Auto-apply NetSuite Customer Payments to NetSuite Invoices when they are Created or Edited

netsuite_payment_auto_apply_after_creation.js

/*
Author: <mike@suitesync.io>
Description: When is invoice is created or edited, any unapplied payments on the customer
             are auto-applied to the invoice.
Link: https://gist.github.com/iloveitaly/a35d460b0fb744a290dce3db95873e41

Installation:
  1. https://system.sandbox.netsuite.com/app/common/scripting/uploadScriptFile.nl
  2. User Event
  3. Name: Auto-apply Unapplied Customer Payments
  4. ID: _invoice_auto_apply_payments
  5. After Submit: afterSubmit
  6. Deployments: Invoice. Event Type: blank. Ensure accessible to all roles and executes as admin.
*/

// Utils
// https://gist.github.com/iloveitaly/db7d532e772b67f5b81d0199d094301f

function isEmpty(obj) {
  return obj === undefined || obj === null || obj === "";
}

function log(msg) {
  nlapiLogExecution('DEBUG', msg);
}

function getUnappliedCustomerPaymentsForCustomer(customerInternalId) {
  var filters = [
    new nlobjSearchFilter('entity', null, 'anyof', customerInternalId),
    new nlobjSearchFilter('mainline', null, 'is', 'T')
  ];

  var results = nlapiSearchRecord('customerpayment', null, filters, null);

  if(isEmpty(results)) {
    log("no payments found for record: " + customerInternalId)
    return 0;
  }

  var unappliedPayments = [];

  for(var i = 0; i < results.length; i++ ) {
    // NOTE this is a very slow operation, but there is no other way to pull the unapplied
    //      amount of a payment! It is not available in searches

    var paymentId = results[i].getId();
    var payment = nlapiLoadRecord('customerpayment', paymentId);

    if(parseFloat(payment.getFieldValue('unapplied')) != 0.0) {
      unappliedPayments.push(payment)
    }
  }

  return unappliedPayments;
}

function canInvoiceBePaid(invoiceId) {
  var transactionStatus = nlapiLookupField('invoice', invoiceId, 'statusRef');

  // NOTE not all NetSuite accounts have a pendingApproval status

  return !(transactionStatus == 'paidInFull' || transactionStatus == 'pendingApproval' || transactionStatus == 'rejected')
}

function afterSubmit(type) {
  if(type == 'create' || type == 'edit') {
    if(nlapiGetRecordType() == 'invoice') {
      processInvoiceAfterSubmit(nlapiGetRecordId())
    } else {
      log("invalid record type processed: " + type)
    }
  }
}

function processInvoiceAfterSubmit(invoiceInternalId) {
  if(!canInvoiceBePaid(invoiceInternalId)) {
    log("invoice cannot be or is already paid");
    return null;
  }

  // NOTE assumes jobs are not in use in the netsuite account
  var entityId = nlapiLookupField('invoice', invoiceInternalId, 'entity');

  var unappliedPayments = getUnappliedCustomerPaymentsForCustomer(entityId);

  for(var i = 0; i < unappliedPayments.length; i++ ) {
    var payment = unappliedPayments[i]
    payment.setFieldValue('autoapply', 'T');
    nlapiSubmitRecord(payment, true);
  }
}