Vendor Bill Related Records Show Payments Have No Document Number Detail on Number Column

Scenario

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Edit Button Missing at the Bill Payment Batch of the Electronic Payments

User cannot Recreate nor Reprocess the Payment Batch as Edit button is missing at the Bill Payment Batch page.

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Transaction Saved Search > Type: Payment > Total Amount is using the Base Currency of the Parent Subsidiary > To be able to see the Amount in Foreign Currency

Payment Saved Search > Total Amount using the Base Currency of the Parent Subsidiary > To be able to see the Amount in Foreign Currency

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Remove or Delete Bank Details on Electronic Bank Payments

There are two ways to disassociate a bank detail from the vendor record. You can either remove their link, or delete the bank detail record itself.

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Create a Saved Search to show Bill Payment with the corresponding Bill and PO

If a user wants to track all Bill Payments created with the corresponding column for the Bill and Amount where this was applied, and down to the corresponding Purchase Orders, then the user can create this Saved Search:

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Delete Bill Payment Batch With No Associated Transactions - No Records to Show

There is an existingBill Payment Batchfound inPayments > Payment Processing > Payment Batch List>Opensubtab. Upon viewing theBill Payment Batch, there are no transactions associated. TheBill Payment Batchcannot be submitted since there are no line items.

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Accept Customer Payment for Invoice in Different Currency

It is currently not possible to directlyaccept Payment in different currency from the Invoice (as well Bill) currency. This is because NetSuite is not capable of double conversion of Currency. We only have a single Exchange Rate field on a single transaction.This feature is requested underEnhancement112956.The alternate solutionis applicable when a Customer Payment (in USD) and an Invoice (in Euro) were already created and it consists of 4 steps.Step 1: Create Customer Payment for Invoice inEuro. This is the original unapplied Payment based on the Invoice currency.

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Multi-Currency Transaction > Bill Payment > Save: An unexpected error has occurred. Please click here to notify support and provide your contact information

The error is due to absence of setup in your Variance Account Mapping. This can be accessed inSetup>Accounting>Foreign Currency Variance Posting Rules.

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Currency Field Disabled when Creating New Project for Multi-Currency Customers

When creating a newProjectfor multi-currencyCustomers, theCurrencyfield is disabled.

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How to create a new multi-currency payment file format:

Go to Payments > Setup > Payment File Templates > New.

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Removing Credits From Deleted Vendor Payments

It is important to understand that deleting a vendor bill payment or a customer payment does not automatically unapply credits that you have applied. If you need to delete a payment that includes bills or invoices with credits applied, you must open each credit and unapply it separately.

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CSV Import of Unapplied Customer Payment

CSV Import of Unapplied Customer Payment.

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How To Handle Returned Customer Check with related Deposit

Scenario

A Check is returned due to insufficient funds. The check is related to a Deposit. User does not want to unapply the Deposit on the Payment record nor delete the Payment record.

Solution

1. Unapply thePaymentfrom theInvoice
  • Payment:ClickEdit
  • Go to theApplytab >Applied Tosubtab
  • Invoice: RemoveCheckmark
  • ClickSave
  • Open theInvoiceand note that theStatusof the Invoice should beOpen

2. Create aCustomer Refund
  • Navigate toTransactions>Customers>Issue Customer Refund
  • Customer Name: EnterName
  • Go to theApplytab >Creditssubtab
  • Apply: EnterCheckmarkfor thePaymentthat was unapplied on Step 2
  • Go to theRefund Methodtab
  • Refund Method: Select aPayment Method
  • ClickSave

Note:Below are the transactions that and a sample of what the G/L Impact would look like:1.Invoice> Debit: A/R > Credit: Revenue2.Payment> Debit: Undeposited Fund > Credit: A/R3.Deposit> Debit: Cash > Credit: Undeposited Fund4.Customer Refund> Debit: A/R > Credit: Cash

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Using Terms of Payment

After you have created a term record, you can select that term on invoices and customer records to set payment terms. When you select a term on a customer's record, that term defaults on bills to the customer. You can also set terms on each invoice individually.

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Display Missing Transactions on Payment Subtab of a Deposit Record

There are missing transactions on the Payments subtab of the Make Deposits page.

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Netsuite Electronic Payments: EFT Email Payment Notification Stuck in Processing Notifications Status

Bill payments were already processed and user needs to send the Email Payment Notifications to Vendors. However, these Email Payment Notifications are stuck inProcessing Notificationsstatus.

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Recreating a Payment File

You can recreate a payment file and its field values, only if the payment file has aFile Processed?status ofProcessed.

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Reprocessing Payments

You can reprocess PFA (Payment File Administration) records with Cancelled or Processed with Errors status.

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