When employing Advanced Shipping, what is the necessary approach for billing Sales Orders?

In the context of Advanced Shipping within NetSuite, the necessary approach for billing Sales Orders involves utilizing separate processes. This approach allows organizations to manage the shipping and billing functions independently.

When sales orders are fulfilled through shipping that occurs before the actual billing process, it is essential to keep these workflows distinct to ensure accurate tracking and management of inventory, orders, and revenue recognition. By separating the shipping and billing processes, companies can more effectively handle situations where shipments occur without immediate billing, which can happen in various scenarios, such as backorders or when there are discrepancies in order quantities or delivery dates.

This separation allows for greater flexibility in managing customer accounts and ensures that financial reporting aligns with the timing of revenue recognition and cash flow management. Ultimately, adopting distinct processes helps maintain the integrity of the financial data and ensures that operational tasks are streamlined according to the company’s business needs.