Other Lists.
salesRep RecordRef N Sales Rep Defaults to the sales representative associated with the customer referenced by the entity field.
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Field Definitions
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partner RecordRef N Partner Sets the partner associated with this sales order. Existing partners can be viewed at Lists > Relationships > Partners.
startDate dateTime N Start Date Sets the date for creating the first invoice. This should only be set if Advanced Billing is being used.
endDate dateTime N End Date Sets the date for the last invoice. This should only be set if Advanced Billing is being used.
otherRefNum string / 29 N PO # Sets the payment reference number. Set to the check number if your customer is paying by check, or, if your customer is issuing a purchase order, set to the PO number.
memo string / 999 N Memo Sets a description for the sales order.
excludeCommission boolean N If True, the sales order does NOT generate a commission amount. The Commissions feature must be enabled in your account to set this field.
exchangeRate double Y Items / Exchange Rate
Defaults to the current currency exchange rate as defined in the currency record. This is only settable on an Add. currencyName string / 20 Y Currency A read only field that defaults to the currency associated
with the customer referenced by the entity field. promoCode RecordRef N Promotion
Code
Sets a promotion code to apply to this transaction. Defaults to the default promotion code (if defined) at Setup > Sales Force Automation > Set Up Marketing. Customers associated with a partner can only use that partner's promotion codes. If you select a promotion code associated with a partner, this transaction is attributed to that partner for reporting purposes. To view existing Promotion Codes, go to Lists > Promotion Codes.
discountItem RecordRef N Discount References a value in a user defined discount list. To create new values, click Lists > Accounting > Items > New and then select Discount.
discountRate string / 10 N Rate If the value entered here includes the percent sign, the discount rate applied to the item is calculated as a percent. If the value entered here does not include the percent sign, the discount rate is applied as an absolute discount value.
For example, 10% would result in a ten percent discount on the item whereas 10 would result in a ten dollar discount on the item.
isTaxable boolean N Taxable If set to true, the entire order is taxable. Field Name Type /
Sales Orders
Field Definitions
79
taxItem RecordRef N Tax References a value in a user-defined sales tax item list at Lists > Accounting > Sales Tax Items.
taxRate double Y/N Tax % This field defaults to the tax rate associated with the taxItem entered but can be modified.
toBePrinted boolean N Output
Options / To Be Printed
If enabled, this order is saved in a queue of sales orders and picking tickets that can be printed at a later date.
toBeEmailed boolean N Output
Options / To Be Emailed
Causes the sales order to be mailed to all email addresses included in the email field.
email string / 999 N Output
Options / To Be Emailed
A comma deliminated list of email addresses the sales order will be emailed to if the toBeEmailed field is set to True.
toBeFaxed boolean N Output
Options / To Be Faxed
Causes the sales order to be faxed to the fax number included in the fax field.
fax string / 64 N Output
Options / To Be Emailed
A fax numbes the sales order will be faxed to if the toBeFaxed field is set to True.
messageSel RecordRef N Output Options / Select Message
Sets the message to display on the form. To create new messages, go to Lists > Other Lists > New and click Customer Message.
message string / 999 N Output Options / Message
Defaults to the text entered in the messageSel field.
billAddressList RecordRef N Address / Bill to Select
Sets the billing address for this transaction.
billAddress string / 999 N Address / Bill to
Defaults to the billAddressList field value.
shipAddressList RecordRef N Address / Ship to Select
Sets the shipping address for this transaction.
shipAddress string / 999 N Address / Ship to
Defaults to the shipAddressList field value.
fob string / 13
shipDate dateTime N Shipping /
Ship Date
Sets the ship date for this transaction.
shipMethod RecordRef N Shipping / Ship Via
Sets the ship method for this transaction. Field Name Type /
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Field Definitions
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shippingCost double N Shipping / Shipping Cost
Sets the shipping cost for this transaction. If your account is set up to automatically charge for shipping, this defaults to the value that corresonds to the shipping method selected.
Shipping items can be added at Lists > Shipping Item trackingNumbers string /
1000
N
paymentMethod RecordRef N Payment / Reference to a value in a user-defined list at Lists > Accounting > Other Lists. This value sets the type of card. For details on how to modify this list via Web services, see “PaymentMethod” on page 133.
creditCard RecordRef N Payment / Credit Card Select
References the credit card records associated with the customer record.
ccNumber string / 19 N Payment / Credit Card #
Sets the card number here. Enter numbers only, without spaces. On a get, this information is masked.
ccExpireDate dateTime N Payment / Expires
Sets the credit card expiration date.
ccName string / 64 N Payment /
Name on Card
Defaults to the cardholder name from the default credit card on the customer's record. If the default credit card is not selected in creditCard, you must provide this value. ccStreet string / 41 N Payment /
Card Street
Defaults to the street address from the customer's billing address.
ccZipCode string / 12 N Payment / Card Zip Code
Defaults to the zip or postal code from the customer's billing address.
payPalStatus string / 20 N
creditCardProcessor RecordRef References a user-defined Credit Card Processor record at Setup > Company > Credit Card Processors.
payPalTranId string / 20 N
ccApproved boolean N Payment /
Credit Card Approved
Sets the status of the credit card to approved. If getAuth is set,
getAuth boolean N Payment / Get
Authorization
If set to true, NetSuite requests authorization on the credit card for the full amount of this order. When authorized, the authorization code is stored on the order in the Auth Code field.
pnRefNum string / 12 N Payment / PNRef
Available only if Verisign Integration is set up. Sets VeriSign's unique identifier for every transaction they commit. This is useful when the client uses an external application to verify the Credit Card and then supplies the PNRef to NetSuite.
Field Name Type /
Sales Orders
Field Definitions
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authCode string / 32 N Payment / Auth. Code
Sets the authorization code for the transaction. If getAuth is set to true, this is a ready only field that returns the Authorization code when authorization has been requested for the sales order.
ccAvsStreetMatch Enum N Payment / AVS Street Match
References a value in a system list. This value sets the Address Verification Services (AVS) result code returned to VeriSign when a credit card transaction takes place. Possible values include _Y, _N _X.
The possible values include:
_Y – The address information submitted did match. _N – The address information submitted did not match. _X – The credit card company does not support AVS, or no information was returned to VeriSign.
If getAuth is set to True, this value can NOT be set. ccAvsZipMatch Enum N Payment / AVS
Zip Match
References a value in a system list. This value sets the Address Verification Services (AVS) result code returned to VeriSign when a credit card transaction takes place. Possible values include _Y, _N _X.
The possible values include:
_Y – The address information submitted did match. _N – The address information submitted did not match. _X – The credit card company does not support AVS, or no information was returned to VeriSign.
If getAuth is set to True, this value can NOT be set. altSalesTotal double N Alt. Sales The Alternate Sales Amount feature must be enabled in
your account in order to populate this field. The value entered sets an Alternate Sales Amount for line items on the sales order. This value can then be used for
commission calculations.
ccSecurityCodeMatch Enum N CSC Match References a value in a system list. Possible values include:
_Y – The security code information submitted did match. _N – The security code information submitted did not match.
_X – The credit card company does not support security codes.
subTotal double N Subtotal This is a read-only field that returns the total before any discounts, shipping cost, handling cost or tax is added to the order.
discountTotal double N Discount This is a read-only field that returns the amount discounted on this sales order.
Field Name Type /
Sales Orders
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taxTotal double N Tax This is a read-only field that returns the result of the the tax rate multiplied by the taxable total of line items for the transaction.
altShippingCost double N Shipping Cost This is a read-only field that returns the shipping costs based on the shipping method selected in shipMethod. total double N Total This is a read-only field that returns the total of line items,
tax and shipping costs. lastModifiedDate dateTime
balance double
billingSchedule RecordRef Allows users to reference default Billing Schedules for items.
ccSecurityCode string N CSC Settable only if the Use Card Security Code for Credit Card Transactions company preference is enabled at Set Up > Accounting > Set Up Accounting.
class RecordRef Y/N Class References a value in a user-defined list at Lists > Accounting > Classes.
This field is required when Make Classes Mandatory is enabled at Setup > Accounting > Set Up Accounting.
department RecordRef Y/N Department References a value in a user-defined list at Lists > Accounting > Departments.
This field is required when Departments is enabled at Setup > Accounting > Set Up Accounting.
issueNo string
location RecordRef Y/N Location References a value in a user-defined list at Lists > Accounting > Locations.
This field is required when Make Locations Mandatory
is enabled at Setup > Accounting > Set Up Accounting.
tax2Total double
validFrom dateTime
vatRegNum string
itemList List Y/N On an add, there must be at list one item provided in the itemList in order to submit the sales order.
customFieldList List N See “CustomFieldList” on page 4.
Field Name Type /
Sales Orders
Field Definitions
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List Fields
Item List
Field Name Type /
Name Req. Mapping Notes
item RecordRef Y Items / Item References a value in a user-defined list at Lists > Accounting > Items. For details on creating and editing items supported in this version of NetSuite Web services, refer to Chapter 13 "Items".
quantity double N Items /
Quantity
Sets the number of items. Defaults to one.
quantityAvailable double Items /
quantityOnHand double Items /
units RecordRef Items /
serialNumbers RecordRef Items / Serial/ Lot Numbers
description string N Items /
Description
Sets the description for the item. Defaults to the description as provided in the items record.
rate double N Items / Rate
amount double Y Items /
Amount
Defaults to the quantity multiplied by the rate.
isTaxable boolean N Items / Tax If True, this item is taxable.
options RecordRef N Items /
Options
References options associated to the selected item.
department RecordRef Y/N Items / References a value in a user-defined list at Lists > Accounting > Departments.
This is only available for line items on a sales order when the Allow Per-Line Departments feature is enabled at Setup > Accounting > Set Up Accounting and you are using a custom form that has been modified to use this field at the line item.
This field is required when Make Departments Mandatory is enabled at Setup > Accounting > Set Up Accounting.
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class RecordRef Y/N Items / References a value in a user-defined list at Lists > Accounting > Classes.
This is only available for line items on a sales order when the Allow Per-Line Classes feature is enabled at Setup > Accounting > Set Up Accounting and you are using a custom form that has been modified to use this field at the line item.
This field is required when Make Classes Mandatory is enabled at Setup > Accounting > Set Up Accounting.
location RecordRef Y/N Items / References a value in a user-defined list at Lists > Accounting > Locations.
This is only available for line items on a sales order when the Allow Per-Line Locations feature is enabled at Setup > Accounting > Set Up Accounting and you are using a custom form that has been modified to use this field at the line item. Note that if the Multi-Inventory feature is enabled, the Allow Per-Line Locations feature is automatically enabled.
This field is required when Make Locations Mandatory is enabled at Setup > Accounting > Set Up Accounting.
createPo Enum N Items / Create
PO
References a value in a the SalesOrderItemCreatePo system list. Possible values include _dropShipment or _specialOrder.
poVendor RecordRef Items /
poCurrency string Items /
poRate double Items /
revRecSchedule RecordRef N Items / Rev. Rec. Schedule
Sets the revenue recognition template that will be applied to this item. In order to set this field, the item record referenced in the item field must have a deferred revenue account associated with it. This field then defaults to the rev. rec. template associated to the item on the item record.
revRecStartDate dateTime N Items / Rev. Rec. Start Date
Sets the revenue recognition schedule's start date. Defaults to the current date.
revRecEndDate dateTime N Items / Rev. Rec. End Date
Sets the revenue recognition schedule's end date. Defaults to the current date.
isClosed boolean N Items / Closed Only settable on Update. Sets the item line as closed. Field Name Type /
Sales Orders
Field Definitions
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Search Record Fields
TransactionSearch
Note: Remember that since by default only body fields are returned on a search, you must set
the bodyFieldsOnly element of the searchPreferences type to False in order to return related
items in your search result. For more information, see “search” on page 89 of the Platform
Guide.
billingSchedule RecordRef Items /
grossAmt double
price RecordRef
tax1Amt double
taxCode RecordRef Available only in UK and Canadian accounts and when the Tax Code feature is enabled. References a user- defined tax code record to apply to a line item of a sales order.
taxRate1 double
taxRate2 double
Field Name Type /
Name Req. Mapping Notes
Field Name Search XSD Type Mapping
CCExpDate SearchDateField CC Expire Date
CCHolderName SearchStringField Credit Cardholder Name
CCNumber SearchStringField Credit Card Number
POAsText SearchStringField
PONum SearchStringField PO / Check Number
account SearchMultiSelectField Account
accountType SearchMultiSelectField Account Type
altSalesAmount SearchDoubleField Amount (Alt. Sales)
amount SearchDoubleField Amount
amountPaid SearchDoubleField Amount Paid
amountRemaining SearchDoubleField Amount Remaining
billAddress SearchStringField Billing Address 1
billAddressee SearchStringField Billing Addressee
billAttention SearchStringField Billing Attention
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billCountry SearchMultiSelectField Billing Country
billCounty SearchStringField ??
billPhone SearchStringField Billing Phone
billState SearchMultiSelectField Billing State / Province
billZip SearchStringField Billing Zip
billable SearchBooleanField Billable
billingStatus SearchBooleanField Status
class SearchMultiSelectField Class
cleared SearchBooleanField Cleared
created SearchDateField Date Created
creditAmount SearchDoubleField Amount (Credit)
currency SearchMultiSelectField Currency
currencyName SearchMultiSelectField
custType SearchMultiSelectField Customer Category
customerSubOf SearchMultiSelectField
date SearchDateField Date
dateClosed SearchDateField Date Closed
daysOpen SearchIntField Days Open
daysOverdue SearchIntField Days Overdue
debitAmount SearchDoubleField Amount (Debit)
department SearchMultiSelectField Department
dueDate SearchDateField Due Date
employee SearchMultiSelectField
entity SearchMultiSelectField
entityStatus SearchMultiSelectField
excludeCommissions SearchBooleanField Exclude Commissions
expectedCloseDate SearchDateField Expected Close
finChrg SearchBooleanField
forecastType SearchMultiSelectField Forecast Type
fxAmount SearchDoubleField
grossAmount SearchDoubleField Amount (Gross)
internalId SearchIntField
isPayPalMeth SearchBooleanField
item SearchMultiSelectField Item
itemCount SearchDoubleField
itemSubOf SearchMultiSelectField
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location SearchMultiSelectField Location
mainline SearchBooleanField
memo SearchStringField Memo
merchantAccount SearchStringField
modified SearchDateField Last Modified
name SearchMultiSelectField Name
nameText SearchStringField
netAmount SearchDoubleField Amount (Net)
nextBillDate SearchDateField Next Bill Date
number SearchIntField Number
parent SearchIntField
partner SearchMultiSelectField Partner
payMeth SearchMultiSelectField Payment Method
payPalPending SearchBooleanField Pending PayPal Authorization
payPalStatus SearchStringField PayPal Payment Status
payPalTranId SearchStringField PayPal Transaction ID
period SearchMultiSelectField Period
posting SearchBooleanField
postingPeriod SearchMultiSelectField
probability SearchIntField Probability
promoCode SearchMultiSelectField Promotion Code
rate SearchDoubleField Item Rate
renewalDate SearchDateField
revRecEndDate SearchDateField Rev. Rec. End Date
revRecStartDate SearchDateField Rev. Rec. Start Date
revRecTermInMonths SearchIntField Rev. Rec. Term in Months
salesRep SearchMultiSelectField Sales Rep
serialNumber SearchStringField
shipAddress SearchStringField Shipping Address 1
shipAddressee SearchStringField Shipping Addressee
shipAttention SearchStringField Shipping Attention
shipCity SearchStringField Shipping City
shipCountry SearchMultiSelectField Shipping Country
shipCounty SearchStringField
shipDate SearchDateField Ship Date
shipMethod SearchMultiSelectField Ship Via
Sales Orders
Field Definitions
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shipPhone SearchStringField Shipping Phone
shipRecvStatus SearchBooleanField
shipState SearchMultiSelectField Shipping State